Ronald Muhlenkamp's portfolio and holdings - Oct 2025

As per corporate shareholdings filed for , people matching Ronald Muhlenkamp publicly holds 28 stocks with a net worth of over US$ 359.2 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 39.52 466,347 0.61% 0.00 18.4 M
Rush Enterprises Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 58.82 374,051 0.49% 0.01 22.0 M
BGC Group Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 8.96 1,751,739 0.37% 0.00 15.7 M
Celanese Corp - Ordinary Shares - Series A Muhlenkamp & Co Inc 42.79 184,455 0.17% 0.03 7.9 M
Taylor Morrison Home Corp. Muhlenkamp & Co Inc 63.03 157,398 0.16% 0.00 9.9 M
Mastec Inc. Muhlenkamp & Co Inc 232.94 105,786 0.13% 0.00 24.6 M
Royal Gold, Inc. Muhlenkamp & Co Inc 218.52 87,585 0.10% 0.00 19.1 M
Icon Plc Muhlenkamp & Co Inc 189.93 73,467 0.10% NEW 14.0 M
EQT Corp Muhlenkamp & Co Inc 56.07 450,963 0.07% 0.00 25.3 M
LyondellBasell Industries NV - Ordinary Shares - Class A Muhlenkamp & Co Inc 45.11 184,075 0.06% NEW 8.3 M
Microchip Technology, Inc. Muhlenkamp & Co Inc 69.09 201,753 0.04% 0.00 13.9 M
Westinghouse Air Brake Technologies Corp Muhlenkamp & Co Inc 217.77 63,030 0.04% 0.00 13.7 M
Agnico Eagle Mines Ltd Muhlenkamp & Co Inc 170.40 151,311 0.03% 0.00 25.8 M
Newmont Corp Muhlenkamp & Co Inc 99.42 283,943 0.03% 0.00 28.2 M
United Rentals, Inc. Muhlenkamp & Co Inc 833.85 15,523 0.02% 0.00 12.9 M
Mckesson Corporation Muhlenkamp & Co Inc 815.54 27,108 0.02% 0.00 22.1 M
SLB Muhlenkamp & Co Inc 40.34 319,738 0.02% 0.00 12.9 M
Chart Industries Inc Muhlenkamp & Co Inc 205.60 7,924 0.02% NEW 1.6 M
JD.com Inc - ADR Muhlenkamp & Co Inc 29.54 181,412 0.01% 0.00 5.4 M
Rush Enterprises Inc - Ordinary Shares - Class B Muhlenkamp & Co Inc 60.70 9,501 0.01% 0.00 576.7 K
First Commonwealth Financial Corp. Muhlenkamp & Co Inc 17.20 10,154 0.01% NEW 174.6 K
Travelers Companies Inc. Muhlenkamp & Co Inc 282.88 6,627 0.00% 0.00 1.9 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Muhlenkamp & Co Inc 495.85 38,380 0.00% 0.00 19.0 M
Enterprise Products Partners L P - Unit Muhlenkamp & Co Inc 32.21 24,855 0.00% 0.00 800.6 K
Royal Caribbean Group Muhlenkamp & Co Inc 279.70 2,671 0.00% NEW 747.1 K
GE Vernova Inc. Muhlenkamp & Co Inc 704.20 1,426 0.00% NEW 1.0 M
Microsoft Corporation Muhlenkamp & Co Inc 483.47 32,347 0.00% 0.00 15.6 M
Apple Inc Muhlenkamp & Co Inc 278.03 62,673 0.00% 0.00 17.4 M
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