PBBIX
Polen U.S. High Yield Fund
FundVantage Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jan 31, 2025 → Apr 30, 2025

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jan 2025 Shares Apr 2025 Δ shares End % Δ value
QUIKRETE HOLDINGS INC SR SECURED 144A 03/32 6.375 0 48,000 48,000 1.92% $48.36K
STONEPEAK NILE PARENT SR SECURED 144A 03/32 7.25 0 40,000 40,000 1.62% $40.72K
QUIKRETE HOLDINGS INC SR UNSECURED 144A 03/33 6.75 0 32,000 32,000 1.28% $32.15K
Acadia Healthcare Co Inc 0 30,000 30,000 1.19% $30.02K
WEX INC REGD 144A P/P 6.50000000 0 30,000 30,000 1.16% $29.20K
EZCORP, Inc. 0 22,000 22,000 0.92% $23.08K
Clydesdale Acquisition Holdings Inc 0 14,000 14,000 0.57% $14.30K
VM CONSOLIDATED INC REGD 144A P/P 5.50000000 0 6,000 6,000 0.23% $5.79K
Security Shares Jan 2025 Shares Apr 2025 Δ shares End % Δ value
ASURION TERM B4 2LN 01/20/2029 85,000 0 -85,000 0.00% -$82.89K
TRANSDIGM INC SUB 4.625% 01-15-29 50,000 0 -50,000 0.00% -$47.38K
Varsity Brands Term Loan B 375 2031-07-16 42,000 0 -42,000 0.00% -$42.14K
PATRICK INDUSTRIES INC REGD 144A P/P 4.75000000 40,000 0 -40,000 0.00% -$38.17K
ANTERO MIDSTREAM PARTNERS LP / ANTERO MIDSTREAM FIN CORP 5.75% 01/15/2028 144A 35,000 0 -35,000 0.00% -$34.91K
DUN & BRADSTREET CORP/THE 144A 5.000000% 12/15/2029 35,000 0 -35,000 0.00% -$34.07K
IPLPCN 6 09/15/28 144A 32,000 0 -32,000 0.00% -$31.86K
YUM! BRANDS INC SR UNSECURED 04/32 5.375 32,000 0 -32,000 0.00% -$31.33K
T/L KUEHG CORP REGD ZCP TERM LOAN 0.00000000 30,942 0 -30,942 0.00% -$31.30K
SIMMONS FOODS INC/SIMMONS PREP SECURED 144A 03/29 4.625 33,000 0 -33,000 0.00% -$30.80K
H&E EQUIPMENT SERVICES INC 144A 3.875000% 12/15/2028 30,000 0 -30,000 0.00% -$29.99K
IMOLA MERGER CORP SR SECURED 144A 05/29 4.75 30,000 0 -30,000 0.00% -$28.64K
TWLO 3.625 03/15/29 30,000 0 -30,000 0.00% -$27.92K
PZZA 3.875 09/15/29 144A 28,000 0 -28,000 0.00% -$25.46K
T/L CLEAR CHANNEL OUTDOOR HOLDING INC REGD 0.00000000 24,846 0 -24,846 0.00% -$24.98K
HUB International Ltd. 24,000 0 -24,000 0.00% -$24.83K
Post Holdings Inc 25,000 0 -25,000 0.00% -$24.50K
TTM TECHS. INC 4.00% 25,000 0 -25,000 0.00% -$23.47K
MOLINA HEALTHCARE INC REGD 144A P/P 3.87500000 26,000 0 -26,000 0.00% -$22.94K
Restaurant Brands International Limited Partnership 25,000 0 -25,000 0.00% -$22.66K
MOLINA HEALTHCARE INC SR UNSECURED 144A 01/33 6.25 22,000 0 -22,000 0.00% -$21.86K
MULTI-COLOR TERM B 1LN 10/30/2028 21,831 0 -21,831 0.00% -$20.51K
CVET Midco 10/13/29 19,650 0 -19,650 0.00% -$19.09K
ATI INC SR UNSEC 5.125% 10-01-31 20,000 0 -20,000 0.00% -$18.95K
HLT 4 05/01/31 144A 20,000 0 -20,000 0.00% -$18.25K
KALU 4.5 06/01/31 144A 20,000 0 -20,000 0.00% -$17.99K
AS 6.75 02/16/31 144A 16,000 0 -16,000 0.00% -$16.45K
CHTR 4.75 03/01/30 144A 16,000 0 -16,000 0.00% -$14.83K
ENERGIZER HOLDINGS INC REGD 144A P/P 4.75000000 15,000 0 -15,000 0.00% -$14.42K
OTEXCN 4.125 12/01/31 144A 16,000 0 -16,000 0.00% -$14.36K
DYCOM INDUSTRIES INC REGD 144A P/P 4.50000000 15,000 0 -15,000 0.00% -$14.15K
VIASAT INC REGD 144A P/P 5.62500000 10,000 0 -10,000 0.00% -$9.96K
OSCAR ACQUISITIONCO LLC TERM LOAN B 9,775 0 -9,775 0.00% -$9.76K
T/L ARCHES BUYER INC REGD 0.00000000 9,796 0 -9,796 0.00% -$9.61K
DexKo Global Inc., Term Loan B 9,749 0 -9,749 0.00% -$9.35K
AVNT 6.25 11/01/31 144A 8,000 0 -8,000 0.00% -$7.99K
CIENA CORP REGD 144A P/P 4.00000000 5,000 0 -5,000 0.00% -$4.63K
MICRO HOLDN CORP TL 1S 52 3,934 0 -3,934 0.00% -$3.90K
Security Shares Jan 2025 Shares Apr 2025 Δ shares End % Δ value
GRUBHUB HOLDINGS INC REGD 144A P/P 5.50000000 103,000 109,000 6,000 3.92% $2.73K
ADVANTAGE SALES + MARKET SR SECURED 144A 11/28 6.5 85,000 109,000 24,000 3.50% $7.33K
BRUNDAGE-BONE CONCRETE REGD 144A P/P 7.50000000 32,000 50,000 18,000 1.94% $16.32K
MHED 8 08/01/29 144A 32,000 48,000 16,000 1.89% $14.94K
METIS MERGER SUB 34,000 50,000 16,000 1.84% $13.18K
WNC 4.5 10/15/28 144A 26,000 44,000 18,000 1.56% $15.14K
PENN NATL GAMING 26,000 44,000 18,000 1.54% $14.93K
MH Sub I LLC, First Lien, 2024 December New Term Loan 30,000 33,865 3,865 1.19% $615
SHEARE 9.625 09/15/32 144A 10,000 28,000 18,000 1.17% $18.90K
Security Shares Jan 2025 Shares Apr 2025 Δ shares End % Δ value
OUTFRONT MEDIA CAP LLC/C REGD 144A P/P 4.62500000 60,000 32,000 -28,000 1.18% -$26.20K
ZEBRA TECHS. CORP 6.50% 32,000 14,000 -18,000 0.56% -$18.67K
Security Shares Jan 2025 Shares Apr 2025 Δ shares End % Δ value
KENNEDY-WILSON INC SR UNSEC 5.0% 03-01-31 118,000 118,000 0 4.02% -$3.57K
SCIENTIFIC GAMES HOLDINGS LP/SCIENTIFIC GAMES US FINCO INC 6.625% 03/01/2030 144A 94,000 94,000 0 3.56% -$2.05K
TEINEN 6.875 04/15/29 144A 91,000 91,000 0 3.44% -$1.75K
SCIH SALT HOLDINGS INC REGD 144A P/P 6.62500000 68,000 68,000 0 2.63% $98
Jane Street Group / JSG Finance Inc. 64,000 64,000 0 2.50% -$809
DEATIR 8 02/01/28 144A 64,000 64,000 0 2.47% -$1.53K
OSCAR ACQUISITIONCO LLC REGD 144A P/P 9.50000000 66,000 66,000 0 2.39% -$3.97K
DORNOCH DEBT MERGER SUB REGD 144A P/P 6.62500000 74,000 74,000 0 2.04% -$9.24K
HARVEST MIDSTREAM I LP SR UNSECURED 144A 09/28 7.5 50,000 50,000 0 2.01% -$542
SPX FLOW INC REGD 144A P/P 8.75000000 49,000 49,000 0 1.97% -$1.48K
PEDIATRIX MEDICAL GROUP REGD 144A P/P 5.37500000 50,000 50,000 0 1.92% $296
MINERVA MERGER SUB INC 50,000 50,000 0 1.90% -$624
AMERITEX HOLDCO INTERMED REGD 144A P/P 10.25000000 46,000 46,000 0 1.89% -$1.38K
CENTURY ALUMINUM COMPANY REGD 144A P/P 7.50000000 45,000 45,000 0 1.81% -$201
MH SUB I LLC 2021 2ND LIEN TERM LOAN 48,000 48,000 0 1.71% -$4.43K
NGVT 3 7/8 11/01/28 45,000 45,000 0 1.65% -$219
Howard Hughes Corp/The 4.38 02/01/2031 46,000 46,000 0 1.62% -$288
THOR INDUSTRIES REGD 144A P/P 4.00000000 40,000 40,000 0 1.43% -$568
Select Medical Corp. 36,000 36,000 0 1.42% $336
VISANT 8.375 12/01/31 144A 32,000 32,000 0 1.34% $367
TRS 4 1/8 04/15/29 36,000 36,000 0 1.34% $238
ULTI 6.875 02/01/31 144A 32,000 32,000 0 1.31% $252
VIRT 7.5 06/15/31 144A 32,000 32,000 0 1.31% -$366
NSIT 6.625 05/15/32 144A 32,000 32,000 0 1.29% -$65
MADISON IAQ LLC SR UNSECURED 144A 06/29 5.875 34,000 34,000 0 1.28% -$579
FOCUS FINL. PARTNER 6.75% 32,000 32,000 0 1.28% -$30
ELLUCIAN HOLDINGS INC SR SECURED 144A 12/29 6.5 32,000 32,000 0 1.27% -$230
Six Flags Operations Inc. 31,000 31,000 0 1.25% -$531
MVC Acquisition Corp. 32,000 32,000 0 1.25% -$137
DTMINC 4 3/8 06/15/31 30,000 30,000 0 1.10% -$130
TRUK 6.25 02/01/29 144A 36,000 36,000 0 1.07% -$4.46K
PATRICK INDUSTRIES INC REGD 144A P/P 6.37500000 26,000 26,000 0 1.00% -$409
Parkland Corp 25,000 25,000 0 0.94% $255
STATION CASINOS LLC SR UNSECURED 144A 12/31 4.625 26,000 26,000 0 0.93% -$120
GOAT HOLDCO LLC SR SECURED 144A 02/32 6.75 24,000 24,000 0 0.93% -$530
AUTOMATION TOOLI 25,000 25,000 0 0.92% -$164
CCO Holdings, LLC/CCO Holdings Capital Corp. 22,000 22,000 0 0.90% $70
ALLIANT HOLDINGS INTERMEDIATE SR UNSECURED 144A 10/32 7.375 22,000 22,000 0 0.88% -$290
AMN Healthcare Inc 23,000 23,000 0 0.88% -$250
CLEAR CHANNEL OUTDOOR HO SR SECURED 144A 09/28 9 20,000 20,000 0 0.82% -$375
Archrock Partners LP / Archrock Partners Finance Corp 20,000 20,000 0 0.79% -$156
ARCHROCK PARTNERS LP/FIN REGD 144A P/P 6.62500000 20,000 20,000 0 0.79% -$387
AMN HEALTHCARE INC REGD 144A P/P 4.00000000 22,000 22,000 0 0.79% -$345
ADNT 8.25 04/15/31 144A 20,000 20,000 0 0.78% -$1.06K
Six Flags Entertainment Corporation/Canada's Wonderland Company/Magnum Management Corporation 15,000 15,000 0 0.57% -$208
BUILDERS FIRSTSOURCE INC REGD 144A P/P 4.25000000 15,000 15,000 0 0.54% -$1
BIMCN 8.75 07/15/26 144A 10,000 10,000 0 0.35% -$749
TELESAT CANADA/TELESAT L REGD 144A P/P 5.62500000 15,000 15,000 0 0.34% -$340
TELSAT 6.5 10/15/27 144A 10,000 10,000 0 0.16% -$382

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