Ronald Muhlenkamp - Muhlenkamp & Co 13F Activity & Position Changes (Q1 2025)
As of Mar 31, 2025, the Muhlenkamp & Co portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 13, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2025, the filing reported:
New Buys - The Travelers Companies, Inc.
Increases - Agnico Eagle Mines Limited, Alerian MLP ETF, SPDR Gold Trust, Transocean, JD.com, Inc., and 3 more
Reductions - Apple Inc., BGC Group, Inc., Berkshire Hathaway Inc. New, Dow Inc., Enterprise Products Partners L., and 11 more
Complete Exits - iShares Bitcoin Trust ETF, Kirby Corporation, Occidental Petroleum Corporatio, PulteGroup, Inc., TEGNA Inc
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2025
|
AAPL
Apple Inc.
|
Sell |
-610
|
|
Q1 2025
|
AEM
Agnico Eagle Mines Limited
|
Buy |
+720
|
|
Q1 2025
|
AMLP
Alerian MLP ETF
|
Buy |
+1,595
|
|
Q1 2025
|
BGC
BGC Group, Inc.
|
Sell |
-459
|
|
Q1 2025
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-34
|
|
Q1 2025
|
DOW
Dow Inc.
|
Sell |
-104
|
|
Q1 2025
|
EPD
Enterprise Products Partners L.
|
Sell |
-2,000
|
|
Q1 2025
|
EQT
EQT Corporation
|
Sell |
-1,344
|
|
Q1 2025
|
GLD
SPDR Gold Trust
|
Buy |
+243
|
|
Q1 2025
|
H8817H100
Transocean
|
Buy |
+37
|
|
Q1 2025
|
IBIT
iShares Bitcoin Trust ETF
|
Sell - Position Exit |
-14,010
|
|
Q1 2025
|
JD
JD.com, Inc.
|
Buy |
+106,934
|
|
Q1 2025
|
KEX
Kirby Corporation
|
Sell - Position Exit |
-73,011
|
|
Q1 2025
|
MCHP
Microchip Technology Incorporat
|
Sell |
-6,832
|
|
Q1 2025
|
MCK
McKesson Corporation
|
Sell |
-72
|
|
Q1 2025
|
MSFT
Microsoft Corporation
|
Buy |
+203
|
|
Q1 2025
|
MTZ
MasTec, Inc.
|
Sell |
-45
|
|
Q1 2025
|
NEM
Newmont Corporation
|
Buy |
+1,620
|
|
Q1 2025
|
NMIH
NMI Holdings Inc
|
Sell |
-922
|
|
Q1 2025
|
OXY
Occidental Petroleum Corporatio
|
Sell - Position Exit |
-237,967
|
|
Q1 2025
|
PHM
PulteGroup, Inc.
|
Sell - Position Exit |
-98,071
|
|
Q1 2025
|
RGLD
Royal Gold, Inc.
|
Buy |
+482
|
|
Q1 2025
|
RUSHA
Rush Enterprises, Inc.
|
Sell |
-497
|
|
Q1 2025
|
SLB
Schlumberger N.V.
|
Sell |
-10
|
|
Q1 2025
|
TGNA
TEGNA Inc
|
Sell - Position Exit |
-691,332
|
|
Q1 2025
|
TMHC
Taylor Morrison Home Corporatio
|
Sell |
-74
|
|
Q1 2025
|
TRV
The Travelers Companies, Inc.
|
Buy - Position Entry |
+6,648
|
|
Q1 2025
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-220
|
|
Q1 2025
|
URI
United Rentals, Inc.
|
Sell |
-7
|
|
Q1 2025
|
WAB
Westinghouse Air Brake Technolo
|
Sell |
-110
|