Ronald Muhlenkamp Portfolio Update: March 31, 2026
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.
Ronald Muhlenkamp, managing the portfolio at Muhlenkamp & Co as of March 31, 2026, held a total value of $37,978,914 across various stocks.
His top holdings included significant allocations in Basic Materials (AGNICO Eagle Mines Ltd, Newmont Corp, and Royal Gold Inc) and Energy (EQT Corp and SLB Ltd), alongside positions in Healthcare (Mckesson Corp), Financial Services (Berkshire Hathaway Inc), Technology (Apple Inc), and Industrials (Wabtec).
Notably, Mr. Muhlenkamp's position in AGNICO Eagle Mines Ltd decreased by 8.41% in shares, while Newmont Corp saw an 18.58% reduction. EQT Corp and Royal Gold Inc also experienced significant declines of 11.03% and 0.35% respectively. Conversely, Mckesson Corp's position saw a slight increase of 0.23% in shares, and SLB Ltd added 0.76% in shares. Berkshire Hathaway Inc experienced a negligible decrease of 0.08% in shares.
For more detailed information on Ronald Muhlenkamp's investment strategy and holdings, visit Muhlenkamp & Co's profile. You can explore the performance of specific stocks like AGNICO Eagle Mines Ltd (AEM), EQT Corp (EQT), Newmont Corp (NEM), Mckesson Corp (MCK), Royal Gold Inc (RGLD), Berkshire Hathaway Inc (BRK-B), SLB Ltd (SLB), and Apple Inc (AAPL) on Insiderset.