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$ 354.3 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 39.29 466,347 0.61% 0.00 18.3 M
Rush Enterprises Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 58.50 374,051 0.49% 0.01 21.9 M
BGC Group Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 8.98 1,751,739 0.37% 0.00 15.7 M
Celanese Corp - Ordinary Shares - Series A Muhlenkamp & Co Inc 43.26 184,455 0.17% 0.03 8.0 M
Taylor Morrison Home Corp. Muhlenkamp & Co Inc 62.06 157,398 0.16% 0.00 9.8 M
Mastec Inc. Muhlenkamp & Co Inc 228.80 105,786 0.13% 0.00 24.2 M
Royal Gold, Inc. Muhlenkamp & Co Inc 209.42 87,585 0.10% 0.00 18.3 M
Icon Plc Muhlenkamp & Co Inc 185.86 73,467 0.10% NEW 13.7 M
EQT Corp Muhlenkamp & Co Inc 57.25 450,963 0.07% 0.00 25.8 M
LyondellBasell Industries NV - Ordinary Shares - Class A Muhlenkamp & Co Inc 45.23 184,075 0.06% NEW 8.3 M
Microchip Technology, Inc. Muhlenkamp & Co Inc 67.90 201,753 0.04% 0.00 13.7 M
Westinghouse Air Brake Technologies Corp Muhlenkamp & Co Inc 215.58 63,030 0.04% 0.00 13.6 M
Agnico Eagle Mines Ltd Muhlenkamp & Co Inc 164.11 151,311 0.03% 0.00 24.8 M
Newmont Corp Muhlenkamp & Co Inc 94.40 283,943 0.03% 0.00 26.8 M
United Rentals, Inc. Muhlenkamp & Co Inc 813.59 15,523 0.02% 0.00 12.6 M
Mckesson Corporation Muhlenkamp & Co Inc 813.10 27,108 0.02% 0.00 22.0 M
SLB Muhlenkamp & Co Inc 39.93 319,738 0.02% 0.00 12.8 M
Chart Industries Inc Muhlenkamp & Co Inc 205.50 7,924 0.02% NEW 1.6 M
JD.com Inc - ADR Muhlenkamp & Co Inc 29.61 181,412 0.01% 0.00 5.4 M
Rush Enterprises Inc - Ordinary Shares - Class B Muhlenkamp & Co Inc 59.90 9,501 0.01% 0.00 569.1 K
First Commonwealth Financial Corp. Muhlenkamp & Co Inc 17.06 10,154 0.01% NEW 173.2 K
Travelers Companies Inc. Muhlenkamp & Co Inc 278.35 6,627 0.00% 0.00 1.8 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Muhlenkamp & Co Inc 490.43 38,380 0.00% 0.00 18.8 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 260.38 2,671 0.00% NEW 695.5 K
GE Vernova Inc. Muhlenkamp & Co Inc 723.00 1,426 0.00% NEW 1.0 M
Microsoft Corporation Muhlenkamp & Co Inc 478.56 32,347 0.00% 0.00 15.5 M
Apple Inc Muhlenkamp & Co Inc 278.78 62,673 0.00% 0.00 17.5 M
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