Ronald Muhlenkamp's portfolio and holdings - Nov 2025

As per the latest corporate shareholdings filed, Ronald Muhlenkamp publicly holds 28 stocks with a net worth of over US$ 347.9 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 37.51 466,347 0.61% 0.00 17.5 M
Rush Enterprises Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 54.91 374,051 0.49% 0.01 20.5 M
BGC Group Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 8.87 1,751,739 0.37% 0.00 15.5 M
Celanese Corp - Ordinary Shares - Series A Muhlenkamp & Co Inc 40.20 184,455 0.17% 0.03 7.4 M
Taylor Morrison Home Corp. Muhlenkamp & Co Inc 60.82 157,398 0.16% 0.00 9.6 M
Mastec Inc. Muhlenkamp & Co Inc 220.38 105,786 0.13% 0.00 23.3 M
Royal Gold, Inc. Muhlenkamp & Co Inc 203.14 87,585 0.10% 0.00 17.8 M
Icon Plc Muhlenkamp & Co Inc 181.29 73,467 0.10% NEW 13.3 M
EQT Corp Muhlenkamp & Co Inc 58.52 450,963 0.07% 0.00 26.4 M
LyondellBasell Industries NV - Ordinary Shares - Class A Muhlenkamp & Co Inc 42.78 184,075 0.06% NEW 7.9 M
Microchip Technology, Inc. Muhlenkamp & Co Inc 66.85 201,753 0.04% 0.00 13.5 M
Westinghouse Air Brake Technologies Corp Muhlenkamp & Co Inc 209.62 63,030 0.04% 0.00 13.2 M
Agnico Eagle Mines Ltd Muhlenkamp & Co Inc 166.28 151,311 0.03% 0.00 25.2 M
Newmont Corp Muhlenkamp & Co Inc 94.09 283,943 0.03% 0.00 26.7 M
United Rentals, Inc. Muhlenkamp & Co Inc 789.90 15,523 0.02% 0.00 12.3 M
Mckesson Corporation Muhlenkamp & Co Inc 795.01 27,108 0.02% 0.00 21.6 M
SLB Muhlenkamp & Co Inc 38.30 319,738 0.02% 0.00 12.2 M
Chart Industries Inc Muhlenkamp & Co Inc 205.40 7,924 0.02% NEW 1.6 M
JD.com Inc - ADR Muhlenkamp & Co Inc 29.70 181,412 0.01% 0.00 5.4 M
Rush Enterprises Inc - Ordinary Shares - Class B Muhlenkamp & Co Inc 54.99 9,501 0.01% 0.00 522.5 K
First Commonwealth Financial Corp. Muhlenkamp & Co Inc 16.56 10,154 0.01% NEW 168.2 K
Travelers Companies Inc. Muhlenkamp & Co Inc 279.16 6,627 0.00% 0.00 1.8 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Muhlenkamp & Co Inc 491.43 38,380 0.00% 0.00 18.9 M
Enterprise Products Partners L P - Unit Muhlenkamp & Co Inc 32.33 24,855 0.00% 0.00 803.6 K
Royal Caribbean Group Muhlenkamp & Co Inc 248.32 2,671 0.00% NEW 663.3 K
GE Vernova Inc. Muhlenkamp & Co Inc 625.30 1,426 0.00% NEW 891.7 K
Microsoft Corporation Muhlenkamp & Co Inc 492.02 32,347 0.00% 0.00 15.9 M
Apple Inc Muhlenkamp & Co Inc 277.18 62,673 0.00% 0.00 17.4 M
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