Ronald Muhlenkamp's portfolio and holdings - Sep 2025

As per corporate shareholdings filed for , people matching Ronald Muhlenkamp publicly holds 28 stocks with a net worth of over US$ 387.8 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.

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 41.53 466,347 0.61% 0.00 19.4 M
Rush Enterprises Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 75.24 374,051 0.49% 0.01 28.1 M
BGC Group Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 10.98 1,751,739 0.37% 0.00 19.2 M
Celanese Corp - Ordinary Shares - Series A Muhlenkamp & Co Inc 47.92 184,455 0.17% 0.03 8.8 M
Taylor Morrison Home Corp. Muhlenkamp & Co Inc 71.87 157,398 0.16% 0.00 11.3 M
Mastec Inc. Muhlenkamp & Co Inc 360.21 105,786 0.13% 0.00 38.1 M
Royal Gold, Inc. Muhlenkamp & Co Inc 193.47 87,585 0.10% 0.00 16.9 M
Icon Plc Muhlenkamp & Co Inc 166.10 73,467 0.10% NEW 12.2 M
EQT Corp Muhlenkamp & Co Inc 49.72 450,963 0.07% 0.00 22.4 M
LyondellBasell Industries NV - Ordinary Shares - Class A Muhlenkamp & Co Inc 58.32 184,075 0.06% NEW 10.7 M
Microchip Technology, Inc. Muhlenkamp & Co Inc 84.23 201,753 0.04% 0.00 17.0 M
Westinghouse Air Brake Technologies Corp Muhlenkamp & Co Inc 260.86 63,030 0.04% 0.00 16.4 M
Agnico Eagle Mines Ltd Muhlenkamp & Co Inc 143.51 151,311 0.03% 0.00 21.7 M
Newmont Corp Muhlenkamp & Co Inc 93.10 283,943 0.03% 0.00 26.4 M
United Rentals, Inc. Muhlenkamp & Co Inc 1085.34 15,523 0.02% 0.00 16.8 M
Mckesson Corporation Muhlenkamp & Co Inc 812.28 27,108 0.02% 0.00 22.0 M
SLB Muhlenkamp & Co Inc 47.36 319,738 0.02% 0.00 15.1 M
Chart Industries Inc Muhlenkamp & Co Inc 209.79 7,924 0.02% NEW 1.7 M
JD.com Inc - ADR Muhlenkamp & Co Inc 28.88 181,412 0.01% 0.00 5.2 M
Rush Enterprises Inc - Ordinary Shares - Class B Muhlenkamp & Co Inc 75.75 9,501 0.01% 0.00 719.7 K
First Commonwealth Financial Corp. Muhlenkamp & Co Inc 20.42 10,154 0.01% NEW 207.3 K
Travelers Companies Inc. Muhlenkamp & Co Inc 341.51 6,627 0.00% 0.00 2.3 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Muhlenkamp & Co Inc 496.85 38,380 0.00% 0.00 19.1 M
Enterprise Products Partners L P - Unit Muhlenkamp & Co Inc 38.31 24,855 0.00% 0.00 952.2 K
Royal Caribbean Group Muhlenkamp & Co Inc 288.61 2,671 0.00% NEW 770.9 K
GE Vernova Inc. Muhlenkamp & Co Inc 1042.60 1,426 0.00% NEW 1.5 M
Microsoft Corporation Muhlenkamp & Co Inc 390.99 32,347 0.00% 0.00 12.6 M
Apple Inc Muhlenkamp & Co Inc 317.31 62,673 0.00% 0.00 19.9 M
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