13F Pro

PPM AMERICA INC/IL

Institutional InvestorSimilar funds →SEC EDGAR: CIK 898417
Institutional-grade research for retail investors

13F Reported Value

ⓘ

$16.6M

Holdings

5

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

PPM AMERICA INC/IL disclosed 5 positions worth $16.6M in its Form 13F-HR for Q1 2026, followed by $MPLX and $SANG. During the quarter the fund opened 1 new position and exited 0. The portfolio is most concentrated in Other (39.0% of disclosed assets). All figures are sourced directly from PPM AMERICA INC/IL’s Form 13F-HR filing with the SEC under CIK 898417.

AI Fund Analysis

Stable
MPLX$MPLX
30.0% weight
Held 6 quarters
SANG$SANG
15.7% weight
Held 6 quarters
CCO$CCO
10.1% weight
Held 6 quarters
IHRT$IHRT
5.2% weight
Held 6 quarters

Sector Allocation

OtherEnergyTechnologyCommunication Services

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of PPM AMERICA INC/IL's 5 positions.

Showing top 5 of 5 holdings.

Sector Allocation

Other

$6.5M

Energy

$5.0M

Technology

$4.3M

Communication Services

$866,092

Full Holdings — PPM AMERICA INC/IL (Q1 2026)

All 5 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1—ISHARES BROAD USD HI$6.5M39.0%NEW—
2MPLX$MPLXMPLX LP$5.0M30.0%+0%76.5
3SANG$SANGSangoma Technologies Corp$2.6M15.7%+0%—
4CCO$CCOClear Channel Outdoor Holdings, Inc.$1.7M10.1%+0%47.1
5IHRT$IHRTiHeartMedia, Inc.$866,0925.2%+0%36.2

New Positions (1)

ISHARES BROAD USD HI$6.5M

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AI-Powered Hedge Fund Analysis: PPM AMERICA INC/IL

13F Pro is an AI hedge fund tracker and stock research platform. For PPM AMERICA INC/IL (SEC CIK: 898417), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in PPM AMERICA INC/IL's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.