Ronald Muhlenkamp's portfolio and holdings - Dec 2025

As per corporate shareholdings filed for , people matching Ronald Muhlenkamp publicly holds 28 stocks with a net worth of over US$ 370.6 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 39.31 466,347 0.61% 0.00 18.3 M
Rush Enterprises Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 58.97 374,051 0.49% 0.00 22.1 M
BGC Group Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 8.79 1,751,739 0.37% 0.00 15.4 M
Celanese Corp - Ordinary Shares - Series A Muhlenkamp & Co Inc 45.64 184,455 0.17% 0.00 8.4 M
Taylor Morrison Home Corp. Muhlenkamp & Co Inc 64.91 157,398 0.16% 0.00 10.2 M
Mastec Inc. Muhlenkamp & Co Inc 223.70 105,786 0.13% 0.00 23.7 M
Royal Gold, Inc. Muhlenkamp & Co Inc 246.98 87,585 0.10% 0.00 21.6 M
Icon Plc Muhlenkamp & Co Inc 180.15 73,467 0.10% 0.00 13.2 M
EQT Corp Muhlenkamp & Co Inc 52.15 450,963 0.07% 0.00 23.5 M
LyondellBasell Industries NV - Ordinary Shares - Class A Muhlenkamp & Co Inc 48.20 184,075 0.06% 0.00 8.9 M
Microchip Technology, Inc. Muhlenkamp & Co Inc 73.39 201,753 0.04% 0.00 14.8 M
Westinghouse Air Brake Technologies Corp Muhlenkamp & Co Inc 226.48 63,030 0.04% 0.00 14.3 M
Agnico Eagle Mines Ltd Muhlenkamp & Co Inc 194.33 151,311 0.03% 0.00 29.4 M
Newmont Corp Muhlenkamp & Co Inc 112.96 283,943 0.03% 0.00 32.1 M
United Rentals, Inc. Muhlenkamp & Co Inc 948.49 15,523 0.02% 0.00 14.7 M
Mckesson Corporation Muhlenkamp & Co Inc 825.62 27,108 0.02% 0.00 22.4 M
SLB Muhlenkamp & Co Inc 45.15 319,738 0.02% 0.00 14.4 M
Chart Industries Inc Muhlenkamp & Co Inc 206.71 7,924 0.02% 0.00 1.6 M
JD.com Inc - ADR Muhlenkamp & Co Inc 30.73 181,412 0.01% 0.00 5.6 M
Rush Enterprises Inc - Ordinary Shares - Class B Muhlenkamp & Co Inc 56.93 9,501 0.01% 0.00 540.9 K
First Commonwealth Financial Corp. Muhlenkamp & Co Inc 17.20 10,154 0.01% 0.00 174.6 K
Travelers Companies Inc. Muhlenkamp & Co Inc 280.49 6,627 0.00% 0.00 1.9 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Muhlenkamp & Co Inc 498.67 38,380 0.00% 0.00 19.1 M
Enterprise Products Partners L P - Unit Muhlenkamp & Co Inc 32.09 24,855 0.00% 0.00 797.6 K
Royal Caribbean Group Muhlenkamp & Co Inc 301.13 2,671 0.00% 0.00 804.3 K
GE Vernova Inc. Muhlenkamp & Co Inc 639.77 1,426 0.00% 0.00 912.3 K
Microsoft Corporation Muhlenkamp & Co Inc 477.18 32,347 0.00% 0.00 15.4 M
Apple Inc Muhlenkamp & Co Inc 260.25 62,673 0.00% 0.00 16.3 M
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