DOSSIER · 13F-HR · Q3 2026
Penn Mutual Asset Management
$23M in tracked AUM across 7 positions as of Q3 2026.
PM
CIK 0000855702 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
The SEC 13F filing for Penn Mutual Asset Management (CIK: 0000855702) reveals a dramatic transformation in the firm's portfolio structure between the third and fourth quarters of 2025. The total portfolio value surged by 785.1%, growing from $18.90M to $167.29M. This exponential increase was driven by a massive capital inflow or a significant strategic reallocation rather than market performance on existing assets.
The portfolio is highly concentrated, consis...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
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