PPM America Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), PPM America Inc. reported 5 stock positions worth $16.6 million. Its top holding was iShares Broad Usd High Yield (USHY) at 39.0% of the portfolio, followed by MPLX (MPLX, 30.0%) and Sangoma Technologies (SANG, 15.7%). Compared with Q4 2025, it opened 1 new position. 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
$16.6M (Q1 2026)
SEC Filing
0000898417-26-000004 ↗ filed May 12, 2026

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 Q2 2025 Q3 2025: $18.6M Q3 2025 Q4 2025: $10.9M Q4 2025 Q1 2026: $16.6M $16.6M Q1 2026 Q2 2026: $15.1M Q2 2026

Holdings 5 stocks · $16.6M
USHY iShares Broad Usd High Yield 39.01% 175,800 $6.5M New
MPLX MPLX LP 29.98% 87,200 $5.0M No change
SANG Sangoma Technologies Corp. 15.72% 688,523 $2.6M No change
CCO Clear Channel Outdoor Holdin 10.07% 705,613 $1.7M No change
IHRT Iheartmedia Inc. Class A 5.22% 296,607 $866K No change

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
USHY iShares Broad Usd High Yield New 39.01% +39.01

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