Ronald Muhlenkamp
Muhlenkamp & Co
Ronald Muhlenkamp Agnico Eagle Mines Limited stake
total: 196
Muhlenkamp & Co AEM trades
- Total transactions:
- 6
- New positions:
- 1
- Added:
- 3
- Reduced:
- 2
- Held since:
- 2024 Q4
- Held for:
- 6 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Ronald Muhlenkamp holds 138,588 Agnico Eagle Mines Limited (AEM) shares with a market value of roughly $28.13M accounting for 7.41% of the overall portfolio. To date, the estimated cost basis is nearly $78.38 for "buy" trades and estimated average "sell" price is $202.87. Muhlenkamp & Co first purchased AEM in 2024 Q4, initially acquiring 150,532 shares. Since the initial investment in Agnico Eagle Mines Limited (AEM), Muhlenkamp & Co has made 5 more transactions.
When did Ronald Muhlenkamp buy Agnico Eagle Mines Limited (AEM)?
Ronald Muhlenkamp first invested in Agnico Eagle Mines Limited (AEM) in 2024 Q4 at the reported quarter-end price of $78.21 per share.
What's the cost basis of Muhlenkamp & Co's AEM stake?
The estimated cost basis for Agnico Eagle Mines Limited (AEM) stake is around $78.38 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $78.38
- Weighted AVG sell price:
- $202.87
Ronald Muhlenkamp's historical trades in Agnico Eagle Mines Limited
6 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
7.41%
|
138,588
|
$202.98
|
$28,130,592
|
-8.38% (-12,681)
|
-0.69%
|
|
2025 Q4
|
6.90%
|
151,269
|
$169.53
|
$25,644,634
|
-0.03% (-42)
|
-0%
|
|
2025 Q3
|
6.93%
|
151,311
|
$168.56
|
$25,504,981
|
+0.02% (+24)
|
+0%
|
|
2025 Q2
|
5.61%
|
151,287
|
$118.93
|
$17,992,546
|
+0.02% (+35)
|
+0%
|
|
2025 Q1
|
5.36%
|
151,252
|
$108.41
|
$16,397,195
|
+0.48% (+720)
|
+0.03%
|
|
2024 Q4
|
3.57%
|
150,532
|
$78.21
|
$11,773,092
|
new
|
+3.57%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.