Ronald Muhlenkamp's portfolio and holdings - Jul 2023

As per corporate shareholdings filed for , people matching Ronald Muhlenkamp publicly holds 27 stocks with a net worth of over US$ 309.2 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.

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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 39.52 455,821 0.55% 0.20 18.0 M
Rush Enterprises Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 58.82 239,731 0.30% -0.15 14.1 M
Kirby Corp. Muhlenkamp & Co Inc 112.09 167,205 0.28% 0.01 18.7 M
Mastec Inc. Muhlenkamp & Co Inc 232.94 127,819 0.16% 0.00 29.8 M
Transocean Ltd Muhlenkamp & Co Inc 4.28 855,992 0.11% NEW 3.7 M
EQT Corp Muhlenkamp & Co Inc 56.07 445,715 0.11% -0.01 25.0 M
TEGNA Inc Muhlenkamp & Co Inc 19.76 209,438 0.10% NEW 4.1 M
Royal Gold, Inc. Muhlenkamp & Co Inc 218.52 56,859 0.09% 0.02 12.4 M
Taylor Morrison Home Corp. Muhlenkamp & Co Inc 63.03 85,789 0.08% NEW 5.4 M
Dow Inc Muhlenkamp & Co Inc 24.58 217,893 0.03% 0.00 5.4 M
Westinghouse Air Brake Technologies Corp Muhlenkamp & Co Inc 217.77 55,327 0.03% 0.00 12.0 M
Mckesson Corporation Muhlenkamp & Co Inc 815.54 38,325 0.03% 0.00 31.3 M
Occidental Petroleum Corp. Muhlenkamp & Co Inc 41.20 232,872 0.03% 0.00 9.6 M
Franco-Nevada Corporation Muhlenkamp & Co Inc 214.21 47,783 0.02% 0.00 10.2 M
PulteGroup Inc Muhlenkamp & Co Inc 127.57 54,519 0.02% NEW 7.0 M
SLB Muhlenkamp & Co Inc 40.34 311,735 0.02% 0.00 12.6 M
Microchip Technology, Inc. Muhlenkamp & Co Inc 69.09 111,744 0.02% 0.00 7.7 M
CVS Health Corp Muhlenkamp & Co Inc 80.83 110,695 0.01% 0.00 8.9 M
Rush Enterprises Inc - Ordinary Shares - Class B Muhlenkamp & Co Inc 60.70 6,335 0.01% 0.00 384.5 K
Bristol-Myers Squibb Co. Muhlenkamp & Co Inc 51.20 129,569 0.01% 0.00 6.6 M
Broadcom Inc Muhlenkamp & Co Inc 406.37 16,035 0.00% 0.00 6.5 M
Unitedhealth Group Inc Muhlenkamp & Co Inc 336.73 24,730 0.00% 0.00 8.3 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Muhlenkamp & Co Inc 495.85 37,646 0.00% 0.00 18.7 M
Enterprise Products Partners L P - Unit Muhlenkamp & Co Inc 32.21 24,855 0.00% 0.00 800.6 K
Microsoft Corporation Muhlenkamp & Co Inc 483.47 30,892 0.00% 0.00 14.9 M
Apple Inc Muhlenkamp & Co Inc 278.03 60,370 0.00% 0.00 16.8 M
Exxon Mobil Corp. Muhlenkamp & Co Inc 119.54 1,952 0.00% 0.00 233.3 K
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