Ronald Muhlenkamp's portfolio and holdings - Jul 2023

As per corporate shareholdings filed for , people matching Ronald Muhlenkamp publicly holds 26 stocks with a net worth of over US$ 358.4 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 37.66 455,821 0.55% 0.20 17.2 M
Rush Enterprises Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 70.92 239,731 0.30% -0.15 17.0 M
Kirby Corp. Muhlenkamp & Co Inc 143.37 167,205 0.28% 0.01 24.0 M
Mastec Inc. Muhlenkamp & Co Inc 437.51 127,819 0.16% 0.00 55.9 M
Transocean Ltd Muhlenkamp & Co Inc 6.25 855,992 0.11% NEW 5.3 M
EQT Corp Muhlenkamp & Co Inc 58.72 445,715 0.11% -0.01 26.2 M
Royal Gold, Inc. Muhlenkamp & Co Inc 225.90 56,859 0.09% 0.02 12.8 M
Taylor Morrison Home Corp. Muhlenkamp & Co Inc 59.44 85,789 0.08% NEW 5.1 M
Dow Inc Muhlenkamp & Co Inc 40.80 217,893 0.03% 0.00 8.9 M
Westinghouse Air Brake Technologies Corp Muhlenkamp & Co Inc 263.44 55,327 0.03% 0.00 14.6 M
Mckesson Corporation Muhlenkamp & Co Inc 801.01 38,325 0.03% 0.00 30.7 M
Occidental Petroleum Corp. Muhlenkamp & Co Inc 59.34 232,872 0.03% 0.00 13.8 M
Franco-Nevada Corporation Muhlenkamp & Co Inc 225.07 47,783 0.02% 0.00 10.8 M
PulteGroup Inc Muhlenkamp & Co Inc 117.97 54,519 0.02% NEW 6.4 M
SLB Muhlenkamp & Co Inc 56.00 311,735 0.02% 0.00 17.5 M
Microchip Technology, Inc. Muhlenkamp & Co Inc 98.48 111,744 0.02% 0.00 11.0 M
CVS Health Corp Muhlenkamp & Co Inc 80.69 110,695 0.01% 0.00 8.9 M
Rush Enterprises Inc - Ordinary Shares - Class B Muhlenkamp & Co Inc 67.93 6,335 0.01% 0.00 430.3 K
Bristol-Myers Squibb Co. Muhlenkamp & Co Inc 56.95 129,569 0.01% 0.00 7.4 M
Broadcom Inc Muhlenkamp & Co Inc 427.36 16,035 0.00% 0.00 6.9 M
Unitedhealth Group Inc Muhlenkamp & Co Inc 363.87 24,730 0.00% 0.00 9.0 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Muhlenkamp & Co Inc 465.52 37,646 0.00% 0.00 17.5 M
Enterprise Products Partners L P - Unit Muhlenkamp & Co Inc 38.50 24,855 0.00% 0.00 956.9 K
Microsoft Corporation Muhlenkamp & Co Inc 411.38 30,892 0.00% 0.00 12.7 M
Apple Inc Muhlenkamp & Co Inc 284.18 60,370 0.00% 0.00 17.2 M
Exxon Mobil Corp. Muhlenkamp & Co Inc 154.88 1,952 0.00% 0.00 302.3 K
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