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Ronald Muhlenkamp

Muhlenkamp & Co

Ronald Muhlenkamp Newmont Goldcorp Corp stake

total: 196

Muhlenkamp & Co NEM trades

Total transactions:
10
New positions:
1
Added:
8
Reduced:
1
Held since:
2023 Q4
Held for:
10 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Ronald Muhlenkamp holds 231,182 Newmont Goldcorp Corp (NEM) shares with a market value of roughly $25.03M accounting for 6.59% of the overall portfolio. To date, the estimated cost basis is nearly $38.98 for "buy" trades and estimated average "sell" price is $108.25. Muhlenkamp & Co first purchased NEM in 2023 Q4, initially acquiring 143,601 shares. Since the initial investment in Newmont Goldcorp Corp (NEM), Muhlenkamp & Co has made 9 more transactions.

How many NEM shares does Ronald Muhlenkamp currently hold?

According to 2026 Q1 report, Ronald Muhlenkamp holds 231,182 shares of Newmont Goldcorp Corp (NEM), valued at around $25.03M.

When did Ronald Muhlenkamp buy Newmont Goldcorp Corp (NEM)?

Ronald Muhlenkamp first invested in Newmont Goldcorp Corp (NEM) in 2023 Q4 at the reported quarter-end price of $41.39 per share.

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

The estimated cost basis for Newmont Goldcorp Corp (NEM) stake is around $38.98 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$38.98
Weighted AVG sell price:
$108.25

Ronald Muhlenkamp's historical trades in Newmont Goldcorp Corp

10 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
6.59%
231,182
$108.25
$25,025,452
-18.74% (-53,299)
-1.55%
2025 Q4
7.64%
284,481
$99.85
$28,405,428
+0.19% (+538)
+0.01%
2025 Q3
6.51%
283,943
$84.31
$23,939,250
+0.03% (+83)
+0%
2025 Q2
5.16%
283,860
$58.26
$16,537,667
+0.05% (+137)
+0%
2025 Q1
4.48%
283,723
$48.28
$13,698,125
+0.57% (+1,620)
+0.03%
2024 Q4
3.19%
282,103
$37.22
$10,499,889
+0.28% (+801)
+0.01%
2024 Q3
4.61%
281,302
$53.45
$15,035,581
+0.63% (+1,751)
+0.03%
2024 Q2
3.65%
279,551
$41.87
$11,704,800
+0.22% (+602)
+0.01%
2024 Q1
2.90%
278,949
$35.84
$9,997,532
+94.25% (+135,348)
+1.41%
2023 Q4
1.94%
143,601
$41.39
$5,943,645
new
+1.94%
* 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.