Ronald Muhlenkamp's Muhlenkamp & Co reported Rush Enterprises A Inc (RUSHA) as the largest of its 28 stock positions for 2026 Q2, according to the 13F-HR filed with the SEC on August 18, 2026: 498K shares worth about $24.3M, 7.03% of the portfolio. RUSHA ranked 6th a quarter earlier, at 5.78% of the book.
What did the 2026 Q2 filing report for RUSHA?
As of June 30, 2026, from the 13F-HR filed August 18, 2026.
| Value | |
|---|---|
| Portfolio weight | 7.03% |
| Shares | 498K |
| Reported value | $24.3M |
| Rank in portfolio | 1st of 28 |
| Rank a quarter earlier | 6th |
| Largest holding a quarter earlier | AEM at 7.41% |
| Next largest holding now | NEM at 6.25% |
How did RUSHA become the largest holding?
Ronald Muhlenkamp added 0% to the RUSHA share count in 2026 Q2. AEM, the largest holding a quarter earlier at 7.41%, was trimmed to 6.22%, now 3rd. The next largest holding now is NEM at 6.25%.
Where does RUSHA sit in the Ronald Muhlenkamp portfolio?
RUSHA is the largest of 28 stock positions in the Ronald Muhlenkamp portfolio at 7.03%, above the fund's average stock position of 4%. The RUSHA addition was the 16th largest of the quarter's 25 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Ronald Muhlenkamp reported 28 stock positions, with 1 opened and 2 closed. The total portfolio value is about $345.3M, down 9% from the prior quarter.
How long has Ronald Muhlenkamp held RUSHA?
Ronald Muhlenkamp has held RUSHA since at least the quarter ended June 30, 2013, the start of the filings we track. The current weight is the highest the fund has reported for the name. Last quarter the fund cut the position by 12%. Every reported trade is on the Ronald Muhlenkamp RUSHA trade history page.
FAQ
What is the largest holding in the Ronald Muhlenkamp portfolio?
RUSHA is the largest holding in the Ronald Muhlenkamp portfolio as of 2026 Q2, at 7.03% of the reported value.
What was the largest holding of Ronald Muhlenkamp a quarter earlier?
AEM, at 7.41% of the book. AEM, the largest holding a quarter earlier at 7.41%, was trimmed to 6.22%, now 3rd.
How did RUSHA become the largest holding of Ronald Muhlenkamp?
RUSHA ranked 6th a quarter earlier, at 5.78% of the book. Ronald Muhlenkamp added 0% to the RUSHA share count in 2026 Q2. AEM, the largest holding a quarter earlier at 7.41%, was trimmed to 6.22%, now 3rd.
How many RUSHA shares does Ronald Muhlenkamp hold?
Ronald Muhlenkamp holds 498K shares of RUSHA, worth about $24.3M at June 30, 2026 prices.