Ronald Muhlenkamp's portfolio and holdings - Nov 2025

As per corporate shareholdings filed for , people matching Ronald Muhlenkamp publicly holds 28 stocks with a net worth of over US$ 354.6 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 39.57 466,347 0.61% 0.00 18.5 M
Rush Enterprises Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 56.30 374,051 0.49% 0.01 21.1 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 43.50 184,455 0.17% 0.03 8.0 M
Taylor Morrison Home Corp. Muhlenkamp & Co Inc 62.60 157,398 0.16% 0.00 9.9 M
Mastec Inc. Muhlenkamp & Co Inc 221.01 105,786 0.13% 0.00 23.4 M
Royal Gold, Inc. Muhlenkamp & Co Inc 218.75 87,585 0.10% 0.00 19.2 M
Icon Plc Muhlenkamp & Co Inc 186.58 73,467 0.10% NEW 13.7 M
EQT Corp Muhlenkamp & Co Inc 55.57 450,963 0.07% 0.00 25.1 M
LyondellBasell Industries NV - Ordinary Shares - Class A Muhlenkamp & Co Inc 44.39 184,075 0.06% NEW 8.2 M
Microchip Technology, Inc. Muhlenkamp & Co Inc 67.18 201,753 0.04% 0.00 13.6 M
Westinghouse Air Brake Technologies Corp Muhlenkamp & Co Inc 214.41 63,030 0.04% 0.00 13.5 M
Agnico Eagle Mines Ltd Muhlenkamp & Co Inc 168.27 151,311 0.03% 0.00 25.5 M
Newmont Corp Muhlenkamp & Co Inc 98.14 283,943 0.03% 0.00 27.9 M
United Rentals, Inc. Muhlenkamp & Co Inc 818.31 15,523 0.02% 0.00 12.7 M
Mckesson Corporation Muhlenkamp & Co Inc 813.80 27,108 0.02% 0.00 22.1 M
SLB Muhlenkamp & Co Inc 39.45 319,738 0.02% 0.00 12.6 M
Chart Industries Inc Muhlenkamp & Co Inc 205.78 7,924 0.02% NEW 1.6 M
JD.com Inc - ADR Muhlenkamp & Co Inc 29.44 181,412 0.01% 0.00 5.3 M
Rush Enterprises Inc - Ordinary Shares - Class B Muhlenkamp & Co Inc 58.94 9,501 0.01% 0.00 560.0 K
First Commonwealth Financial Corp. Muhlenkamp & Co Inc 17.17 10,154 0.01% NEW 174.3 K
Travelers Companies Inc. Muhlenkamp & Co Inc 285.31 6,627 0.00% 0.00 1.9 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Muhlenkamp & Co Inc 499.52 38,380 0.00% 0.00 19.2 M
Enterprise Products Partners L P - Unit Muhlenkamp & Co Inc 32.13 24,855 0.00% 0.00 798.6 K
Royal Caribbean Group Muhlenkamp & Co Inc 278.86 2,671 0.00% NEW 744.8 K
GE Vernova Inc. Muhlenkamp & Co Inc 671.71 1,426 0.00% NEW 957.9 K
Microsoft Corporation Muhlenkamp & Co Inc 478.53 32,347 0.00% 0.00 15.5 M
Apple Inc Muhlenkamp & Co Inc 278.28 62,673 0.00% 0.00 17.4 M
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