Ronald Muhlenkamp's Portfolio
Muhlenkamp & Co 13F holdings
What is Ronald Muhlenkamp's portfolio?
Muhlenkamp & Co has disclosed a total of 31 security holdings in their (2023 Q2) SEC 13F filing(s) with portfolio value of $282,191,357.
What stocks does Ronald Muhlenkamp own?
In Ronald Muhlenkamp's portfolio as of 30 Jun 2023, the top 5 holdings are (EQT) EQT CORP (6.50%), (MCK) MCKESSON CORP (5.80%), (SLB) SCHLUMBERGER LTD (5.43%), (MTZ) MASTEC INC (5.34%) and (RUSHA) RUSH ENTERPRISES INC-CL A (5.16%).
To see the historical data of Muhlenkamp & Co's portfolio holdings please click on the "2023 Q2" dropdown menu and select the date.
To see Muhlenkamp & Co's original 13F reports (2023 Q2), 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.