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Ronald Muhlenkamp

Muhlenkamp & Co

Ronald Muhlenkamp Franco-Nevada Corp stake

total: 197

Muhlenkamp & Co FNV trades

Total transactions:
12
New positions:
1
Sold out:
1
Added:
9
Reduced:
1
Held since:
2020 Q4
Held for:
11 quarters
Latest activity:
2023 Q4
According to 2026 Q2 report, Ronald Muhlenkamp doesn't hold any Franco-Nevada Corp (FNV) shares. To date, the estimated cost basis is nearly $134.47 for "buy" trades and estimated average "sell" price is $133.49. Muhlenkamp & Co first purchased FNV in 2020 Q4, initially acquiring 17,368 shares. Since the initial investment in Franco-Nevada Corp (FNV), Muhlenkamp & Co has made 11 more transactions.

When did Ronald Muhlenkamp sell Franco-Nevada Corp (FNV)?

Ronald Muhlenkamp sold off the entire Franco-Nevada Corp (FNV) position in 2023 Q4.

When did Ronald Muhlenkamp buy Franco-Nevada Corp (FNV)?

Ronald Muhlenkamp first invested in Franco-Nevada Corp (FNV) in 2020 Q4 at the reported quarter-end price of $125.35 per share.

What's the cost basis of Muhlenkamp & Co's FNV stake?

The estimated cost basis for Franco-Nevada Corp (FNV) stake is around $134.47 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$134.46
Weighted AVG sell price:
$133.49

Ronald Muhlenkamp's historical trades in Franco-Nevada Corp

12 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2023 Q4
0.00%
0
$133.49
-100% (-47,811)
-2.2%
2023 Q3
2.20%
47,811
$133.49
$6,382,291
+0.06% (+28)
+0%
2023 Q2
2.41%
47,783
$142.60
$6,813,856
+24.48% (+9,398)
+0.47%
2022 Q4
2.22%
38,385
$136.48
$5,238,785
+0.19% (+71)
+0%
2022 Q3
2.04%
38,314
$119.49
$4,578,000
+8.07% (+2,861)
+0.15%
2022 Q2
2.18%
35,453
$131.58
$4,665,000
+0.68% (+240)
+0.01%
2022 Q1
1.96%
35,213
$159.51
$5,617,000
+1.07% (+374)
+0.02%
2021 Q4
1.68%
34,839
$138.29
$4,818,000
+67.07% (+13,986)
+0.67%
2021 Q3
1.04%
20,853
$129.91
$2,709,000
-0.14% (-29)
-0%
2021 Q2
1.11%
20,882
$145.05
$3,029,000
+0.14% (+29)
+0%
2021 Q1
1.17%
$152.30
+20.07% (+3,485)
2020 Q4
0.88%
$125.35
new
* 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.
* 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.