Ronald Muhlenkamp

Ronald Muhlenkamp

13F
Muhlenkamp & Co Inc
Last update 2024-04-23 29 Stocks (0 new)
Value $344.00 Mil Turnover 4 %
Countries:
Portfolio Report

Ronald Muhlenkamp Profile

Ronald H. Muhlenkamp is the founder and president of Muhlenkamp & Company, Inc., and portfolio manager for the company's self-named mutual fund (MUHLX). Muhlenkamp is a patient value investor. The stocks in his portfolio stay an average of 10 years.

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 Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NEM
Newmont Corp2024-03-31Add
+1.41%
●
29.86 ($34.47) 40.91
$37.46
8.67%
Add 94.25%
278,949
135,348
RGLD
Royal Gold Inc2024-03-31Add
+1.01%
●
101.3 ($112.92) 122.47
$120.41
6.63%
Add 49.43%
85,899
28,414
GLD
SPDR Gold Shares ETF2024-03-31Add
+0.15%
●
184.42 ($191.93) 205.72
$214.95
11.99%
Add 13.19%
21,643
2,522
MCHP
Microchip Technology Inc2024-03-31Add
+0.13%
●
80.58 ($86.19) 93.34
$86.32
0.15%
Add 4.61%
116,779
5,144
AAPL
Apple Inc2024-03-31Add
+0.11%
●
169 ($181.83) 195.18
$166.30
-8.54%
Add 3.59%
62,604
2,170
MSFT
Microsoft Corp2024-03-31Add
+0.11%
●
367.75 ($404.82) 429.37
$406.68
0.46%
Add 3.02%
31,863
935
AVGO
Broadcom Inc2024-03-31Add
+0.10%
●
1049.01 ($1239) 1407.01
$1,247.68
0.70%
Add 1.62%
15,885
254
RIG
Transocean Ltd2024-03-31Add
+0.06%
●
4.67 ($5.46) 6.28
$5.96
9.16%
Add 3.45%
1,010,498
33,740
URI
United Rentals Inc2024-03-31Add
+0.06%
●
541.39 ($641.68) 721.11
$657.25
2.43%
Add 1.92%
15,329
289
BGC
BGC Group Inc2024-03-31Add
+0.05%
●
6.65 ($7.41) 8.55
$7.80
5.33%
Add 1.38%
1,735,480
23,553
BMY
Bristol-Myers Squibb Co2024-03-31Add
+0.05%
●
47.98 ($50.94) 54.4
$49.19
-3.44%
Add 2.49%
135,045
3,285
MTZ
MasTec Inc2024-03-31Add
+0.05%
●
63.16 ($76.04) 93.73
$86.78
14.12%
Add 1.51%
132,990
1,981
NMIH
NMI Holdings Inc2024-03-31Add
+0.05%
●
28.94 ($30.18) 32.34
$30.66
1.57%
Add 1.05%
464,338
4,805
PHM
PulteGroup Inc2024-03-31Add
+0.05%
●
100.31 ($107.29) 120.62
$111.77
4.18%
Add 1.34%
97,864
1,296
RUSHA
Rush Enterprises Inc2024-03-31Add
+0.05%
●
42.92 ($47.27) 53.52
$49.23
4.15%
Add 0.96%
371,239
3,526
TGNA
Tegna Inc2024-03-31Add
+0.05%
●
13.53 ($14.86) 15.84
$13.84
-6.86%
Add 1.57%
688,293
10,652
BRK.B
Berkshire Hathaway Inc2024-03-31Add
+0.04%
●
359.29 ($393.34) 420.52
$408.01
3.73%
Add 0.88%
38,183
334
DOW
Dow Inc2024-03-31Add
+0.04%
●
52.47 ($55.26) 58.17
$56.87
2.91%
Add 0.99%
224,122
2,190
OXY
Occidental Petroleum Corp2024-03-31Add
+0.04%
●
56.22 ($59.73) 64.99
$67.15
12.42%
Add 0.96%
237,383
2,264
TMHC
Taylor Morrison Home Corp2024-03-31Add
+0.04%
●
50.66 ($55.09) 62.17
$56.78
3.07%
Add 1.44%
154,730
2,198
UNH
UnitedHealth Group Inc2024-03-31Add
+0.04%
●
472.6 ($508.38) 545.42
$488.49
-3.91%
Add 1.15%
25,205
286
WAB
Westinghouse Air Brake Technologies Corp2024-03-31Add
+0.04%
●
123.99 ($135.45) 145.87
$147.25
8.71%
Add 1.38%
62,814
852
EQT
EQT Corp2024-03-31Add
+0.03%
●
32.96 ($35.82) 38.92
$38.35
7.08%
Add 0.64%
450,628
2,876
KEX
Kirby Corp2024-03-31Add
+0.03%
●
75.27 ($84.38) 95.32
$101.79
20.63%
Add 0.66%
169,314
1,107
MCK
McKesson Corp2024-03-31Add
+0.03%
●
473.42 ($507.73) 539.26
$531.62
4.71%
Add 0.54%
38,691
209
SLB
Schlumberger Ltd2024-03-31Add
+0.03%
●
47.08 ($50.41) 54.9
$49.49
-1.83%
Add 0.62%
315,176
1,931
KRE
SPDR S&P Regional Banking ETF2023-12-31Sold Out
-3.59%
●
38.57 ($44.72) 53.82
$48.83
9.19%
Sold Out
0
-249,235
FNV
Franco-Nevada Corp2023-12-31Sold Out
-2.20%
●
103.8 ($121.65) 140.89
$119.39
-1.86%
Sold Out
0
-47,811
NEM
Newmont Corp2023-12-31New Buy
+1.94%
●
33.95 ($38.61) 42.38
$37.46
-2.98%
New holding
143,601
143,601
TGNA
Tegna Inc2023-12-31Add
+1.23%
●
13.77 ($14.99) 16
$13.84
-7.67%
Add 57.03%
677,641
246,100
AVGO
Broadcom Inc2023-12-31Reduce
-0.09%
●
814.83 ($946.88) 1147
$1,247.68
31.77%
Reduce -2.04%
15,631
-325
TMO
Thermo Fisher Scientific Inc2023-12-31Sold Out
-0.08%
●
431.41 ($484.03) 532.94
$572.09
18.19%
Sold Out
0
-450
AAPL
Apple Inc2023-12-31Reduce
-0.06%
●
166.89 ($184.64) 198.11
$166.30
-9.93%
Reduce -1.71%
60,434
-1,050
BGC
BGC Group Inc2023-12-31Add
+0.04%
●
5.13 ($6.19) 7.22
$7.80
26.09%
Add 0.98%
1,711,927
16,535
NMIH
NMI Holdings Inc2023-12-31Add
+0.04%
●
26.16 ($27.91) 30.12
$30.66
9.84%
Add 0.8%
459,533
3,648
RUSHA
Rush Enterprises Inc2023-12-31Add
+0.04%
●
34.91 ($40.34) 50.3
$49.23
22.04%
Add 0.73%
367,713
2,662
URI
United Rentals Inc2023-12-31Add
+0.04%
●
399.02 ($471.7) 580.47
$657.25
39.34%
Add 1.46%
15,040
217
WAB
Westinghouse Air Brake Technologies Corp2023-12-31Add
+0.04%
●
98.74 ($112.87) 127.14
$147.25
30.46%
Add 1.48%
61,962
904
BRK.B
Berkshire Hathaway Inc2023-12-31Add
+0.03%
●
331.71 ($350.99) 362.68
$408.01
16.25%
Add 0.77%
37,849
289
BMY
Bristol-Myers Squibb Co2023-12-31Add
+0.03%
●
48.48 ($52.49) 57.85
$49.19
-6.29%
Add 1.56%
131,760
2,028
DOW
Dow Inc2023-12-31Add
+0.03%
●
47.54 ($51.09) 55.71
$56.87
11.31%
Add 0.85%
221,932
1,874
EQT
EQT Corp2023-12-31Add
+0.03%
●
36.01 ($40.55) 44.72
$38.35
-5.41%
Add 0.53%
447,752
2,370
KEX
Kirby Corp2023-12-31Add
+0.03%
●
72.79 ($78.2) 83.19
$101.79
30.17%
Add 0.78%
168,207
1,299
MTZ
MasTec Inc2023-12-31Add
+0.03%
●
47.6 ($62.54) 75.72
$86.78
38.76%
Add 1.03%
131,009
1,332
MCK
McKesson Corp2023-12-31Add
+0.03%
●
437.42 ($454.73) 470.64
$531.62
16.91%
Add 0.56%
38,482
215
MSFT
Microsoft Corp2023-12-31Reduce
-0.03%
●
313.39 ($355.93) 382.7
$406.68
14.26%
Reduce -0.96%
30,928
-300
OXY
Occidental Petroleum Corp2023-12-31Add
+0.03%
●
55.55 ($61.02) 66.5
$67.15
10.05%
Add 0.73%
235,119
1,707
PHM
PulteGroup Inc2023-12-31Add
+0.03%
●
69.65 ($84.98) 104.88
$111.77
31.53%
Add 0.86%
96,568
825
SLB
Schlumberger Ltd2023-12-31Add
+0.03%
●
48.46 ($54.35) 60.59
$49.49
-8.94%
Add 0.62%
313,245
1,943
GLD
SPDR Gold Shares ETF2023-12-31Add
+0.03%
●
168.83 ($183.27) 192.59
$214.95
17.29%
Add 2.2%
19,121
411
TMHC
Taylor Morrison Home Corp2023-12-31Add
+0.03%
●
37.7 ($44.7) 54.22
$56.78
27.02%
Add 1.06%
152,532
1,595
RIG
Transocean Ltd2023-12-31Add
+0.03%
●
5.65 ($6.69) 7.88
$5.96
-10.91%
Add 1.67%
976,758
16,081
UNH
UnitedHealth Group Inc2023-12-31Add
+0.03%
●
509.47 ($533.34) 552.97
$488.49
-8.41%
Add 0.73%
24,919
181
RGLD
Royal Gold Inc2023-12-31Add
+0.02%
●
102.87 ($113.01) 124.3
$120.41
6.55%
Add 1.04%
57,485
594
PSQ
ProShares Short QQQ -1x Shares2023-06-30Sold Out
-5.64%
●
10.53 ($11.57) 12.5
$45.95
297.15%
Sold Out
0
-904,875
KRE
SPDR S&P Regional Banking ETF2023-06-30New Buy
+3.61%
●
35.75 ($40.75) 44.18
$48.83
19.83%
New holding
249,235
249,235
BGC
BGC Group Inc2023-06-30New Buy
+2.46%
●
3.99 ($4.45) 5.23
$7.80
75.39%
New holding
1,567,592
1,567,592
RIG
Transocean Ltd2023-06-30New Buy
+2.13%
●
5.65 ($6.18) 7.04
$5.96
-3.56%
New holding
855,992
855,992
AMLP
Alerian MLP ETF2023-06-30Reduce
-1.77%
●
36.82 ($38.39) 39.69
$47.40
23.47%
Reduce -38.61%
174,555
-109,762
CCJ
Cameco Corp2023-06-30Sold Out
-1.56%
●
25.1 ($28.09) 31.95
$48.28
71.88%
Sold Out
0
-161,964
PHM
PulteGroup Inc2023-06-30New Buy
+1.50%
●
57.84 ($67.63) 78.67
$111.77
65.27%
New holding
54,519
54,519
NMIH
NMI Holdings Inc2023-06-30Add
+1.49%
●
21.62 ($24.2) 26.57
$30.66
26.67%
Add 55.37%
455,821
162,437
TMHC
Taylor Morrison Home Corp2023-06-30New Buy
+1.48%
●
36.31 ($42.98) 48.77
$56.78
32.11%
New holding
85,789
85,789
TGNA
Tegna Inc2023-06-30New Buy
+1.21%
●
15.29 ($16.31) 17.26
$13.84
-15.14%
New holding
209,438
209,438
FNV
Franco-Nevada Corp2023-06-30Add
+0.47%
●
136.72 ($149.96) 160.42
$119.39
-20.39%
Add 24.48%
47,783
9,398
RGLD
Royal Gold Inc2023-06-30Add
+0.40%
●
111.59 ($128.69) 143.88
$120.41
-6.43%
Add 21.15%
56,859
9,927
AAPL
Apple Inc2023-06-30Add
+0.35%
●
160.1 ($174.1) 193.97
$166.30
-4.48%
Add 9.24%
60,370
5,104
KEX
Kirby Corp2023-06-30Add
+0.08%
●
66.6 ($71.93) 76.95
$101.79
41.51%
Add 1.71%
167,205
2,810
SLB
SLB2023-06-30Reduce
-0.06%
●
42.83 ($47.71) 52.63
$49.49
3.73%
Reduce -0.79%
311,735
-2,473
MSFT
Microsoft Corp2023-06-30Reduce
-0.04%
●
275.42 ($313.01) 348.1
$406.68
29.93%
Reduce -1.19%
30,892
-372
BRK.B
Berkshire Hathaway Inc2023-06-30Add
+0.03%
●
308.77 ($326.09) 341
$408.01
25.12%
Add 0.58%
37,646
216
AVGO
Broadcom Inc2023-06-30Reduce
-0.01%
●
610.16 ($712.03) 886.18
$1,247.68
75.23%
Reduce -0.28%
16,035
-45
MTZ
MasTec Inc2023-06-30Reduce
-0.01%
●
85.2 ($97.88) 117.97
$86.78
-11.34%
Reduce -0.31%
127,819
-398
CVS
CVS Health Corp2023-06-30Add
+0.01%
●
66.65 ($71.2) 77.75
$69.29
-2.68%
Add 0.52%
110,695
572
MCHP
Microchip Technology Inc2023-06-30Reduce
-0.01%
●
71.8 ($78.97) 89.59
$86.32
9.31%
Reduce -0.25%
111,744
-280
UNH
UnitedHealth Group Inc2023-06-30Reduce
-0.01%
●
458.49 ($488.72) 526.23
$488.49
-0.05%
Reduce -0.1%
24,730
-25
MCK
McKesson Corp2023-06-30Add
+0.01%
●
354.01 ($383.91) 427.31
$531.62
38.48%
Add 0.2%
38,325
76
BMY
Bristol-Myers Squibb Co2023-06-30Add
+0.01%
●
63.71 ($67.09) 70.74
$49.19
-26.68%
Add 0.48%
129,569
619
RUSHA
Rush Enterprises Inc2023-06-30Reduce
-0.01%
●
33.47 ($36.67) 40.83
$49.23
34.25%
Reduce -0.28%
359,597
-675
OXY
Occidental Petroleum Corp2023-06-30Reduce
0%
●
56.07 ($60.03) 65.18
$67.15
11.86%
Reduce -0.02%
232,872
-54
RUSHB
Rush Enterprises Inc2023-06-30Add
0%
●
36.85 ($40.46) 45.37
$46.58
15.11%
Add 1.28%
9,503
80
GLD
SPDR Gold Shares ETF2023-06-30Add
0%
●
177.09 ($183.74) 190.44
$214.95
16.99%
Add 0.29%
18,485
53
EQT
EQT Corp2023-06-30Reduce
0%
●
31.04 ($35.3) 41.13
$38.35
8.65%
Reduce -0.03%
445,715
-126
DOW
Dow Inc2023-06-30Reduce
0%
●
48.78 ($53.18) 56.92
$56.87
6.94%
Reduce -0.03%
217,893
-65
WAB
Westinghouse Air Brake Technologies Corp2023-06-30Reduce
0%
●
92.63 ($99.31) 109.67
$147.25
48.27%
Reduce -0.19%
55,327
-106
PSQ
ProShares Short QQQ -1x Shares2022-12-31New Buy
+5.64%
●
13.35 ($14.26) 15.2
$45.95
222.23%
New holding
904,875
904,875
SPDN
Direxion Daily S&P 500 Bear 1X Shares2022-12-31Sold Out
-5.21%
●
15.51 ($16.46) 17.74
$12.68
-22.96%
Sold Out
0
-652,921
TEN Tenneco Inc2022-12-31Sold Out
-3.69%
●
17.53 ($19) 19.99
$19.99
5.21%
Sold Out
0
-475,114
XOM
Exxon Mobil Corp2022-12-31New Buy
+0.09%
●
91.92 ($107.14) 114.18
$120.34
12.32%
New holding
1,952
1,952
OXY
Occidental Petroleum Corp2022-12-31Reduce
-0.01%
●
61.8 ($68.1) 75.97
$67.15
-1.40%
Reduce -0.1%
232,926
-237
EQT
EQT Corp2022-12-31Reduce
-0.01%
●
33.5 ($40.14) 45.34
$38.35
-4.45%
Reduce -0.1%
445,841
-451
MCK
McKesson Corp2022-12-31Add
+0.01%
●
345.39 ($372.97) 397.58
$531.62
42.54%
Add 0.1%
38,249
40
RUSHB
Rush Enterprises Inc2022-12-31Reduce
-0.01%
●
32.47 ($35.33) 38.55
$46.58
31.83%
Reduce -3.87%
9,383
-252
BMY
Bristol-Myers Squibb Co2022-12-31Add
+0.01%
●
68.48 ($75.4) 81.13
$49.19
-34.76%
Add 0.15%
128,950
197
AMLP
Alerian MLP ETF2022-12-31Add
0%
●
36.6 ($39.01) 41.42
$47.40
21.51%
Add 0.09%
284,317
260
KEX
Kirby Corp2022-12-31Reduce
0%
●
62.22 ($66.74) 71.09
$101.79
52.52%
Reduce -0.09%
164,395
-154
BRK.B
Berkshire Hathaway Inc2022-12-31Add
0%
●
264 ($296.98) 318.6
$408.01
37.39%
Add 0.1%
37,430
36
MSFT
Microsoft Corp2022-12-31Reduce
0%
●
214.25 ($239.99) 257.22
$406.68
69.46%
Reduce -0.07000000000000001%
31,264
-21
CVS
CVS Health Corp2022-12-31Add
0%
●
87.84 ($96.49) 103.79
$69.29
-28.19%
Add 0.11%
110,123
122
AVGO
Broadcom Inc2022-12-31Reduce
0%
●
427.1 ($501.4) 574.44
$1,247.68
148.84%
Reduce -0.1%
16,080
-16
100/Page
Total 170

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