Ronald Muhlenkamp
Muhlenkamp & Co
Ronald Muhlenkamp Microchip Technology Inc stake
total: 197
Muhlenkamp & Co MCHP trades
- Total transactions:
- 32
- New positions:
- 1
- Added:
- 14
- Reduced:
- 17
- Held since:
- 2017 Q1
- Held for:
- 35 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Ronald Muhlenkamp holds 203,139 Microchip Technology Inc (MCHP) shares with a market value of roughly $18.53M accounting for 5.37% of the overall portfolio. To date, the estimated cost basis is nearly $92.99 for "buy" trades and estimated average "sell" price is $78.13. Muhlenkamp & Co first purchased MCHP in 2017 Q1, initially acquiring 49,905 shares. Since the initial investment in Microchip Technology Inc (MCHP), Muhlenkamp & Co has made 31 more transactions.
When did Ronald Muhlenkamp buy Microchip Technology Inc (MCHP)?
Ronald Muhlenkamp first invested in Microchip Technology Inc (MCHP) in 2017 Q1 at the reported quarter-end price of $147.56 per share.
What's the cost basis of Muhlenkamp & Co's MCHP stake?
The estimated cost basis for Microchip Technology Inc (MCHP) stake is around $92.99 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $92.99
- Weighted AVG sell price:
- $78.13
Ronald Muhlenkamp's historical trades in Microchip Technology Inc
32 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
5.37%
|
203,139
|
$91.20
|
$18,526,277
|
+0.08% (+154)
|
+0%
|
|
2025 Q4
|
3.48%
|
202,985
|
$63.72
|
$12,934,204
|
+0.61% (+1,232)
|
+0.02%
|
|
2025 Q3
|
3.52%
|
201,753
|
$64.22
|
$12,956,589
|
+0.13% (+262)
|
+0%
|
|
2025 Q2
|
4.42%
|
201,491
|
$70.37
|
$14,178,934
|
+81.43% (+90,431)
|
+1.99%
|
|
2025 Q1
|
1.76%
|
111,060
|
$48.41
|
$5,376,406
|
-5.80% (-6,832)
|
-0.1%
|
|
2024 Q4
|
2.05%
|
117,892
|
$57.35
|
$6,761,122
|
+0.41% (+487)
|
+0.01%
|
|
2024 Q3
|
2.89%
|
117,405
|
$80.29
|
$9,426,428
|
+0.18% (+216)
|
+0.01%
|
|
2024 Q2
|
3.35%
|
117,189
|
$91.50
|
$10,722,794
|
+0.35% (+410)
|
+0.01%
|
|
2024 Q1
|
3.04%
|
116,779
|
$89.71
|
$10,476,244
|
+4.61% (+5,144)
|
+0.13%
|
|
2023 Q3
|
3.01%
|
111,635
|
$78.05
|
$8,713,112
|
-0.10% (-109)
|
-0%
|
|
2023 Q2
|
3.55%
|
$89.59
|
-0.25% (-280)
|
|||
|
2022 Q4
|
3.33%
|
$70.25
|
-0.10% (-112)
|
|||
|
2022 Q3
|
3.06%
|
$61.03
|
+0.24% (+263)
|
|||
|
2022 Q2
|
3.04%
|
$58.08
|
-0.36% (-402)
|
|||
|
2022 Q1
|
2.94%
|
$75.14
|
-32.86% (-54,947)
|
|||
|
2021 Q4
|
5.07%
|
$87.06
|
+252.38% (+119,766.5)
|
|||
|
2021 Q3
|
5.59%
|
$306.98
|
-0.19% (-90)
|
|||
|
2021 Q2
|
5.22%
|
$299.48
|
+0.19% (+90)
|
|||
|
2021 Q1
|
5.11%
|
$291.39
|
-0.08% (-36)
|
|||
|
2020 Q4
|
5.28%
|
$276.22
|
-0.41% (-197)
|
|||
|
2020 Q3
|
5.08%
|
$205.52
|
+0.40% (+192)
|
|||
|
2020 Q2
|
5.35%
|
$210.63
|
-0.08% (-36)
|
|||
|
2019 Q4
|
4.35%
|
$209.44
|
-0.06% (-27)
|
|||
|
2019 Q3
|
4.31%
|
$185.83
|
+0.01% (+5)
|
|||
|
2019 Q2
|
4.01%
|
$173.40
|
-0.41% (-194.5)
|
|||
|
2019 Q1
|
3.75%
|
$165.93
|
-2.78% (-1,364.5)
|
|||
|
2018 Q3
|
3.34%
|
$157.82
|
-0.75% (-370.5)
|
|||
|
2018 Q1
|
3.30%
|
$182.73
|
+1.87% (+910)
|
|||
|
2017 Q4
|
2.63%
|
$175.75
|
-1.69% (-833.5)
|
|||
|
2017 Q3
|
2.95%
|
$179.57
|
-0.86% (-427.5)
|
|||
|
2017 Q2
|
2.52%
|
$154.37
|
-0.14% (-70)
|
|||
|
2017 Q1
|
2.39%
|
$147.56
|
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.
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.