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%).

2022 Q4 (27 results)
PSQ
buy
+180,975
+5.64%
$73.60
39.23% $44.73
0.00%
XOM
buy
+1,952
+0.09%
$110.30
6.67% $102.94
0.09%
FNV
+0.19%
+71
+0.00%
$136.48
6.57% $145.45
2.22%
RGLD
+0.16%
+77
+0.00%
$112.72
39.27% $156.98
2.24%
BMY
+0.15%
+197
+0.01%
$71.95
23.29% $55.19
3.93%
CVS
+0.11%
+122
+0.00%
$93.19
31.48% $63.85
4.35%
BRK.B
+0.10%
+36
+0.00%
$308.90
58.75% $490.38
4.90%
MCK
+0.10%
+40
+0.01%
$375.12
76.47% $661.97
6.08%
AMLP
+0.09%
+260
+0.00%
$38.07
20.72% $45.96
4.59%
UNH
+0.08%
+19
+0.00%
$530.18
1.03% $524.70
5.56%
WAB
-0.06%
-33
-0.00%
$99.81
61.73% $161.42
2.34%
MSFT
-0.07%
-21
-0.00%
$239.82
49.22% $357.86
3.18%
NMIH
-0.07%
-196
-0.00%
$20.90
56.89% $32.79
2.60%
KEX
-0.09%
-154
-0.00%
$64.35
37.65% $88.58
4.48%
SLB
-0.09%
-294
-0.01%
$53.46
38.01% $33.14
7.12%
DOW
-0.09%
-199
-0.00%
$50.39
45.39% $27.52
4.65%
EQT
-0.10%
-451
-0.01%
$33.83
39.85% $47.31
6.39%
CCJ
-0.10%
-159
-0.00%
$22.67
63.92% $37.16
0.00%
MTZ
-0.10%
-124
-0.00%
$85.33
26.05% $107.56
4.64%
AVGO
-0.10%
-160
-0.00%
$55.91
175.68% $154.14
3.81%
AAPL
-0.10%
-56
-0.00%
$129.93
39.66% $181.46
3.04%
OXY
-0.10%
-237
-0.01%
$62.99
38.48% $38.75
6.22%
MCHP
-0.10%
-112
-0.00%
$70.25
45.78% $38.09
3.33%
GLD
-0.29%
-53
-0.00%
$169.64
61.35% $273.71
1.32%
RUSHB
-3.87%
-252
-0.01%
$56.27
4.55% $53.71
0.15%
SPDN
-100.00%
-652,921
-4.95%
$17.88
28.47% $12.79
0.00%
TEN
-100.00%
-475,114
-3.50%
$17.39
14.37% $14.89
0.00%
27 of 1,730

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.