Penn Mutual Asset Management’s NACCO Industries NC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$890K	Buy	20,078 +4,118	+26%	+$182K	1.57%	12
2025 Q1	$538K	Buy	15,960 +2,425	+18%	+$81.8K	1.03%	28
2024 Q4	$404K	Buy	+13,535	New	+$404K	0.73%	44