Barrow Hanley Floating Rate Fund
Perpetual Americas Funds 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.

Dec 31, 2025 → Mar 31, 2026

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

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MYEYEDR TERM B 1LN 04/15/2031 0 1,433,766 1,433,766 1.36% $1.43M
PROOFPOINT TERM 1LN 08/31/2028 0 1,256,746 1,256,746 1.15% $1.21M
Asurion First-lien Term Loan B-14 375 2033-02-09 0 1,182,000 1,182,000 1.08% $1.14M
WOOF TL B 1L USD 0 1,000,000 1,000,000 0.92% $975.34K
Chariot Buyer LLC/Term Loan B 07/25 0 912,797 912,797 0.86% $903.34K
OSAIC HOLDINGS INC TL 0 870,200 870,200 0.81% $853.13K
Franklin Square Holdings LP 2024 Term Loan B 0 1,000,000 1,000,000 0.79% $835.00K
Karman Holdings Term Loan B (Add-on) 275 2032-04-01 0 833,630 833,630 0.79% $833.11K
Indicor LLC, First Lien, Dollar CME Term Loan, E 0 770,427 770,427 0.73% $769.68K
Mativ Holdings, Inc., First Lien Term Loan B 0 750,000 750,000 0.68% $720.00K
MICHAELS TERM 1LN 02/19/2033 0 696,459 696,459 0.64% $674.38K
CROWN SUBSEA COMM TL 0 643,500 643,500 0.61% $644.63K
ENGINEERED MACHY 11/26/32 0 634,995 634,995 0.60% $636.74K
Culligan Holding 07/31/28 0 626,959 626,959 0.59% $625.10K
CCC TL B 1L USD 0 703,700 703,700 0.57% $605.63K
Ultimate Software Group, Inc., First Lien Term Loan 0 567,900 567,900 0.51% $541.85K
Knowlton Development Corp., Inc., First Lien, Dollar CME Term Loan 0 500,000 500,000 0.47% $495.10K
FISERV INVESTMENT SOLUTIO 0 500,000 500,000 0.46% $487.08K
SHEARER'S FOODS TERM B 1LN 02/12/2031 0 500,000 500,000 0.46% $486.88K
PROAMPAC TERM B 1LN 02/18/2033 0 500,000 500,000 0.46% $481.62K
Arbor Realty SR Inc 0 500,000 500,000 0.44% $462.36K
HOLOGIC INC TL 0 351,200 351,200 0.33% $346.81K
Tempo Acquisition LLC, First Lien, Seventh Incremental CME Term Loan 0 479,978 479,978 0.33% $344.24K
BROPAR TL B4 1L USD 0 256,900 256,900 0.24% $250.25K
Golden State Foods LLC, First Lien, Initial CME Term Loan 0 233,006 233,006 0.22% $233.01K
PRIMO BRANDS CORPORATION 2026 TERM LOAN B 0 193,900 193,900 0.18% $194.11K
BXMT TL B 1L USD 0 102,691 102,691 0.10% $102.43K
Adtalem Global Education Inc., Term Loan 0 97,000 97,000 0.09% $97.12K
Resonetics Term Loan B (Add-on) 275 2031-06-01 0 97,000 97,000 0.09% $96.48K
Quartz AcquireCo LLC, First Lien, Term Loan, B2 0 100,000 100,000 0.08% $83.00K
TUPLE US BIDCO LLC TLB 0 70,200 70,200 0.06% $67.92K
VSE CORPORATION TL 0 67,900 67,900 0.06% $67.76K
ALLIANT INSURANCE 7/25 COV-LITE TLB 9/19/2031 0 67,900 67,900 0.06% $67.31K
GULFSIDE SUPPLY INC TL 0 67,900 67,900 0.06% $61.87K
Ultra Clean Holdings Inc 2025 Repriced Term Loan B 0 40,343 40,343 0.04% $40.32K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
T/L LIFEPOINT HEALTH INC REGD ZCP TERM LOAN 0.00000000 1,478,392 0 -1,478,392 0.00% -$1.48M
MyEyeDr Term Loan B 350 2031-04-01 1,433,766 0 -1,433,766 0.00% -$1.44M
Karman Holdings Term Loan B 350 2032-02-17 1,336,979 0 -1,336,979 0.00% -$1.35M
Proofpoint Term Loan B 300 2028-08-01 1,259,943 0 -1,259,943 0.00% -$1.27M
WOOF TL B 1L USD 1,045,000 0 -1,045,000 0.00% -$1.03M
ULTRA CLEAN HLDNGS INC TL 999,356 0 -999,356 0.00% -$1.00M
CHARIOT BUYER LLC TL 915,090 0 -915,090 0.00% -$916.43K
NATIONAL MENTOR TERM B 1LN 03/02/2028 915,343 0 -915,343 0.00% -$914.39K
T/L TEGRA118 WEALTH SOLUTION REGD ZCP TERM LOAN 0.00000000 910,799 0 -910,799 0.00% -$898.05K
OSAIC HLDGS INC TL 800,000 0 -800,000 0.00% -$802.85K
DXP Enterprises Term Loan B 375 2030-10-01 774,279 0 -774,279 0.00% -$779.89K
Roper Technologies/Indicor 12/24 (USD) Cov-Lite TL 772,373 0 -772,373 0.00% -$776.50K
T/L CROWN SUBSEA COMMUNICATIONS HOLDING INC 0.00000000 643,500 0 -643,500 0.00% -$647.68K
ENGNRED MCHNRY HLDNGS INC 2021 USD INCREMENTAL TL 556,853 0 -556,853 0.00% -$559.17K
T/L AI AQUA MERGER SUB INC 0.00000000 498,211 0 -498,211 0.00% -$499.12K
ASURION TERM LOAN B11 1LN 08/19/2028 432,242 0 -432,242 0.00% -$432.78K
T/L GREAT OUTDOORS GROUP LLC REGD 0.00000000 305,429 0 -305,429 0.00% -$306.96K
SKX TL B 1L USD 300,000 0 -300,000 0.00% -$302.06K
Victra Holdings LLC, First Lien Term Loan 264,059 0 -264,059 0.00% -$264.14K
GOLDEN ST FOOD 10/07/31 233,596 0 -233,596 0.00% -$234.74K
Victorias Secret Term Loan B 325 2028-06-19 226,329 0 -226,329 0.00% -$226.99K
ARI TL B 1L USD 222,442 0 -222,442 0.00% -$223.83K
US FERTILITY ENTERPRS TL 149,332 0 -149,332 0.00% -$149.33K
Blackstone Mortgage Trust Term Loan B-5 300 2030-12-01 102,691 0 -102,691 0.00% -$103.01K
SUMMIT ACQ TL 83,000 0 -83,000 0.00% -$83.52K
T/L AAL DELAWARE HOLDCO INC REGD 0.00000000 82,791 0 -82,791 0.00% -$83.12K
KREF HOLDINGS X LLC 2025 TERM LOAN 81,795 0 -81,795 0.00% -$82.15K
Engineered Machinery Holdings, Inc., First Lien, 2025 Delayed Draw Term Loan 81,540 0 -81,540 0.00% -$81.99K
Austin Powder Holdings Company Term Loan B 325 2031-07-21 79,100 0 -79,100 0.00% -$79.35K
Paradigm Outcomes 7/25 Cov-Lite TLB 76,425 0 -76,425 0.00% -$76.83K
ECI MACOLA MAX TL 76,423 0 -76,423 0.00% -$76.75K
Imprivata Term Loan B 300 2027-12-01 58,409 0 -58,409 0.00% -$58.58K
NATIONAL MENTOR TERM C 1LN 03/02/2028 26,728 0 -26,728 0.00% -$26.70K
NOVOLEX TERM B-DD 1LN 03/29/2032 18,370 0 -18,370 0.00% -$18.35K
US FERTILITY TL 6,805 0 -6,805 0.00% -$6.80K
NVEICN TL B1 1L USD 0 0 -0 0.00% -$0
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NT-INST TRSR-PRM 2,894,240 4,529,966 1,635,726 4.29% $1.64M
Koppers, Inc., First Lien, 2023 Term Loan, B2 1,158,544 2,155,619 997,074 2.03% $994.60K
ACRISU TL B 1L USD 371,070 1,370,140 999,070 1.26% $954.70K
VT Topco, Inc., First Lien Term Loan 1,238,778 1,301,350 62,572 1.20% $41.36K
SUMMIT BEHAVIORAL TL 969,786 1,467,337 497,551 1.19% $423.02K
SEVITA TERM 1LN 12/12/2030 276,850 1,218,921 942,071 1.15% $934.28K
Novolex Term Loan B (Incremental) 325 2032-03-15 1,081,147 1,093,615 12,468 0.97% -$61.00K
DXP Enterprises Term Loan B 325 2030-10-01 118,700 890,747 772,047 0.85% $774.71K
Weld North Education LLC Term Loan 285,800 785,075 499,275 0.69% $449.95K
OneDigital Health and Benefits Term Loan B 300 2031-07-01 606,423 672,788 66,365 0.62% $41.84K
Verscend Holding Corp., Term Loan B 559,445 623,732 64,287 0.54% $36.84K
SEVITA TERM DD 1LN 12/12/2030 118,650 522,395 403,745 0.49% $400.41K
RCM TL B 1L USD 440,218 502,462 62,244 0.47% $50.87K
T/L DAYFORCE INC REGD 0.00000000 159,000 259,000 100,000 0.23% $86.25K
&&& MSP LAW FIRM PLLC 720,749 872,361 151,612 0.08% -$55.21K
RCM TL DD 1L USD 31,602 36,161 4,559 0.03% $3.74K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
T/L MAGNITE INC REGD 0.00000000 1,608,801 1,604,759 -4,042 1.50% -$18.07K
Smart Start First-lien Term Loan 425 2028-12-01 1,524,791 1,520,960 -3,831 1.44% -$10
Imperial Dade Term Loan B 325 2030-12-01 1,537,982 1,534,108 -3,874 1.43% -$10.22K
Agiliti (Universal Hospital Services) Term Loan B 300 2030-04-22 1,400,909 1,397,335 -3,574 1.28% -$13.97K
MICRO HOLDN CORP TL 1S 52 1,501,059 1,497,220 -3,839 1.22% -$108.91K
Greystone Select Financial Term Loan B 500 2028-04-24 1,317,033 1,312,743 -4,290 1.21% -$15.71K
Promontory Interfinancial/IntraFi Network 1/25 TLB 1,280,942 1,277,724 -3,218 1.16% -$35.83K
HEARTLAND DENTAL TL 1,187,417 1,184,441 -2,976 1.12% -$10.39K
Tronox Term Loan B 250 2031-09-10 1,497,487 1,493,715 -3,772 1.07% -$20.77K
TMS International Term Loan B 325 2030-03-01 1,136,600 1,133,737 -2,863 1.07% -$9.96K
Upbound Group, Inc., First Lien, 2025 CME Term Loan 1,128,666 1,125,845 -2,822 1.06% -$10.81K
BIFM US Finance LLC 1,072,197 1,069,496 -2,701 1.01% -$9.96K
Panther BF Aggregator 2 L.P. (Power Solutions, Clarios POWSOL), Term Loan B 1,000,000 997,500 -2,500 0.94% -$9.74K
Wireco WorldGroup Term Loan B 375 2028-11-01 934,689 932,311 -2,378 0.88% -$6.27K
B&G FOODS TL 998,426 995,905 -2,521 0.88% -$32.05K
United Natural Foods Term Loan B 475 2031-04-15 906,729 903,784 -2,945 0.86% -$4.31K
Wilsonart Term Loan B 425 2031-07-14 1,004,850 1,002,312 -2,538 0.82% -$102.69K
MEDRSK TL 1L USD 873,575 871,574 -2,001 0.82% -$6.90K
Pregis TopCo LLC/Term Loan 5/25 870,460 868,273 -2,187 0.82% -$10.61K
DS Parent Inc Term Loan B 987,500 985,000 -2,500 0.82% -$37.25K
T/L DAVE & BUSTER'S INC REGD 0.00000000 1,009,800 1,007,250 -2,550 0.79% -$60.31K
PERCOR TL B 1L USD 923,123 920,653 -2,470 0.74% -$71.28K
CHARLOTTE BUYER TRM LN 773,294 771,346 -1,948 0.72% $5.01K
Jefferies Finance/JFIN Co-Issuer Corp Term Loan B 300 2031-09-24 778,633 776,666 -1,966 0.72% -$9.72K
Forefront Dermatology Term Loan B (Incremental) 550 2029-04-01 797,850 795,825 -2,025 0.72% -$16.22K
Azuria Water Solutions, Inc., Term Loan B 759,142 757,230 -1,912 0.71% -$13.09K
CTAC TL B 1L USD 748,120 746,241 -1,880 0.71% -$4.18K
T/L CENTRAL PARENT LLC REGD ZCP TERM LOAN 0.00000000 1,028,810 1,026,212 -2,598 0.69% -$140.21K
Zest Dental Term Loan B 525 2028-02-01 738,830 736,930 -1,899 0.68% -$9.23K
Compass Power Generation Term Loan B 325 2029-04-01 710,531 696,441 -14,090 0.66% -$14.94K
T/L CSC HOLDINGS LLC REGD 0.00000000 765,630 763,599 -2,031 0.64% $3.51K
MH Sub I LLC, First Lien, 2024 December New Term Loan 1,015,981 1,013,422 -2,559 0.64% -$195.63K
VCVHHO TL 1L USD 727,866 726,041 -1,824 0.63% -$30.52K
Alliance Laundry Systems Term Loan B 350 2031-07-30 670,988 663,614 -7,373 0.63% -$10.79K
Help At Home Term Loan B 500 2031-09-09 750,000 748,111 -1,889 0.60% -$19.16K
TK Elevator Midco GmbH (Vertical MidCo), Facility B (USD) - First Lien 1,130,483 627,657 -502,826 0.60% -$508.23K
Adient US LLC, Term Loan B2 1,106,217 603,410 -502,808 0.57% -$507.88K
T/L ACRISURE LLC REGD 0.00000000 622,173 620,606 -1,567 0.57% -$20.73K
Forefront Dermatology Term Loan B 425 2029-03-07 637,000 635,354 -1,646 0.57% -$15.62K
NORTHLAND/MEGA B 11/12/27 614,081 612,469 -1,612 0.55% $1.52K
Fleet US Bidco Inc 2024 1st Lien Term Loan B 561,460 560,056 -1,404 0.53% -$3.51K
Xplor Technologies Term Loan B 350 2032-10-18 593,300 591,817 -1,483 0.52% -$44.39K
LENDINGTREE INC TL 500,000 498,750 -1,250 0.46% -$9.35K
STG-Fairway Acquisitions, Inc., First Lien Term Loan 494,158 488,315 -5,842 0.45% -$13.88K
Nouryon (fka AkzoNobel Specialty Chemicals) Term Loan B 325 2028-04-01 482,007 480,781 -1,226 0.45% -$11.04K
ASP Dream (DBA FullBloom) Term Loan B 425 2028-11-27 496,144 494,859 -1,285 0.43% -$16.68K
Ineos US Finance LLC, TLB 500,000 498,737 -1,263 0.41% $29.94K
CPM Holdings Term Loan B 450 2028-09-13 423,006 421,929 -1,076 0.40% $1.36K
UNSEAM TL B 1L USD 410,000 408,975 -1,025 0.39% -$3.12K
Opry Entertainment/OEG 400,950 399,938 -1,012 0.38% -$1.35K
CS WHSL GR TL 410,000 408,975 -1,025 0.38% -$660
STRBLE TL 1L USD 416,251 415,205 -1,046 0.38% -$21.08K
EMERALD X INC 2025 TERM LOAN B1 388,102 387,130 -973 0.37% -$3.88K
PetSmart Term Loan B 400 2032-08-02 881,765 381,765 -500,000 0.36% -$498.28K
Five Star Lower Holding LLC 383,150 382,162 -988 0.35% -$6.57K
Adeia, Inc., First Lien, Initial CME Term Loan, B6 401,096 375,066 -26,030 0.35% -$28.16K
T/L KENAN ADVANTAGE GROUP REGD ZCP TERM LOAN 0.00000000 375,172 374,222 -950 0.35% -$1.97K
DUCK CREEK TERM B 1LN 8/6/2032 342,415 341,559 -856 0.32% -$9.40K
DAIRYLAND USA CORP 331,800 324,229 -7,571 0.31% -$8.55K
ASURION TERM B4 2LN 01/20/2029 790,000 310,093 -479,907 0.29% -$466.43K
Triton Water Holdings, Inc., Term Loan B 280,206 279,500 -706 0.27% -$1.29K
W.R. Grace Term Loan B 300 2032-08-03 247,000 246,382 -618 0.23% -$1.51K
Promontory/IntraFi Network 7/25 Incremental TL 250,000 249,375 -625 0.23% -$6.87K
RANPAK CORP TL 242,928 242,316 -612 0.23% -$1.62K
Oravel Stays Private (OYO) Term Loan B 800 2029-12-02 233,268 232,682 -586 0.22% -$2.54K
INST TL B 1L USD 233,712 233,326 -387 0.21% -$10.52K
FORM TECH LLC TL 237,265 236,670 -595 0.20% $1.54K
Trucordia Term Loan B 325 2032-06-07 223,402 222,844 -559 0.19% -$16.71K
Scientific Games Lottery Term Loan B 300 2029-04-01 192,105 191,619 -485 0.18% $80
High Liner Foods Term Loan B 325 2031-07-07 158,300 157,279 -1,021 0.15% -$989
RANPAK CORP DUTCH FAC TL 155,473 155,082 -392 0.15% -$1.04K
Ingram Micro Term Loan B 225 2031-09-01 157,757 118,411 -39,346 0.11% -$39.89K
Project Boost Purchaser LLC, Term Loan 82,792 82,585 -208 0.08% -$3.49K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CHEMOURS CO/THE TERM 1LN B3 10/15/2032 1,866,000 1,866,000 0 1.75% $9.33K
ILFC E-CAPITAL TRUST I 144A VARIABLE RATE 12/21/2065 1,343,000 1,343,000 0 1.08% $17.20K
Chemours Co/The 4.63 11/15/2029 1,185,000 1,185,000 0 1.05% $39.75K
Schweitzer-Mauduit International Term Loan B 375 2028-02-08 1,109,339 1,109,339 0 1.05% $8.32K
TENNECO INC SR SECURED 144A 11/28 8 1,000,000 1,000,000 0 0.94% -$6.76K
GARNET CLO 2025-1 LTD E TSFR3M+625 07/20/2037 144A 1,000,000 1,000,000 0 0.93% -$34.08K
EMPWR 2023-2A ER 1,000,000 1,000,000 0 0.92% -$21.59K
ILFC E-Capital Trust II 1,102,000 1,102,000 0 0.91% $17.70K
CSC HOLDINGS LLC REGD 144A P/P 4.12500000 1,580,000 1,580,000 0 0.90% -$20.79K
T/L MAUSER PACKAGING SOLUTIONS HOLDING COMPANY 0.00000000 977,312 977,312 0 0.89% -$13.18K
PLAY TL B 1L USD 1,065,639 1,065,639 0 0.88% -$50.06K
HAH GRP. HLDG. CO L 9.75% 1,000,000 1,000,000 0 0.83% -$64.29K
EDELMAN FINANCIAL TL 850,000 850,000 0 0.80% -$6.94K
OneDigital Health and Benefits Second-lien Term Loan 525 2032-06-02 810,000 810,000 0 0.75% -$25.82K
Cetera Financial Group Term Loan B 300 2030-08-01 772,596 772,596 0 0.72% -$12.88K
ADNT 7.5 02/15/33 144A 750,000 750,000 0 0.72% -$15.79K
APTIV SWISS HOLD 625,000 625,000 0 0.60% -$17.97K
Sharp Services, LLC, Term Loan 575,131 575,131 0 0.54% -$1.79K
CTM CLO 2025-2, Ltd. 500,000 500,000 0 0.47% -$6.16K
KTAMA 2024-2A E 500,000 500,000 0 0.47% -$9.72K
LAVENDER DUTCH BORROWR TL 500,000 500,000 0 0.47% -$11.66K
ITT HOLDINGS LLC SR UNSECURED 144A 08/29 6.5 500,000 500,000 0 0.46% $6.22K
MATV 8 10/01/29 144A 500,000 500,000 0 0.44% -$39.32K
MKTST 2025-2A E 450,000 450,000 0 0.42% -$10.43K
Pro Mach Term Loan B 275 2032-10-04 396,000 396,000 0 0.37% -$3.37K
Engineered Machinery Holdings, Inc., Second Lien, Incremental Amendment No. 3 Term Loan 395,000 395,000 0 0.37% -$988
CHEMOURS CO/THE COMPANY GUAR 144A 01/33 8 365,000 365,000 0 0.35% $13.59K
T/L STONEPEAK NILE PARENT REGD ZCP TERM LOAN 0.00000000 356,082 356,082 0 0.34% -$762
Eldridge CLO 2025-1, Ltd. 325,000 325,000 0 0.31% -$1.15K
MSOF BEACON LLC TLB 237,300 237,300 0 0.22% -$1.29K
BWIN TL B2 1L USD 237,300 237,300 0 0.22% -$3.56K
PRIORITY HLDGS LLC TL 163,594 163,594 0 0.15% -$1.29K
Summit Behavioral Healthcare, LLC, Term Loan 153,867 153,867 0 0.15% $577
Vista Management Holding, Inc. First Lien Term Loan 149,041 149,041 0 0.14% -$3.01K
DRW Holdings Term Loan B 350 2031-06-16 147,061 147,061 0 0.14% -$551
US Fertility Term Loan B 350 2032-11-29 137,387 137,387 0 0.13% -$859
TMS International Corp/DE 115,000 115,000 0 0.11% -$159
DEL MONTE FOODS TERM 1LN SUPER_PRIORITY FIRST OUT 08/02/2028 124,511 124,511 0 0.06% $1.56K
US FERTILITY ENTERPRISES TERM DD 1LN 12/30/2032 20,816 20,816 0 0.02% -$130
DEL MONTE FOODS TERM 1LN SUPER_PRIORITY SECOND OUT 08/02/2028 106,012 106,012 0 0.00% $0
DEL MONTE FOODS CORP II 244,089 244,089 0 0.00% $0
SVC KING(CARNELIAN PT) 2,554 2,554 0 0.00% $0

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