Penn Mutual Asset Management, LLC Diversified Active

CIK: 0000855702 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 12, 2022

Total Value ($000): $86,227 (100.0% shares, 0.0% debt)

Holdings (54)

FBRT FRANKLIN BSP RLTY TR INC 16.8%
Value ($000) $14,516 Shares 1,038,322 Est. Cost $14.94 Unrealized
BLACKROCK RESOURCES & COMMODITIES STRATEGY TRUST 7.4%
Value ($000) $6,416 Shares 581,181 Est. Cost $9.82 Unrealized
ABERDEEN ASIA-PACIFIC INCOME FUND INC 5.9%
Value ($000) $5,083 Shares 1,503,855 Est. Cost $3.86 Unrealized
MORGAN STANLEY EMERGING MARKETS DOMESTIC DEBT FUND INC 5.6%
Value ($000) $4,809 Shares 963,819 Est. Cost $6.20 Unrealized
RITM NEW RESIDENTIAL INVESTMENT CORP 5.4%
Value ($000) $4,632 Shares 421,900 Est. Cost $9.99 Unrealized
AGNC AGNC INVESTMENT CORP 4.7%
Value ($000) $4,013 Shares 306,362 Est. Cost $15.27 Unrealized
SPG SIMON PROPERTY GROUP INC 4.6%
Value ($000) $3,978 Shares 30,240 Est. Cost $57.65 Unrealized +98.5%
T AT&T INC 4.3%
Value ($000) $3,670 Shares 155,330 Est. Cost $14.80 Unrealized +0.7%
DOUBLELINE YIELD OPPORTUNITIES FUND 3.9%
Value ($000) $3,347 Shares 199,841 Est. Cost $18.80 Unrealized
NUVEEN PREFERRED & INCOME SECURITIES FUND 3.0%
Value ($000) $2,601 Shares 309,650 Est. Cost $7.54 Unrealized
DIGITALBRIDGE GROUP 2.9%
Value ($000) $2,541 Shares 352,939 Est. Cost $8.08 Unrealized
ANNALY CAPITAL MANAGEMENT INC 2.9%
Value ($000) $2,490 Shares 353,745 Est. Cost $8.43 Unrealized
BARRICK GOLD CORP COM 2.5%
Value ($000) $2,157 Shares 87,950 Est. Cost $23.56 Unrealized
TWO HARBORS INVESTMENT CORP 1.6%
Value ($000) $1,371 Shares 248,000 Est. Cost $4.37 Unrealized
EMLC VANECK JP MORGAN EM LOCAL CURRENCY BOND ETF 1.5%
Value ($000) $1,321 Shares 48,943 Est. Cost $26.99 Unrealized
MANDIANT INC 1.625 01-JUN-2035 1.4%
Value ($000) $1,235 Shares 1,234,000 Est. Cost $1.00 Unrealized
WESTERN ASSET EMERGINIG MKTS DEBT FUND INC 1.4%
Value ($000) $1,224 Shares 114,079 Est. Cost $10.73 Unrealized
PHAT PHATHOM PHARM INC 1.4%
Value ($000) $1,183 Shares 86,940 Est. Cost $16.15 Unrealized 0.0%
LIGAND PHARMACEU 1.4%
Value ($000) $1,174 Shares 1,204,000 Est. Cost $0.98 Unrealized
PARAMOUNT GLOBAL 5.75 CUM CONV PFD REG SHS SERIES A 1.3%
Value ($000) $1,157 Shares 20,830 Est. Cost $50.20 Unrealized
HALOZYME THERAPEUTICS INC 0.25 01-MAR-2027 1.3%
Value ($000) $1,137 Shares 1,305,000 Est. Cost $0.87 Unrealized
IONS PHARM INC 0.125 15-DEC-2024 1.3%
Value ($000) $1,126 Shares 1,256,000 Est. Cost $0.90 Unrealized
ET ENERGY TRANSFER LP 1.2%
Value ($000) $1,069 Shares 95,500 Est. Cost $11.76 Unrealized
D DOMINION ENERGY INC 1.2%
Value ($000) $1,056 Shares 12,426 Est. Cost $50.99 Unrealized +31.2%
EPD ENTERPRISE PRODUCTS PARTNERS LP 1.1%
Value ($000) $924 Shares 35,788 Est. Cost $25.82 Unrealized
TDUP THREDUP INC 1.1%
Value ($000) $922 Shares 119,701 Est. Cost $8.71 Unrealized 0.0%
AXONICS INC 1.0%
Value ($000) $839 Shares 13,406 Est. Cost $62.58 Unrealized
MPLX MPLX LP 1.0%
Value ($000) $821 Shares 24,737 Est. Cost $33.19 Unrealized
OLO INC 0.8%
Value ($000) $732 Shares 55,238 Est. Cost $13.25 Unrealized
TOST TOAST INC 0.8%
Value ($000) $711 Shares 32,718 Est. Cost $22.59 Unrealized 0.0%
SUPERNUS PHARMAC 0.8%
Value ($000) $664 Shares 675,000 Est. Cost $0.98 Unrealized
VALE VALE SA 0.7%
Value ($000) $579 Shares 28,953 Est. Cost $20.00 Unrealized
JAZZ INVT I LTD 0.6%
Value ($000) $526 Shares 515,000 Est. Cost $1.02 Unrealized
DINO HF SINCLAIR CORPORATION 0.6%
Value ($000) $506 Shares 12,705 Est. Cost $30.32 Unrealized 0.0%
VISHAY INTERTECHNOLOGY INC 2.25 15-JUN-2025 0.6%
Value ($000) $501 Shares 500,000 Est. Cost $1.00 Unrealized
AGX ARGAN INC 0.5%
Value ($000) $458 Shares 11,280 Est. Cost $41.03 Unrealized -11.6%
FF FUTUREFUEL CORP 0.5%
Value ($000) $428 Shares 43,944 Est. Cost $4.77 Unrealized 0.0%
PAA PLAINS ALL AMERICAN PIPELINE LP 0.5%
Value ($000) $425 Shares 39,500 Est. Cost $8.78 Unrealized
XPERI HOLDING CORP 0.5%
Value ($000) $422 Shares 24,355 Est. Cost $17.33 Unrealized
NWL NEWELL BRANDS INC 0.4%
Value ($000) $384 Shares 17,925 Est. Cost $19.34 Unrealized 0.0%
BROOKFIELD REAL ASSETS INCOME FUND INC 0.4%
Value ($000) $358 Shares 17,256 Est. Cost $20.30 Unrealized
RELL RICHARDSON ELECTRONICS LTD 0.4%
Value ($000) $335 Shares 26,914 Est. Cost $11.51 Unrealized 0.0%
AEROVATE THERAPEUTICS INC 0.4%
Value ($000) $320 Shares 17,458 Est. Cost $18.33 Unrealized
FROG JFROG LTD 0.4%
Value ($000) $318 Shares 11,802 Est. Cost $25.31 Unrealized 0.0%
AG FIRST MAJESTIC SILVER CORP 0.4%
Value ($000) $305 Shares 23,205 Est. Cost $11.57 Unrealized 0.0%
LYTS LSI INDUSTRIES INC 0.4%
Value ($000) $303 Shares 50,490 Est. Cost $8.54 Unrealized -22.3%
VST VISTRA CORP 0.3%
Value ($000) $295 Shares 12,705 Est. Cost $20.62 Unrealized 0.0%
MIX TELEMATICS LTD-SP ADR 0.3%
Value ($000) $242 Shares 21,610 Est. Cost $11.88 Unrealized
PGIM GLOBAL HIGH YIELD FUND INC 0.2%
Value ($000) $176 Shares 13,152 Est. Cost $14.01 Unrealized
BLND BLEND LABS INC 0.2%
Value ($000) $164 Shares 28,820 Est. Cost $7.75 Unrealized 0.0%
NUSTAR ENERGY LP 0.2%
Value ($000) $154 Shares 10,700 Est. Cost $25.89 Unrealized
AVROBIO INC 0.1%
Value ($000) $49 Shares 37,306 Est. Cost $1.31 Unrealized
89BIO INC 0.0%
Value ($000) $39 Shares 10,292 Est. Cost $3.79 Unrealized
CHEESECAKE FACTORY INC 0.375 15-JUN-2026 0.0%
Value ($000) $21 Shares 23,000 Est. Cost $0.91 Unrealized