Ronald Muhlenkamp's portfolio and holdings - Oct 2025

As per corporate shareholdings filed for , people matching Ronald Muhlenkamp publicly holds 24 stocks with a net worth of over US$ 324.2 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 35.77 465,854 0.60% 0.00 16.7 M
Rush Enterprises Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 50.91 373,783 0.48% 0.00 19.0 M
BGC Group Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 9.18 1,749,838 0.37% 0.00 16.1 M
Taylor Morrison Home Corp. Muhlenkamp & Co Inc 61.80 157,082 0.16% 0.00 9.7 M
Celanese Corp - Ordinary Shares - Series A Muhlenkamp & Co Inc 40.19 151,208 0.14% 0.00 6.1 M
Mastec Inc. Muhlenkamp & Co Inc 201.86 106,084 0.13% 0.00 21.4 M
Royal Gold, Inc. Muhlenkamp & Co Inc 193.76 87,526 0.13% 0.00 17.0 M
Transocean Ltd Muhlenkamp & Co Inc 3.26 1,058,760 0.10% 0.00 3.5 M
EQT Corp Muhlenkamp & Co Inc 54.08 451,015 0.07% 0.00 24.4 M
Microchip Technology, Inc. Muhlenkamp & Co Inc 65.14 201,491 0.04% 0.00 13.1 M
Westinghouse Air Brake Technologies Corp Muhlenkamp & Co Inc 194.15 62,944 0.04% 0.00 12.2 M
Dow Inc Muhlenkamp & Co Inc 21.89 229,069 0.03% 0.00 5.0 M
Agnico Eagle Mines Ltd Muhlenkamp & Co Inc 174.49 151,287 0.03% 0.00 26.4 M
Newmont Corp Muhlenkamp & Co Inc 90.77 283,860 0.03% 0.00 25.8 M
United Rentals, Inc. Muhlenkamp & Co Inc 980.37 15,527 0.02% 0.00 15.2 M
Mckesson Corporation Muhlenkamp & Co Inc 786.00 27,084 0.02% 0.00 21.3 M
SLB Muhlenkamp & Co Inc 32.63 319,166 0.02% 0.00 10.4 M
JD.com Inc - ADR Muhlenkamp & Co Inc 33.07 203,896 0.01% 0.00 6.7 M
Rush Enterprises Inc - Ordinary Shares - Class B Muhlenkamp & Co Inc 56.01 9,501 0.01% 0.00 532.2 K
Travelers Companies Inc. Muhlenkamp & Co Inc 262.01 6,648 0.00% 0.00 1.7 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Muhlenkamp & Co Inc 492.42 38,351 0.00% 0.00 18.9 M
Enterprise Products Partners L P - Unit Muhlenkamp & Co Inc 30.19 24,855 0.00% 0.00 750.4 K
Microsoft Corporation Muhlenkamp & Co Inc 513.58 32,311 0.00% 0.00 16.6 M
Apple Inc Muhlenkamp & Co Inc 252.29 62,616 0.00% 0.00 15.8 M
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