Ronald Muhlenkamp's portfolio and holdings - Dec 2025

As per corporate shareholdings filed for , people matching Ronald Muhlenkamp publicly holds 25 stocks with a net worth of over US$ 408.8 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 37.66 467,789 0.61% 0.01 17.6 M
Rush Enterprises Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 70.92 375,519 0.48% 0.00 26.6 M
BGC Group Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 11.10 1,759,280 0.37% -0.01 19.5 M
Celanese Corp - Ordinary Shares - Series A Muhlenkamp & Co Inc 69.01 209,403 0.19% 0.02 14.5 M
Taylor Morrison Home Corp. Muhlenkamp & Co Inc 59.44 158,548 0.17% 0.01 9.4 M
Mastec Inc. Muhlenkamp & Co Inc 437.51 105,760 0.13% 0.00 46.3 M
Royal Gold, Inc. Muhlenkamp & Co Inc 225.90 87,928 0.10% 0.00 19.9 M
Icon Plc Muhlenkamp & Co Inc 121.32 73,865 0.10% 0.00 9.0 M
EQT Corp Muhlenkamp & Co Inc 58.72 451,127 0.07% 0.00 26.5 M
LyondellBasell Industries NV - Ordinary Shares - Class A Muhlenkamp & Co Inc 77.76 185,821 0.06% 0.00 14.4 M
Microchip Technology, Inc. Muhlenkamp & Co Inc 98.48 202,985 0.04% 0.00 20.0 M
Westinghouse Air Brake Technologies Corp Muhlenkamp & Co Inc 263.44 63,301 0.04% 0.00 16.7 M
Agnico Eagle Mines Ltd Muhlenkamp & Co Inc 178.14 151,269 0.03% 0.00 26.9 M
Newmont Corp Muhlenkamp & Co Inc 109.01 284,481 0.03% 0.00 31.0 M
United Rentals, Inc. Muhlenkamp & Co Inc 933.95 15,606 0.02% 0.00 14.6 M
Mckesson Corporation Muhlenkamp & Co Inc 801.01 27,193 0.02% 0.00 21.8 M
SLB Muhlenkamp & Co Inc 56.00 322,031 0.02% 0.00 18.0 M
Chart Industries Inc Muhlenkamp & Co Inc 207.75 7,924 0.02% 0.00 1.6 M
Rush Enterprises Inc - Ordinary Shares - Class B Muhlenkamp & Co Inc 67.93 9,501 0.01% 0.00 645.4 K
Travelers Companies Inc. Muhlenkamp & Co Inc 301.35 6,627 0.00% 0.00 2.0 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Muhlenkamp & Co Inc 465.52 38,411 0.00% 0.00 17.9 M
Enterprise Products Partners L P - Unit Muhlenkamp & Co Inc 38.50 24,855 0.00% 0.00 956.9 K
GE Vernova Inc. Muhlenkamp & Co Inc 1095.21 1,426 0.00% 0.00 1.6 M
Microsoft Corporation Muhlenkamp & Co Inc 411.38 33,005 0.00% 0.00 13.6 M
Apple Inc Muhlenkamp & Co Inc 284.18 62,841 0.00% 0.00 17.9 M
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