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PPM AMERICA INC/IL

Q3 2025 · Filed 2025-11-12
Market Value
$18.3B
+182826.0%
Holdings
6
+1
New Purchases
2
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
33.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
USHY 46.87% 0.00% +46.87% $8.6B
SATS 0.00% 0.00% +0.00% $300K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SANG 18.58% 41.64% -23.05% $3.4B
MPLX 23.80% 44.90% -21.10% $4.4B
CCO 6.09% 8.25% -2.16% $1.1B
IHRT 4.65% 5.22% -0.57% $851M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $12.9B 70.7%
Small Cap 2 $2.0B 10.7%
Micro Cap 1 $3.4B 18.6%

Portfolio Analytics

Avg Market Cap
$20.2B
Median Market Cap
$13.8B
Avg P/E
12.2
Median P/E
12.2
Avg Dividend Yield
0.01%
Avg Beta
1.30
# Stocks
5
# ETFs / Funds
1

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 USHY 46.87% 227,053 $8.6B $37,780.00 +227,053 NEW
2 MPLX 23.80% 87,200 $4.4B $49,950.00 $4.4B
3 SANG 18.58% 688,523 $3.4B $4,940.00 $3.4B
4 CCO 6.09% 705,613 $1.1B $1,580.00 $1.1B
5 IHRT 4.65% 296,607 $851M $2,870.00 $851M
6 SATS —% 3,928 $300K $76.36 +3,928 NEW

New Positions

SymbolValue% Port
USHY $8.6B 46.87%
SATS $300K —%
View SEC EDGAR Filings for PPM AMERICA INC/IL →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms