Ronald Muhlenkamp Holdings Activity
Muhlenkamp & Co Portfolio 13F
Muhlenkamp & Co has disclosed a total of 32 changes to the portfolio in the latest (2022 Q2) SEC report(s): increased the number of shares of 5, decreased the number of shares of 19 and completely sold out 8 position(s).
What stocks is Ronald Muhlenkamp buying now?
In the recent quarter Ronald Muhlenkamp has purchased 5 securities: (BMY) BRISTOL-MYERS SQUIBB CO (added shares +0.51%), (FNV) FRANCO-NEVADA CORP (added shares +0.68%), (RGLD) ROYAL GOLD INC (added shares +0.67%), (UNH) UNITEDHEALTH GROUP INC (added shares +0.18%) and (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +0.21%).
What does Ronald Muhlenkamp invest in?
Ronald Muhlenkamp's top 5 holdings (by % of portfolio) are (EQT) EQT CORP (7.16%), (OXY) OCCIDENTAL PETROLEUM CORP (6.4%), (UNH) UNITEDHEALTH GROUP INC (5.9%), (MCK) MCKESSON CORP (5.79%) and (RUSHA) RUSH ENTERPRISES INC-CL A (5.43%).
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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.