PPM America Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), PPM America Inc. reported 4 stock positions worth $10.0 million. Its top holding was MPLX (MPLX) at 44.9% of the portfolio, followed by Sangoma Technologies (SANG, 41.6%) and Clear Channel Outdoor Holdin (CCO, 8.3%). Compared with Q1 2025, it sold out of 1. The biggest sale was an exit from iShares Broad Usd High Yield (USHY).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0000898417
Portfolio Value
$10.0M (Q2 2025)
SEC Filing
0000898417-25-000008 ↗ filed Aug 11, 2025

Holdings Value

0$5.0M$10.0M$15.0M$20.0M Q1 2024: $15.0M Q1 2024 Q2 2024: $11.3M Q2 2024 Q3 2024: $11.1M Q3 2024 Q4 2024: $10.7M Q4 2024 Q1 2025: $14.0M Q1 2025 Q2 2025: $10.0M $10.0M Q2 2025 Q3 2025: $18.6M Q3 2025 Q4 2025: $10.9M Q4 2025 Q1 2026: $16.6M Q1 2026 Q2 2026: $15.1M Q2 2026

Holdings 4 stocks · $10.0M
MPLX MPLX LP 44.90% 87,200 $4.5M No change
SANG Sangoma Technologies Corp. 41.64% 688,523 $4.2M No change
CCO Clear Channel Outdoor Holdin 8.25% 705,613 $826K No change
IHRT Iheartmedia Inc. Class A 5.22% 296,607 $522K No change

Portfolio Sells Q1 2025 → Q2 2025
USHY iShares Broad Usd High Yield Sold out 0.00% −34.89

Portfolio Buys Q1 2025 → Q2 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$15.1MBKLN, MPLX, SANG, CCO
Q1 2026 5$16.6MUSHY, MPLX, SANG, CCO, IHRT
Q4 2025 4$10.9MMPLX, SANG, CCO, IHRT
Q3 2025 6$18.6MUSHY, MPLX, SANG, CCO, IHRT
Q2 2025 4$10.0MMPLX, SANG, CCO, IHRT
Q1 2025 5$14.0MUSHY, MPLX, SANG, CCO, IHRT
Q4 2024 5$10.7MSANG, MPLX, CCO, IHRT, METC
Q3 2024 5$11.1MMPLX, SANG, NAPA, CCO, IHRT
Q2 2024 6$11.3MMPLX, SANG, NAPA, CCO, AMPY
Q1 2024 10$15.0MMPLX, SANG, NAPA, USHY, CCO