PPM America Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), PPM America Inc. reported 5 stock positions worth $10.7 million. Its top holding was Sangoma Technologies (SANG) at 45.3% of the portfolio, followed by MPLX (MPLX, 39.1%) and Clear Channel Outdoor Holdin (CCO, 9.1%). Compared with Q3 2024, it opened 1 new position, sold out of 1 and reduced 3. The biggest buy was a new position in Ramaco Res (METC) and the biggest sale an exit from Duckhorn Portfolio (NAPA).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0000898417
- Portfolio Value
- $10.7M (Q4 2024)
- SEC Filing
- 0000898417-25-000002 ↗ filed Feb 11, 2025
Holdings Value
Holdings 5 stocks · $10.7M
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| METC Ramaco Res Inc. | New | 1.02% | +1.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $15.1M | BKLN, MPLX, SANG, CCO |
| Q1 2026 | 5 | $16.6M | USHY, MPLX, SANG, CCO, IHRT |
| Q4 2025 | 4 | $10.9M | MPLX, SANG, CCO, IHRT |
| Q3 2025 | 6 | $18.6M | USHY, MPLX, SANG, CCO, IHRT |
| Q2 2025 | 4 | $10.0M | MPLX, SANG, CCO, IHRT |
| Q1 2025 | 5 | $14.0M | USHY, MPLX, SANG, CCO, IHRT |
| Q4 2024 | 5 | $10.7M | SANG, MPLX, CCO, IHRT, METC |
| Q3 2024 | 5 | $11.1M | MPLX, SANG, NAPA, CCO, IHRT |
| Q2 2024 | 6 | $11.3M | MPLX, SANG, NAPA, CCO, AMPY |
| Q1 2024 | 10 | $15.0M | MPLX, SANG, NAPA, USHY, CCO |