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Ronald Muhlenkamp's portfolio, as of March 31, 2026, is heavily concentrated in the Energy and Basic Materials sectors, with significant holdings in companies like Agnico Eagle Mines Ltd. (AEM) and Newmont Corp. (NEM).

A snapshot of Ronald Muhlenkamp's portfolio at Muhlenkamp & Co as of March 31, 2026, highlighting key holdings and their share changes.

Ronald Muhlenkamp's portfolio as of March 31, 2026, shows significant reductions in holdings like Agnico Eagle Mines and Newmont Corp, while maintaining positions in healthcare and technology.

Ronald Muhlenkamp's portfolio as of March 31, 2026, shows significant concentration in sectors like Basic Materials and Energy, with notable changes in holdings.

Ronald Muhlenkamp's portfolio as of March 31, 2026, features significant holdings in materials and energy sectors, with notable share changes in several stocks.

Ronald Muhlenkamp's portfolio saw significant changes in Q1 2026, with notable increases in Energy and Healthcare sectors, alongside decreases in Basic Materials holdings.

Ronald Muhlenkamp of Muhlenkamp & Co saw his portfolio value fluctuate as holdings in sectors like Basic Materials and Energy experienced significant reductions, while some positions like Mckesson Corp and Berkshire Hathaway Inc maintained or slightly increased their allocations.

Paul Lountzis' portfolio, as of March 31, 2026, shows a heavy concentration in Financial Services and Technology stocks, with Berkshire Hathaway leading holdings.

A snapshot of Paul Lountzis' top holdings in Lountzis Asset Management's portfolio as of March 31, 2026, highlighting significant changes in share positions.

An overview of significant share movements in Paul Lountzis' portfolio as of March 31, 2026, highlighting major increases and decreases in key holdings.

A detailed look at Paul Lountzis' portfolio holdings as of March 31, 2026, highlighting concentration in Financial Services and Technology sectors.

A detailed look at Paul Lountzis's top holdings as of March 31, 2026, showcasing significant allocations in Financial Services and Technology stocks.