PPM America Inc
Net seller this quarter
$15.1M
3
-$2.71M
51.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MPLX | $4.91M | 32.61% | 0.01% | Not reported | Q3 2021 |
 SANG | $2.55M | 16.91% | 2.07% | Not reported | Q3 2023 |
 CCO | $272K | 1.81% | 0.02% | -84.1% | Q3 2021 |
| Q1 2026 | |||||
| MPLX | $4.98M | 29.98% | 0.01% | Not reported | Q3 2021 |
| SANG | $2.61M | 15.72% | 2.07% | Not reported | Q3 2023 |
| CCO | $1.67M | 10.07% | 0.14% | Not reported | Q3 2021 |
 IHRT | $866K | 5.22% | 5.89% | Not reported | Q3 2021 |
| Q4 2025 | |||||
| MPLX | $4.65M | 42.59% | 0.01% | Not reported | Q3 2021 |
| SANG | $3.48M | 31.85% | 2.07% | Not reported | Q3 2023 |
| CCO | $1.56M | 14.27% | 0.14% | Not reported | Q3 2021 |
| IHRT | $1.23M | 11.29% | 5.89% | Not reported | Q3 2021 |
| Q3 2025 | |||||
| MPLX | $4.36M | 23.42% | 0.01% | Not reported | Q3 2021 |
| SANG | $3.4M | 18.29% | 2.07% | Not reported | Q3 2023 |
| CCO | $1.11M | 5.99% | 0.14% | Not reported | Q3 2021 |
| IHRT | $851K | 4.58% | 5.89% | Not reported | Q3 2021 |
 ECHO | $300K | 1.61% | 0.01% | New | Q3 2025 |