Ronald Muhlenkamp's Portfolio
Muhlenkamp & Co 13F holdings
What is Ronald Muhlenkamp's portfolio?
Muhlenkamp & Co has disclosed a total of 27 security holdings in their (2022 Q4) SEC 13F filing(s) with portfolio value of $236,039,595.
What stocks does Ronald Muhlenkamp own?
In Ronald Muhlenkamp's portfolio as of 31 Dec 2022, the top 5 holdings are (SLB) SCHLUMBERGER LTD (7.12%), (EQT) EQT CORP (6.39%), (OXY) OCCIDENTAL PETROLEUM CORP (6.22%), (MCK) MCKESSON CORP (6.08%) and (PSQ) PROSHARES SHORT QQQ (5.64%).
To see the historical data of Muhlenkamp & Co's portfolio holdings please click on the "2022 Q4" dropdown menu and select the date.
To see Muhlenkamp & Co's original 13F reports (2022 Q4), please click on the "important" button.
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.