Ronald Muhlenkamp's portfolio and holdings - Dec 2025

As per corporate shareholdings filed for , people matching Ronald Muhlenkamp publicly holds 28 stocks with a net worth of over US$ 368.1 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.

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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 40.37 466,347 0.61% 0.00 18.8 M
Rush Enterprises Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 56.76 374,051 0.49% 0.00 21.2 M
BGC Group Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 9.08 1,751,739 0.37% 0.00 15.9 M
Celanese Corp - Ordinary Shares - Series A Muhlenkamp & Co Inc 44.49 184,455 0.17% 0.00 8.2 M
Taylor Morrison Home Corp. Muhlenkamp & Co Inc 59.09 157,398 0.16% 0.00 9.3 M
Mastec Inc. Muhlenkamp & Co Inc 236.35 105,786 0.13% 0.00 25.0 M
Royal Gold, Inc. Muhlenkamp & Co Inc 244.40 87,585 0.10% 0.00 21.4 M
Icon Plc Muhlenkamp & Co Inc 201.48 73,467 0.10% 0.00 14.8 M
EQT Corp Muhlenkamp & Co Inc 53.41 450,963 0.07% 0.00 24.1 M
LyondellBasell Industries NV - Ordinary Shares - Class A Muhlenkamp & Co Inc 46.20 184,075 0.06% 0.00 8.5 M
Microchip Technology, Inc. Muhlenkamp & Co Inc 74.87 201,753 0.04% 0.00 15.1 M
Westinghouse Air Brake Technologies Corp Muhlenkamp & Co Inc 220.94 63,030 0.04% 0.00 13.9 M
Agnico Eagle Mines Ltd Muhlenkamp & Co Inc 180.62 151,311 0.03% 0.00 27.3 M
Newmont Corp Muhlenkamp & Co Inc 109.20 283,943 0.03% 0.00 31.0 M
United Rentals, Inc. Muhlenkamp & Co Inc 892.10 15,523 0.02% 0.00 13.8 M
Mckesson Corporation Muhlenkamp & Co Inc 826.51 27,108 0.02% 0.00 22.4 M
SLB Muhlenkamp & Co Inc 43.63 319,738 0.02% 0.00 14.0 M
Chart Industries Inc Muhlenkamp & Co Inc 206.25 7,924 0.02% 0.00 1.6 M
JD.com Inc - ADR Muhlenkamp & Co Inc 29.60 181,412 0.01% 0.00 5.4 M
Rush Enterprises Inc - Ordinary Shares - Class B Muhlenkamp & Co Inc 56.63 9,501 0.01% 0.00 538.0 K
First Commonwealth Financial Corp. Muhlenkamp & Co Inc 17.10 10,154 0.01% 0.00 173.6 K
Travelers Companies Inc. Muhlenkamp & Co Inc 285.19 6,627 0.00% 0.00 1.9 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Muhlenkamp & Co Inc 499.05 38,380 0.00% 0.00 19.2 M
Enterprise Products Partners L P - Unit Muhlenkamp & Co Inc 31.73 24,855 0.00% 0.00 788.6 K
Royal Caribbean Group Muhlenkamp & Co Inc 297.75 2,671 0.00% 0.00 795.3 K
GE Vernova Inc. Muhlenkamp & Co Inc 686.33 1,426 0.00% 0.00 978.7 K
Microsoft Corporation Muhlenkamp & Co Inc 478.51 32,347 0.00% 0.00 15.5 M
Apple Inc Muhlenkamp & Co Inc 262.36 62,673 0.00% 0.00 16.4 M
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