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Ronald Muhlenkamp's Portfolio
Muhlenkamp & Co 13F holdings
What is Ronald Muhlenkamp's portfolio?
Muhlenkamp & Co has disclosed a total of 26 security holdings in their (2025 Q1) SEC 13F filing(s) with portfolio value of $305,649,678.
What stocks does Ronald Muhlenkamp own?
In Ronald Muhlenkamp's portfolio as of 31 Mar 2025, the top 5 holdings are (MCK) MCKESSON CORP (8.50%), (EQT) EQT CORP (7.87%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (6.65%), (RUSHA) RUSH ENTERPRISES INC-CL A (6.49%) and (NMIH) NMI HOLDINGS INC-CLASS A (5.46%).
To see the historical data of Muhlenkamp & Co's portfolio holdings please click on the "2025 Q1" dropdown menu and select the date.
To see Muhlenkamp & Co's original 13F reports (2025 Q1), please click on the "important" button.
Completely sold out
Shares, change to shares, sold shares - 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.