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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.

Paul Lountzis' portfolio valued at $272.6M as of March 31, 2026, shows significant shifts in Financial Services and Technology holdings.

Eric H. Schoenstein's Jensen Investment Management portfolio, as of March 31, 2026, shows heavy concentration in Technology stocks with significant changes in holdings.

Eric H. Schoenstein's portfolio, as of March 31, 2026, is heavily weighted in Technology stocks like Microsoft, Google, and Apple, with some minor reductions in positions and slight increases in Amazon and Sherwin-Williams.

Eric H. Schoenstein's portfolio, valued at approximately $5.06 billion as of March 2026, reflects notable changes in major holdings during the quarter, with increases in Amazon and Mastercard offset by reductions in several large-cap stocks.

Analysis of Eric H. Schoenstein's portfolio concentration in large-cap tech and other sectors as of March 31, 2026.

Eric H. Schoenstein's March 31, 2026, portfolio highlights major holdings in technology and healthcare stocks, including Microsoft, Alphabet, Apple, and NVIDIA.

Eric H. Schoenstein's Jensen Investment Management portfolio saw significant reductions in major tech stocks while showing interest in consumer cyclical and select healthcare names during Q1 2026.

Eric H. Schoenstein's portfolio totaled $5.06 billion as of March 31, 2026. He maintained significant positions in Microsoft, Apple, and Alphabet Inc. (Google).

Tweedy, Browne Co's fund, as of March 31, 2026, shows significant concentration in CNH Industrial and Ionis Pharmaceuticals, with notable positions in Healthcare, Financial Services, and Industrials sectors.

Tweedy Browne's portfolio as of March 31, 2026, features significant holdings in industrial and healthcare stocks, with notable changes in shares for key positions.

Tweedy, Browne's portfolio saw a slight increase in Berkshire Hathaway shares and a significant decrease in FedEx holdings during the quarter, alongside minor adjustments in other positions.

Tweedy, Browne's portfolio as of March 31, 2026, shows significant concentration in large-cap and foreign stocks, with CNH and IONS leading the allocation.