Ronald Muhlenkamp's portfolio and holdings - Dec 2023

As per corporate shareholdings filed for , people matching Ronald Muhlenkamp publicly holds 26 stocks with a net worth of over US$ 408.9 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 36.96 459,533 0.57% 0.01 17.0 M
Rush Enterprises Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 71.03 367,713 0.47% 0.00 26.1 M
BGC Group Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 11.19 1,711,927 0.35% 0.01 19.2 M
Kirby Corp. Muhlenkamp & Co Inc 144.48 168,207 0.29% 0.01 24.3 M
Mastec Inc. Muhlenkamp & Co Inc 425.39 131,009 0.16% 0.00 55.7 M
Taylor Morrison Home Corp. Muhlenkamp & Co Inc 58.58 152,532 0.14% 0.00 8.9 M
Transocean Ltd Muhlenkamp & Co Inc 6.88 976,758 0.12% 0.00 6.7 M
EQT Corp Muhlenkamp & Co Inc 59.08 447,752 0.10% -0.01 26.5 M
Royal Gold, Inc. Muhlenkamp & Co Inc 228.42 57,485 0.09% 0.00 13.1 M
PulteGroup Inc Muhlenkamp & Co Inc 115.15 96,568 0.05% 0.00 11.1 M
Westinghouse Air Brake Technologies Corp Muhlenkamp & Co Inc 262.22 61,962 0.04% 0.00 16.2 M
Dow Inc Muhlenkamp & Co Inc 40.58 221,932 0.03% 0.00 9.0 M
Mckesson Corporation Muhlenkamp & Co Inc 807.85 38,482 0.03% 0.00 31.1 M
Occidental Petroleum Corp. Muhlenkamp & Co Inc 60.27 235,119 0.03% 0.00 14.2 M
United Rentals, Inc. Muhlenkamp & Co Inc 925.21 15,040 0.02% 0.00 13.9 M
SLB Muhlenkamp & Co Inc 55.63 313,245 0.02% 0.00 17.4 M
Microchip Technology, Inc. Muhlenkamp & Co Inc 95.30 111,635 0.02% 0.00 10.6 M
Newmont Corp Muhlenkamp & Co Inc 108.33 143,601 0.01% NEW 15.6 M
Rush Enterprises Inc - Ordinary Shares - Class B Muhlenkamp & Co Inc 67.75 9,501 0.01% 0.00 643.7 K
Bristol-Myers Squibb Co. Muhlenkamp & Co Inc 57.38 131,760 0.01% 0.00 7.6 M
Broadcom Inc Muhlenkamp & Co Inc 416.50 15,631 0.00% 0.00 6.5 M
Unitedhealth Group Inc Muhlenkamp & Co Inc 370.75 24,919 0.00% 0.00 9.2 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Muhlenkamp & Co Inc 468.52 37,849 0.00% -2.60 17.7 M
Enterprise Products Partners L P - Unit Muhlenkamp & Co Inc 38.67 24,855 0.00% 0.00 961.1 K
Microsoft Corporation Muhlenkamp & Co Inc 413.62 30,928 0.00% 0.00 12.8 M
Apple Inc Muhlenkamp & Co Inc 276.83 60,434 0.00% 0.00 16.7 M
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