Ronald Muhlenkamp's portfolio and holdings - Aug 2023

As per corporate shareholdings filed for , people matching Ronald Muhlenkamp publicly holds 26 stocks with a net worth of over US$ 358.2 M.

These are shares held by Ronald Muhlenkamp as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
NMI Holdings Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 37.30 455,821 0.55% 0.20 17.0 M
Rush Enterprises Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 71.72 239,731 0.30% -0.15 17.2 M
Kirby Corp. Muhlenkamp & Co Inc 145.19 167,205 0.28% 0.01 24.3 M
Mastec Inc. Muhlenkamp & Co Inc 432.16 127,819 0.16% 0.00 55.2 M
Transocean Ltd Muhlenkamp & Co Inc 6.45 855,992 0.11% NEW 5.5 M
EQT Corp Muhlenkamp & Co Inc 58.49 445,715 0.11% -0.01 26.1 M
Royal Gold, Inc. Muhlenkamp & Co Inc 227.87 56,859 0.09% 0.02 13.0 M
Taylor Morrison Home Corp. Muhlenkamp & Co Inc 59.01 85,789 0.08% NEW 5.1 M
Dow Inc Muhlenkamp & Co Inc 40.91 217,893 0.03% 0.00 8.9 M
Westinghouse Air Brake Technologies Corp Muhlenkamp & Co Inc 265.50 55,327 0.03% 0.00 14.7 M
Mckesson Corporation Muhlenkamp & Co Inc 803.47 38,325 0.03% 0.00 30.8 M
Occidental Petroleum Corp. Muhlenkamp & Co Inc 59.54 232,872 0.03% 0.00 13.9 M
Franco-Nevada Corporation Muhlenkamp & Co Inc 226.00 47,783 0.02% 0.00 10.8 M
PulteGroup Inc Muhlenkamp & Co Inc 117.50 54,519 0.02% NEW 6.4 M
SLB Muhlenkamp & Co Inc 55.87 311,735 0.02% 0.00 17.4 M
Microchip Technology, Inc. Muhlenkamp & Co Inc 96.40 111,744 0.02% 0.00 10.8 M
CVS Health Corp Muhlenkamp & Co Inc 81.55 110,695 0.01% 0.00 9.0 M
Rush Enterprises Inc - Ordinary Shares - Class B Muhlenkamp & Co Inc 69.33 6,335 0.01% 0.00 439.2 K
Bristol-Myers Squibb Co. Muhlenkamp & Co Inc 57.23 129,569 0.01% 0.00 7.4 M
Broadcom Inc Muhlenkamp & Co Inc 422.37 16,035 0.00% 0.00 6.8 M
Unitedhealth Group Inc Muhlenkamp & Co Inc 367.48 24,730 0.00% 0.00 9.1 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Muhlenkamp & Co Inc 468.12 37,646 0.00% 0.00 17.6 M
Enterprise Products Partners L P - Unit Muhlenkamp & Co Inc 38.75 24,855 0.00% 0.00 963.1 K
Microsoft Corporation Muhlenkamp & Co Inc 411.83 30,892 0.00% 0.00 12.7 M
Apple Inc Muhlenkamp & Co Inc 280.10 60,370 0.00% 0.00 16.9 M
Exxon Mobil Corp. Muhlenkamp & Co Inc 153.06 1,952 0.00% 0.00 298.8 K
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