Ronald Muhlenkamp's portfolio and holdings - Jul 2025

As per corporate shareholdings filed for , people matching Ronald Muhlenkamp publicly holds 24 stocks with a net worth of over US$ 366.5 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 38.18 465,854 0.61% 0.01 17.8 M
Rush Enterprises Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 64.72 373,783 0.48% 0.00 24.2 M
BGC Group Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 9.10 1,749,838 0.37% 0.02 15.9 M
Taylor Morrison Home Corp. Muhlenkamp & Co Inc 64.36 157,082 0.16% 0.01 10.1 M
Celanese Corp - Ordinary Shares - Series A Muhlenkamp & Co Inc 48.12 151,208 0.14% NEW 7.3 M
Mastec Inc. Muhlenkamp & Co Inc 243.80 106,084 0.13% 0.00 25.9 M
Royal Gold, Inc. Muhlenkamp & Co Inc 279.54 87,526 0.10% -0.03 24.5 M
Transocean Ltd Muhlenkamp & Co Inc 4.63 1,058,760 0.10% -0.02 4.9 M
EQT Corp Muhlenkamp & Co Inc 54.83 451,015 0.07% 0.00 24.7 M
Microchip Technology, Inc. Muhlenkamp & Co Inc 76.20 201,491 0.04% 0.02 15.4 M
Westinghouse Air Brake Technologies Corp Muhlenkamp & Co Inc 233.00 62,944 0.04% 0.00 14.7 M
Dow Inc Muhlenkamp & Co Inc 28.41 229,069 0.03% 0.00 6.5 M
Agnico Eagle Mines Ltd Muhlenkamp & Co Inc 205.35 151,287 0.03% 0.00 31.1 M
Newmont Corp Muhlenkamp & Co Inc 118.91 283,860 0.03% 0.00 33.8 M
United Rentals, Inc. Muhlenkamp & Co Inc 940.09 15,527 0.02% 0.00 14.6 M
Mckesson Corporation Muhlenkamp & Co Inc 823.25 27,084 0.02% -0.01 22.3 M
SLB Muhlenkamp & Co Inc 48.52 319,166 0.02% 0.00 15.5 M
JD.com Inc - ADR Muhlenkamp & Co Inc 29.07 203,896 0.01% 0.00 5.9 M
Rush Enterprises Inc - Ordinary Shares - Class B Muhlenkamp & Co Inc 60.73 9,501 0.01% 0.00 577.0 K
Travelers Companies Inc. Muhlenkamp & Co Inc 272.65 6,648 0.00% 0.00 1.8 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Muhlenkamp & Co Inc 483.83 38,351 0.00% 0.00 18.6 M
Enterprise Products Partners L P - Unit Muhlenkamp & Co Inc 32.97 24,855 0.00% 0.00 819.5 K
Microsoft Corporation Muhlenkamp & Co Inc 444.11 32,311 0.00% 0.00 14.3 M
Apple Inc Muhlenkamp & Co Inc 247.65 62,616 0.00% 0.00 15.5 M
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