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Ronald Muhlenkamp13F | |
Muhlenkamp & Co Inc | |
Last update 2024-07-17 | 29 Stocks (1 new) |
Value $320.00 Mil | Turnover 0 % |
Portfolio Report |
Ronald Muhlenkamp Investing Philosophy
He is a value guru who believes that over time, stock prices do reflect the values of the underlying businesses. When picking stocks, he looks for companies with solid balance sheets, and a return on equity capital (ROE) of 15% or better. Although his methods change with inflation and interest rates, he currently looks for companies with a P/E ratio lower than the companies' ROE and expected growth rates. He focuses on the long-term "Business of Investing" because he thinks that it is more profitable and more reliable. As a long-term investor, his "normal" position is to be 100% invested in corporate stocks.
Ronald Muhlenkamp's Portfolio
Ronald Muhlenkamp Current Holdings
Ticker |
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Ticker |
IBIT |
AAPL |
RIG |
MCHP |
MSFT |
GLD |
NEM |
RGLD |
TGNA |
TMHC |
RUSHA |
UNH |
URI |
EQT |
AMLP |
EPD |
RUSHB |
PHM |
DOW |
OXY |
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
IBIT | iShares Bitcoin Trust | 14,000 | 477.96 | New Holding | 0.15 | +0.15% | - | +6.80% | 0% | 13874.404 | ||
AAPL | Apple Inc | 62,839 | 13235.15 | +0.38% | 4.13 | +0.02% | 0 | +28.70% | +13.31% | 3344669.966 | Hardware | |
RIG | Transocean Ltd | 1,014,269 | 5426.34 | +0.37% | 1.69 | +0.01% | 0.12 | -1.19% | -8.66% | 5075.538 | Oil & Gas | |
MCHP | Microchip Technology Inc | 117,189 | 10722.79 | +0.35% | 3.35 | +0.01% | 0.02 | -7.04% | -2.99% | 46584.736 | Semiconductors | |
MSFT | Microsoft Corp | 31,945 | 14277.86 | +0.26% | 4.46 | +0.01% | 0 | +4.72% | +13.36% | 3162074.5 | Software | |
GLD | SPDR Gold Shares ETF | 21,693 | 4664.21 | +0.23% | 1.46 | 0% | - | +1.87% | +15.44% | 63762.069 | ||
NEM | Newmont Corp | 279,551 | 11704.8 | +0.22% | 3.65 | +0.01% | 0.02 | +9.88% | +14.33% | 53619.371 | Metals & Mining | |
RGLD | Royal Gold Inc | 86,080 | 10773.77 | +0.21% | 3.36 | +0.01% | 0.13 | +8.76% | +12.77% | 8880.537 | Metals & Mining | |
TGNA | Tegna Inc | 689,334 | 9609.32 | +0.15% | 3 | 0% | 0.41 | +20.86% | +7.83% | 2754.39 | Media - Diversified | |
TMHC | Taylor Morrison Home Corp | 154,873 | 8586.16 | +0.09% | 2.68 | 0% | 0.15 | +16.96% | +26.19% | 7014.423 | Homebuilding & Construction | |
RUSHA | Rush Enterprises Inc | 371,384 | 15549.85 | +0.04% | 4.85 | 0% | 0.47 | +6.28% | -0.84% | 3834.191 | Vehicles & Parts | |
UNH | UnitedHealth Group Inc | 25,216 | 12841.5 | +0.04% | 4.01 | 0% | 0 | +15.48% | +9.08% | 524361.785 | Healthcare Plans | |
URI | United Rentals Inc | 15,331 | 9915.02 | +0.01% | 3.09 | 0% | 0.02 | +8.94% | +31.56% | 49748.061 | Business Services | |
EQT | EQT Corp | 450,619 | 16663.89 | 0% | 5.2 | 0% | 0.1 | -15.15% | -10.46% | 20381.12 | Oil & Gas | |
AMLP | Alerian MLP ETF | 174,555 | 8375.15 | 0% | 2.61 | 0% | - | +1.22% | +13.12% | 8659.569 | ||
EPD | Enterprise Products Partners LP | 24,855 | 720.3 | 0% | 0.22 | 0% | 0 | +4.74% | +17.72% | 65016.458 | Oil & Gas | |
RUSHB | Rush Enterprises Inc | 9,501 | 372.82 | 0% | 0.12 | 0% | 0.01 | +4.55% | -11.80% | 3834.191 | Vehicles & Parts | |
PHM | PulteGroup Inc | 97,857 | 10774.06 | -0.01% | 3.36 | 0% | 0.05 | +14.34% | +26.28% | 26976.049 | Homebuilding & Construction | |
DOW | Dow Inc | 224,054 | 11886.07 | -0.03% | 3.71 | 0% | 0.03 | -6.59% | -1.19% | 37050.686 | Chemicals | |
OXY | Occidental Petroleum Corp | 237,296 | 14956.77 | -0.04% | 4.67 | 0% | 0.03 | -10.38% | +2.10% | 53676.989 | Oil & Gas |
Total 30