Ronald Muhlenkamp's portfolio and holdings - Sep 2025

As per corporate shareholdings filed for , people matching Ronald Muhlenkamp publicly holds 28 stocks with a net worth of over US$ 411.2 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.

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 37.61 466,347 0.61% 0.00 17.5 M
Rush Enterprises Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 71.38 374,051 0.49% 0.01 26.7 M
BGC Group Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 11.13 1,751,739 0.37% 0.00 19.5 M
Celanese Corp - Ordinary Shares - Series A Muhlenkamp & Co Inc 69.88 184,455 0.17% 0.03 12.9 M
Taylor Morrison Home Corp. Muhlenkamp & Co Inc 59.08 157,398 0.16% 0.00 9.3 M
Mastec Inc. Muhlenkamp & Co Inc 427.85 105,786 0.13% 0.00 45.3 M
Royal Gold, Inc. Muhlenkamp & Co Inc 226.86 87,585 0.10% 0.00 19.9 M
Icon Plc Muhlenkamp & Co Inc 113.43 73,467 0.10% NEW 8.3 M
EQT Corp Muhlenkamp & Co Inc 58.42 450,963 0.07% 0.00 26.3 M
LyondellBasell Industries NV - Ordinary Shares - Class A Muhlenkamp & Co Inc 77.84 184,075 0.06% NEW 14.3 M
Microchip Technology, Inc. Muhlenkamp & Co Inc 97.27 201,753 0.04% 0.00 19.6 M
Westinghouse Air Brake Technologies Corp Muhlenkamp & Co Inc 265.56 63,030 0.04% 0.00 16.7 M
Agnico Eagle Mines Ltd Muhlenkamp & Co Inc 180.05 151,311 0.03% 0.00 27.2 M
Newmont Corp Muhlenkamp & Co Inc 109.69 283,943 0.03% 0.00 31.1 M
United Rentals, Inc. Muhlenkamp & Co Inc 942.62 15,523 0.02% 0.00 14.6 M
Mckesson Corporation Muhlenkamp & Co Inc 803.11 27,108 0.02% 0.00 21.8 M
SLB Muhlenkamp & Co Inc 56.10 319,738 0.02% 0.00 17.9 M
Chart Industries Inc Muhlenkamp & Co Inc 207.65 7,924 0.02% NEW 1.6 M
JD.com Inc - ADR Muhlenkamp & Co Inc 29.85 181,412 0.01% 0.00 5.4 M
Rush Enterprises Inc - Ordinary Shares - Class B Muhlenkamp & Co Inc 69.33 9,501 0.01% 0.00 658.7 K
First Commonwealth Financial Corp. Muhlenkamp & Co Inc 18.59 10,154 0.01% NEW 188.8 K
Travelers Companies Inc. Muhlenkamp & Co Inc 303.01 6,627 0.00% 0.00 2.0 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Muhlenkamp & Co Inc 468.52 38,380 0.00% 0.00 18.0 M
Enterprise Products Partners L P - Unit Muhlenkamp & Co Inc 38.80 24,855 0.00% 0.00 964.4 K
Royal Caribbean Group Muhlenkamp & Co Inc 261.34 2,671 0.00% NEW 698.0 K
GE Vernova Inc. Muhlenkamp & Co Inc 1096.57 1,426 0.00% NEW 1.6 M
Microsoft Corporation Muhlenkamp & Co Inc 410.70 32,347 0.00% 0.00 13.3 M
Apple Inc Muhlenkamp & Co Inc 280.77 62,673 0.00% 0.00 17.6 M
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