PPM America Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), PPM America Inc. reported 6 stock positions worth $18.6 million. Its top holding was iShares Broad Usd High Yield (USHY) at 46.1% of the portfolio, followed by MPLX (MPLX, 23.4%) and Sangoma Technologies (SANG, 18.3%). Compared with Q2 2025, it opened 2 new positions. The biggest buy was a new position in iShares Broad Usd High Yield (USHY).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0000898417
- Portfolio Value
- $18.6M (Q3 2025)
- SEC Filing
- 0000898417-25-000012 ↗ filed Nov 12, 2025
Holdings Value
Holdings 6 stocks · $18.6M
| USHY iShares Broad Usd High Yield | 46.12% | 227,053 | $8.6M | New |
| MPLX MPLX LP | 23.42% | 87,200 | $4.4M | No change |
| SANG Sangoma Technologies Corp. | 18.29% | 688,523 | $3.4M | No change |
| CCO Clear Channel Outdoor Holdin | 5.99% | 705,613 | $1.1M | No change |
| IHRT Iheartmedia Inc. Class A | 4.58% | 296,607 | $851K | No change |
| ECHO Echostar Corp. Class A | 1.61% | 3,928 | $300K | New |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 2025
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 |