Ronald Muhlenkamp Holdings Activity

Muhlenkamp & Co Portfolio 13F

Muhlenkamp & Co has disclosed a total of 26 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 26 position(s).

What stocks is Ronald Muhlenkamp buying now?

In the recent quarter Ronald Muhlenkamp has bought 26 securities out of which top 5 purchases (by % change to portfolio) are (NEM) NEWMONT CORP (added shares +94.25%), (RGLD) ROYAL GOLD INC (added shares +49.43%), (GLD) SPDR GOLD SHARES (added shares +13.19%), (MCHP) MICROCHIP TECHNOLOGY INC (added shares +4.61%) and (MSFT) MICROSOFT CORP (added shares +3.02%).

What does Ronald Muhlenkamp invest in?

Ronald Muhlenkamp's top 5 holdings (by % of portfolio) are (AVGO) BROADCOM INC (6.12%), (MCK) MCKESSON CORP (6.03%), (RUSHA) RUSH ENTERPRISES INC-CL A (5.77%), (SLB) SCHLUMBERGER LTD (5.02%) and (EQT) EQT CORP (4.85%).

In the latest report(s) the following changes have been made to the top investments: (AVGO) BROADCOM INC (added shares +1.62%), (MCK) MCKESSON CORP (added shares +0.54%), (RUSHA) RUSH ENTERPRISES INC-CL A (added shares +0.96%), (SLB) SCHLUMBERGER LTD (added shares +0.62%) and (EQT) EQT CORP (added shares +0.64%).

2022 Q4 (27 results)
XOM
buy
+1,952
+0.09%
$110.30
6.92% $117.93
0.09%
WAB
-0.06%
-33
-0.00%
$99.81
66.97% $166.65
2.34%
UNH
+0.08%
+19
+0.00%
$530.18
1.69% $521.22
5.56%
TEN
-100.00%
-475,114
-3.50%
$17.39
14.95% $19.99
0.00%
SPDN
-100.00%
-652,921
-4.95%
$17.88
31.82% $12.19
0.00%
SLB
-0.09%
-294
-0.01%
$53.46
9.43% $48.42
7.12%
RUSHB
-3.87%
-252
-0.01%
$56.27
24.56% $42.45
0.15%
RGLD
+0.16%
+77
+0.00%
$112.72
15.01% $129.64
2.24%
PSQ
buy
+904,875
+5.64%
$14.72
194.90% $43.41
0.00%
OXY
-0.10%
-237
-0.01%
$62.99
0.17% $62.88
6.22%
NMIH
-0.07%
-196
-0.00%
$20.90
61.34% $33.72
2.60%
MTZ
-0.10%
-124
-0.00%
$85.33
24.73% $106.43
4.64%
MSFT
-0.07%
-21
-0.00%
$239.82
75.52% $420.93
3.18%
MCK
+0.10%
+40
+0.01%
$375.12
48.12% $555.63
6.08%
MCHP
-0.10%
-112
-0.00%
$70.25
34.15% $94.24
3.33%
KEX
-0.09%
-154
-0.00%
$64.35
79.27% $115.36
4.48%
GLD
-0.29%
-53
-0.00%
$169.64
29.72% $220.05
1.32%
FNV
+0.19%
+71
+0.00%
$136.48
7.85% $125.77
2.22%
EQT
-0.10%
-451
-0.01%
$33.83
19.72% $40.50
6.39%
DOW
-0.09%
-199
-0.00%
$50.39
16.47% $58.69
4.65%
CVS
+0.11%
+122
+0.00%
$93.19
38.27% $57.53
4.35%
CCJ
-0.10%
-159
-0.00%
$22.67
119.81% $49.83
0.00%
BRK.B
+0.10%
+36
+0.00%
$308.90
33.80% $413.31
4.90%
BMY
+0.15%
+197
+0.01%
$71.95
38.69% $44.11
3.93%
AVGO
-0.10%
-16
-0.00%
$559.13
152.60% $1,412.36
3.81%
AMLP
+0.09%
+260
+0.00%
$38.07
21.33% $46.19
4.59%
AAPL
-0.10%
-56
-0.00%
$129.93
46.13% $189.87
3.04%
27 of 1,648

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.