Ronald Muhlenkamp - Muhlenkamp & Co Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.38B
+9,999%+
Winning Positions
+54.03%
67 wins / 124 positions
Average Gain (Winners)
$6.17M
+9,999%+ avg per position
Active Positions
29
40 losing positions
Portfolio Value Over Time
Total Positions Tracked
124
All holdings over time
Win/Loss Ratio
1.68
67 gains / 40 losses
Active vs. Exited
29 / 95
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| EQT | EQT Corporation | Energy | Dec 2021 | ACTIVE | $9.69K | $25.54M | $25.53M | +9,999%+ |
| MCK | McKesson Corporation | Healthcare | Jun 2016 | ACTIVE | $8.62K | $23.51M | $23.50M | +9,999%+ |
| RGLD | Royal Gold, Inc. | Basic Materials | Dec 2020 | ACTIVE | $2.12K | $22.37M | $22.37M | +9,999%+ |
| RUSHA | Rush Enterprises, Inc. | Consumer Cyclical | Jun 2013 | ACTIVE | $9.53K | $21.94M | $21.93M | +9,999%+ |
| NEM | Newmont Corporation | Basic Materials | Dec 2023 | ACTIVE | $5.94M | $25.03M | $19.08M | +321.05% |
| BRK-B | Berkshire Hathaway Inc. New | Financial Services | Jun 2013 | ACTIVE | $12.67K | $18.38M | $18.37M | +9,999%+ |
| SLB | Schlumberger N.V. | Energy | Sep 2015 | ACTIVE | $4.11K | $16.56M | $16.55M | +9,999%+ |
| AEM | Agnico Eagle Mines Limited | Basic Materials | Dec 2024 | ACTIVE | $11.77M | $28.13M | $16.36M | +138.94% |
| AAPL | Apple Inc. | Technology | Jun 2013 | ACTIVE | $7.29K | $15.88M | $15.87M | +9,999%+ |
| WAB | Westinghouse Air Brake Technolo | Industrials | Mar 2019 | ACTIVE | $3.88K | $15.78M | $15.78M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.