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Ronald Muhlenkamp's Portfolio
Muhlenkamp & Co 13F holdings
What is Ronald Muhlenkamp's portfolio?
Muhlenkamp & Co has disclosed a total of 28 security holdings in their (2022 Q2) SEC 13F filing(s) with portfolio value of $213,553,000.
What stocks does Ronald Muhlenkamp own?
In Ronald Muhlenkamp's portfolio as of 30 Jun 2022, the top 5 holdings are (EQT) EQT CORP (7.16%), (OXY) OCCIDENTAL PETROLEUM CORP (6.40%), (UNH) UNITEDHEALTH GROUP INC (5.90%), (MCK) MCKESSON CORP (5.79%) and (RUSHA) RUSH ENTERPRISES INC-CL A (5.43%).
To see the historical data of Muhlenkamp & Co's portfolio holdings please click on the "2022 Q2" dropdown menu and select the date.
To see Muhlenkamp & Co's original 13F reports (2022 Q2), please click on the "important" button.
Completely sold out
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.