- Portfolio
- Activity
Ronald Muhlenkamp Holdings Activity
Muhlenkamp & Co Portfolio 13F
Muhlenkamp & Co has disclosed a total of 28 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 26 and bought 2 totally new position(s).
What stocks is Ronald Muhlenkamp buying now?
In the recent quarter Ronald Muhlenkamp has bought 28 securities out of which top 5 purchases (by % change to portfolio) are (AEM) AGNICO EAGLE MINES LTD (new buy), (JD) JDCOM INC-ADR (new buy), (AAPL) APPLE INC (added shares +0.23%), (MSFT) MICROSOFT CORP (added shares +0.25%) and (GLD) SPDR GOLD SHARES (added shares +0.62%).
What does Ronald Muhlenkamp invest in?
Ronald Muhlenkamp's top 5 holdings (by % of portfolio) are (MCK) MCKESSON CORP (6.69%), (EQT) EQT CORP (6.32%), (RUSHA) RUSH ENTERPRISES INC-CL A (6.19%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (5.25%) and (NMIH) NMI HOLDINGS INC-CLASS A (5.18%).
In the latest report(s) the following changes have been made to the top investments: (MCK) MCKESSON CORP (added shares +0.14%), (EQT) EQT CORP (added shares +0.16%), (RUSHA) RUSH ENTERPRISES INC-CL A (added shares +0.15%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +0.13%) and (NMIH) NMI HOLDINGS INC-CLASS A (added shares +0.04%).
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.