Ronald Muhlenkamp's portfolio and holdings - Feb 2024

As per corporate shareholdings filed for , people matching Ronald Muhlenkamp publicly holds 27 stocks with a net worth of over US$ 327.2 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 210.16 60,434 0.00% 0.00 12.7 M
Broadcom Inc Muhlenkamp & Co Inc 280.81 15,631 0.00% 0.00 4.4 M
BGC Group Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 10.15 1,711,927 0.35% 0.01 17.4 M
Microchip Technology, Inc. Muhlenkamp & Co Inc 74.43 111,635 0.02% 0.00 8.3 M
Microsoft Corporation Muhlenkamp & Co Inc 505.62 30,928 0.00% 0.00 15.6 M
NMI Holdings Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 37.63 459,533 0.57% 0.01 17.3 M
Royal Gold, Inc. Muhlenkamp & Co Inc 157.67 57,485 0.09% 0.00 9.1 M
Rush Enterprises Inc - Ordinary Shares - Class A Muhlenkamp & Co Inc 52.12 367,713 0.47% 0.00 19.2 M
Rush Enterprises Inc - Ordinary Shares - Class B Muhlenkamp & Co Inc 53.32 9,501 0.01% 0.00 506.6 K
Bristol-Myers Squibb Co. Muhlenkamp & Co Inc 47.17 131,760 0.01% 0.00 6.2 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Muhlenkamp & Co Inc 471.31 37,849 0.00% -2.60 17.8 M
Dow Inc Muhlenkamp & Co Inc 28.14 221,932 0.03% 0.00 6.2 M
Enterprise Products Partners L P - Unit Muhlenkamp & Co Inc 31.50 24,855 0.00% 0.00 782.9 K
EQT Corp Muhlenkamp & Co Inc 59.18 447,752 0.10% -0.01 26.5 M
Kirby Corp. Muhlenkamp & Co Inc 113.58 168,207 0.29% 0.01 19.1 M
Mckesson Corporation Muhlenkamp & Co Inc 715.74 38,482 0.03% 0.00 27.5 M
Mastec Inc. Muhlenkamp & Co Inc 174.36 131,009 0.16% 0.00 22.8 M
Newmont Corp Muhlenkamp & Co Inc 58.45 143,601 0.01% NEW 8.4 M
Occidental Petroleum Corp. Muhlenkamp & Co Inc 42.63 235,119 0.03% 0.00 10.0 M
PulteGroup Inc Muhlenkamp & Co Inc 109.29 96,568 0.05% 0.00 10.6 M
Transocean Ltd Muhlenkamp & Co Inc 2.55 976,758 0.12% 0.00 2.5 M
SLB Muhlenkamp & Co Inc 34.59 313,245 0.02% 0.00 10.8 M
TEGNA Inc Muhlenkamp & Co Inc 16.78 677,641 0.38% 0.17 11.4 M
Taylor Morrison Home Corp. Muhlenkamp & Co Inc 63.02 152,532 0.14% 0.00 9.6 M
Unitedhealth Group Inc Muhlenkamp & Co Inc 292.49 24,919 0.00% 0.00 7.3 M
United Rentals, Inc. Muhlenkamp & Co Inc 798.47 15,040 0.02% 0.00 12.0 M
Westinghouse Air Brake Technologies Corp Muhlenkamp & Co Inc 211.54 61,962 0.04% 0.00 13.1 M
Franco-Nevada Corporation Ronald Muhlenkamp 156.20 - Investor holds below 1%
Thermo Fisher Scientific Inc. Ronald Muhlenkamp 416.31 - Investor holds below 1%
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