Ronald Muhlenkamp's portfolio and holdings - Jul 2025

As per the latest corporate shareholdings filed, Ronald Muhlenkamp publicly holds 24 stocks with a net worth of over US$ 304.5 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
Apple Inc Muhlenkamp & Co Inc 229.35 62,616 0.00% 0.00 14.4 M
BGC Group Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 10.17 1,749,838 0.37% 0.01 17.8 M
JD.com Inc - ADR Muhlenkamp & Co Inc 31.49 203,896 0.01% 0.00 6.4 M
Microchip Technology, Inc. Muhlenkamp & Co Inc 61.87 201,491 0.04% 0.02 12.5 M
Microsoft Corporation Muhlenkamp & Co Inc 522.04 32,311 0.00% 0.00 16.9 M
NMI Holdings Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 38.98 465,854 0.60% 0.01 18.2 M
Royal Gold, Inc. Muhlenkamp & Co Inc 168.97 87,526 0.13% 0.00 14.8 M
Rush Enterprises Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 55.16 373,783 0.48% 0.00 20.6 M
Rush Enterprises Inc - Ordinary Shares - Class B Muhlenkamp & Co Inc 55.23 9,501 0.01% 0.00 524.7 K
Agnico Eagle Mines Ltd Muhlenkamp & Co Inc 135.61 151,287 0.03% 0.00 20.5 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Muhlenkamp & Co Inc 465.40 38,351 0.00% 0.00 17.8 M
Celanese Corp - Ordinary Shares - Series A Muhlenkamp & Co Inc 48.05 151,208 0.14% NEW 7.3 M
Dow Inc Muhlenkamp & Co Inc 21.22 229,069 0.03% 0.00 4.9 M
Enterprise Products Partners L P - Unit Muhlenkamp & Co Inc 31.44 24,855 0.00% 0.00 781.4 K
EQT Corp Muhlenkamp & Co Inc 51.29 451,015 0.07% 0.00 23.1 M
Mckesson Corporation Muhlenkamp & Co Inc 668.58 27,084 0.02% -0.01 18.1 M
Mastec Inc. Muhlenkamp & Co Inc 181.30 106,084 0.13% 0.00 19.2 M
Newmont Corp Muhlenkamp & Co Inc 68.98 283,860 0.03% 0.00 19.6 M
Transocean Ltd Muhlenkamp & Co Inc 3.10 1,058,760 0.11% 0.00 3.3 M
SLB Muhlenkamp & Co Inc 32.87 319,166 0.02% 0.00 10.5 M
Taylor Morrison Home Corp. Muhlenkamp & Co Inc 64.96 157,082 0.16% 0.00 10.2 M
Travelers Companies Inc. Muhlenkamp & Co Inc 264.87 6,648 0.00% 0.00 1.8 M
United Rentals, Inc. Muhlenkamp & Co Inc 858.97 15,527 0.02% 0.00 13.3 M
Westinghouse Air Brake Technologies Corp Muhlenkamp & Co Inc 191.42 62,944 0.04% 0.00 12.0 M
Unitedhealth Group Inc Ronald Muhlenkamp 250.89 - Investor holds below 1%
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