Gartner Inc (IT) is a new holding of Ronald Muhlenkamp's Muhlenkamp & Co as of September 30, 2026, according to the 13F-HR filed with the SEC on November 10, 2026: 77.2K shares worth about $14.4M, 3.51% of the portfolio. The position did not appear in the prior quarter. IT enters the book as the 16th largest of 32 stock positions.
What did the 2026 Q3 filing report for IT?
As of September 30, 2026, from the 13F-HR filed November 10, 2026.
| Value | |
|---|---|
| Shares | 77.2K |
| Reported value | $14.4M |
| Portfolio weight | 3.51% |
| Rank in portfolio | 16th of 32 |
How big is the new IT position?
Ronald Muhlenkamp opened 5 stock positions in 2026 Q3; IT is the largest of them by weight. An average stock position in the Ronald Muhlenkamp portfolio is 3% of the reported value, so the new name starts at about the fund's typical size.
Where does IT sit in the Ronald Muhlenkamp portfolio?
IT ranks 16th of 32 stock positions in the Ronald Muhlenkamp portfolio at 3.51%, about the fund's average stock position of 3%. The IT purchase was the largest of the quarter's 29 position changes by percent change to portfolio. The largest stock position is NEM at 6.51%. Next come AEM at 6.2% and MCK at 5.67%. The three largest stocks together are 18.38% of the book. Across the 2026 Q3 portfolio, Ronald Muhlenkamp reported 32 stock positions, with 5 opened and 1 closed. The total portfolio value is about $411M, up 19% from the prior quarter.
Has Ronald Muhlenkamp held IT before?
Ronald Muhlenkamp has not reported IT before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many IT shares does Ronald Muhlenkamp hold?
Ronald Muhlenkamp holds 77.2K shares of IT as of September 30, 2026, worth about $14.4M.
What is IT's weight in the Ronald Muhlenkamp portfolio?
IT is 3.51% of the Ronald Muhlenkamp portfolio and ranks 16th of 32 stocks by weight.
Has Ronald Muhlenkamp owned IT before?
No. Ronald Muhlenkamp has not reported IT before in the filings we track, which start with the quarter ended June 30, 2013.