Ronald Muhlenkamp's portfolio and holdings - Nov 2023

As per corporate shareholdings filed for , people matching Ronald Muhlenkamp publicly holds 28 stocks with a net worth of over US$ 323.5 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
Apple Inc Muhlenkamp & Co Inc 231.59 61,484 0.00% 0.00 14.2 M
Broadcom Inc Muhlenkamp & Co Inc 306.34 15,956 0.00% 0.00 4.9 M
BGC Group Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 10.27 1,695,392 0.34% NEW 17.4 M
Microchip Technology, Inc. Muhlenkamp & Co Inc 65.71 111,635 0.02% 0.00 7.3 M
Microsoft Corporation Muhlenkamp & Co Inc 520.17 31,228 0.00% 0.00 16.2 M
NMI Holdings Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 38.97 455,885 0.56% 0.01 17.8 M
Royal Gold, Inc. Muhlenkamp & Co Inc 171.45 56,891 0.09% 0.00 9.8 M
Rush Enterprises Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 56.37 365,051 0.47% 0.17 20.6 M
Rush Enterprises Inc - Ordinary Shares - Class B Muhlenkamp & Co Inc 56.03 9,501 0.01% 0.00 532.3 K
Bristol-Myers Squibb Co. Muhlenkamp & Co Inc 48.44 129,732 0.01% 0.00 6.3 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Muhlenkamp & Co Inc 477.20 37,560 2.60% 2.60 17.9 M
Dow Inc Muhlenkamp & Co Inc 23.36 220,058 0.03% 0.00 5.1 M
Enterprise Products Partners L P - Unit Muhlenkamp & Co Inc 31.50 24,855 0.00% 0.00 782.9 K
EQT Corp Muhlenkamp & Co Inc 52.85 445,382 0.11% 0.00 23.5 M
Franco-Nevada Corporation Muhlenkamp & Co Inc 177.37 47,811 0.02% 0.00 8.5 M
Kirby Corp. Muhlenkamp & Co Inc 96.50 166,908 0.28% 0.00 16.1 M
Mckesson Corporation Muhlenkamp & Co Inc 673.05 38,267 0.03% 0.00 25.8 M
Mastec Inc. Muhlenkamp & Co Inc 177.80 129,677 0.16% 0.00 23.1 M
Occidental Petroleum Corp. Muhlenkamp & Co Inc 44.61 233,412 0.03% 0.00 10.4 M
PulteGroup Inc Muhlenkamp & Co Inc 128.69 95,743 0.04% 0.02 12.3 M
Transocean Ltd Muhlenkamp & Co Inc 2.95 960,677 0.12% 0.01 2.8 M
SLB Muhlenkamp & Co Inc 32.99 311,302 0.02% 0.00 10.3 M
TEGNA Inc Muhlenkamp & Co Inc 20.52 431,541 0.22% 0.12 8.9 M
Taylor Morrison Home Corp. Muhlenkamp & Co Inc 67.98 150,937 0.14% 0.06 10.3 M
Thermo Fisher Scientific Inc. Muhlenkamp & Co Inc 489.01 450 0.00% NEW 220.1 K
Unitedhealth Group Inc Muhlenkamp & Co Inc 304.01 24,738 0.00% 0.00 7.5 M
United Rentals, Inc. Muhlenkamp & Co Inc 908.88 14,823 0.02% NEW 13.5 M
Westinghouse Air Brake Technologies Corp Muhlenkamp & Co Inc 189.16 61,058 0.03% 0.00 11.5 M
CVS Health Corp Ronald Muhlenkamp 68.60 - Investor holds below 1%
Exxon Mobil Corp. Ronald Muhlenkamp 106.49 - Investor holds below 1%
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