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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.

B. Tweedy, Ch. Browne's $1.23B portfolio as of March 31, 2026, features significant holdings in CNH, IONS, KOF, and other top stocks with notable share changes.

Tweedy, Browne Co All Funds (US) saw a portfolio value of $1.23B as of March 2026, with notable changes in holdings like BRK-B and WFC.

B. Tweedy, Ch. Browne's portfolio valued at $1.23B as of March 31, 2026, features notable changes in top holdings including slight increases and significant decreases.

William Von Mueffling's portfolio at Cantillon Capital Management, as of March 31, 2026, shows heavy concentration in Technology and Financial Services sectors.

William Von Mueffling's portfolio, managed by Cantillon Capital Management, as of March 31, 2026, shows significant reductions in holdings like Broadcom, Alphabet, TSMC, and Interactive Brokers.

Cantillon Capital Management's top holdings experienced significant share reductions across most sectors, with Technology and Financial Services leading the declines.

Insights into William Von Mueffling's top holdings as of March 31, 2026, showcasing a focus on Technology and Financial Services sectors.

Cantillon Capital Management's portfolio saw a significant reduction in holdings across all major sectors during the first quarter of 2026.

William Von Mueffling of Cantillon Capital Management saw a portfolio value of $15.05 billion as of March 31, 2026. The top holdings show a consistent decrease in shares across most positions.

Sound Shore Management's Harry Burn maintains a significant concentration in Healthcare stocks as of March 31, 2026.

A snapshot of Harry Burn's Sound Shore Management portfolio as of March 31, 2026, highlighting key holdings and their share changes.

Harry Burn's portfolio analysis for Q1 2026 shows significant increases in positions like Regeneron and Marvell Technology, alongside decreases in Citigroup and CSX Corporation.

Analysis of Harry Burn's portfolio concentration as of March 31, 2026, highlighting major holdings and their allocations.

Harry Burn's portfolio, managed by Sound Shore Management, as of March 31, 2026, is dominated by significant holdings in healthcare, technology, and financial services sectors, including investments in Teva, Regeneron, Marvell Technology, Bank of America, and Berkshire Hathaway.

Sound Shore Management's Harry Burn saw significant shifts in his portfolio during Q1 2026, with notable increases in several holdings and decreases in others.

Sound Shore Management's portfolio valued at $2.98 billion as of March 31, 2026, features significant changes in top holdings.

Kahn Brothers Group investor Thomas Graham's portfolio, as of March 31, 2026, shows significant allocations to Financial Services and Healthcare sectors.

Kahn Brothers Group's $564 million portfolio as of March 31, 2026, features Citigroup and Bayer AG among its top holdings, with notable decreases in shares for several stocks.

Thomas Graham's portfolio as of March 31, 2026, shows significant changes in holdings, with major increases in Organon & Co (OGN) and Zillow Group (Z), alongside notable decreases in several stocks including Citigroup (C) and Alphabet (GOOG).

Thomas Graham's portfolio, managed by Kahn Brothers Group, is heavily weighted in Financial Services and Healthcare, with significant allocations to Citigroup and Bayer AG.

Thomas Graham's portfolio at Kahn Brothers Group reached $564 million as of March 2026, with notable increases in Organon & Co and Zillow Group, while several holdings saw significant reductions.

Thomas Graham's portfolio at Kahn Brothers Group stood at $564 million as of March 31, 2026. Significant changes were observed in holdings like Organon & Co and Flagstar Financial.

A snapshot of Donald Yacktman's portfolio shows significant reductions in Canadian Natural Resources Limited (CNQ) and slight increases in U-Haul Holding Company (UHAL-B), alongside steady positions in Microsoft (MSFT) and Procter & Gamble (PG).

Donald Yacktman's portfolio saw significant changes in Q1, with a notable decrease in Canadian Natural Resources Limited (CNQ) and a substantial increase in U-Haul Holding Company (UHAL-B).

Donald Yacktman's portfolio as of March 31, 2026, shows significant concentration in a select group of holdings, including notable changes in shares for several key positions.

Donald Yacktman's portfolio as of March 31, 2026, features significant allocations in Energy, Technology, and Financial Services sectors, with notable share changes in key holdings.

Donald Yacktman's portfolio saw a significant reduction in Energy holdings while showing modest increases in Technology and Consumer Defensive stocks during the first quarter of 2026.

Donald Yacktman's portfolio totaled $7.48 billion as of March 31, 2026, reflecting changes in key holdings.

Robert Torray's portfolio saw significant changes in Q1 2026, with major increases in Microsoft and Constellation Energy, alongside notable decreases in Phillips 66 and CNA Financial.

Robert Torray's Torray Fund portfolio, valued at $638 million as of March 31, 2026, highlights significant investments in Broadcom, Microsoft, Chevron, and other top holdings with varying share changes.

Detailed analysis of Robert Torray's Torray Fund holdings changes during the March 2026 quarter, highlighting key purchases, sales, and sector trends.

Robert Torray's Torray Fund portfolio, as of March 31, 2026, shows significant increases in Microsoft and Constellation Energy, while positions in Phillips 66 and CNA Financial decreased.

A snapshot of Donald Yacktman's portfolio at Yacktman Asset Management as of March 31, 2026, highlighting top holdings and observable changes in share positions.

Donald Yacktman's portfolio as of March 31, 2026, shows significant concentration in energy and consumer staples, with notable changes in holdings like Canadian Natural Resources Limited.

Donald Yacktman's March 2026 portfolio includes significant holdings in Energy, Technology, and Financial Services sectors, with notable share changes across his top allocations.

Donald Yacktman's portfolio saw a significant reduction in Energy holdings while showing slight increases in several sectors including Technology and Consumer Defensive stocks.

Donald Yacktman's Yacktman Asset Management portfolio totaled $7.5 billion as of March 31, 2026. This update highlights significant changes in holdings like Canadian Natural Resources and Charles Schwab Corp.

A snapshot of Robert Torray's portfolio shows significant allocations to Technology and Energy stocks, with notable changes in positions like Microsoft and Phillips 66.

Robert Torray's portfolio saw significant changes in Q1 2026, with notable increases in CNA Financial and Constellation Energy, while positions in Royalty Pharma and Phillips 66 decreased.

Robert Torray's Torray Fund portfolio as of March 31, 2026, is heavily concentrated in Technology and Energy stocks, with notable changes in holdings like Microsoft and Constellation Energy.

Donald Yacktman's portfolio, valued at approximately $7.5 billion as of March 31, 2026, features significant allocations in Energy, Technology, and Consumer Defensive sectors, with notable changes in holdings.

Donald Yacktman's portfolio saw significant share increases in U-Haul and decreases in Canadian Natural Resources, reflecting quarterly adjustments.

Donald Yacktman's portfolio as of March 31, 2026, shows significant concentration in energy and technology stocks, with notable changes in holdings like Canadian Natural Resources Limited (CNQ) and Microsoft Corporation (MSFT).

Donald Yacktman's portfolio as of March 31, 2026, highlights significant allocations in Energy, Technology, and Financial Services sectors, including holdings in Canadian Natural Resources, Microsoft, and Charles Schwab.

Detailed analysis of Donald Yacktman's portfolio changes during the first quarter of 2026, highlighting key holdings and their performance.

Donald Yacktman's portfolio totaled $7.48 billion as of March 31, 2026, featuring significant reductions in Energy and Technology stocks while increasing exposure to Industrials.

A snapshot of Robert Torray's portfolio as of March 31, 2026, highlighting top holdings and significant changes in share positions.

Robert Torray's portfolio, valued at $638 million as of March 2026, shows significant share increases in companies like Microsoft and Constellation Energy, alongside notable decreases in holdings like Phillips 66.

Analysis of Robert Torray's portfolio concentration as of March 31, 2026, highlighting key holdings and share changes.

An analysis of Robert Torray's Torray Fund portfolio as of March 31, 2026, highlighting key holdings including Microsoft, Chevron, and Broadcom.

Detailed analysis of Robert Torray's Torray Fund holdings changes during Q1 2026, highlighting key purchases, sales, and sector movements.

Robert Torray's Torray Fund portfolio, valued at $638 million as of March 31, 2026, shows significant increases in Microsoft and Constellation Energy, while positions in Phillips 66 and CNA Financial decreased.

Donald Yacktman's $7.5 billion portfolio as of March 31, 2026, features significant changes in holdings like Canadian Natural Resources and Microsoft, alongside stable positions in consumer staples.

Donald Yacktman's portfolio saw significant shifts in Q1, with a notable increase in U-Haul holdings and a decrease in Canadian Natural Resources, reflecting quarterly adjustments.

Donald Yacktman's March 31, 2026 portfolio highlights significant holdings in Energy, Technology, and Financial Services sectors.

Donald Yacktman's portfolio saw significant reductions in Canadian Natural Resources Limited (CNQ) while maintaining positions in Microsoft (MSFT) and other stable holdings as of March 31, 2026.

Donald Yacktman's portfolio valued at $7.48 billion as of March 31, 2026, features significant changes in top holdings like Canadian Natural Resources and Microsoft, alongside steady positions in consumer staples.

A snapshot of Robert Torray's top holdings in the Torray Fund portfolio as of March 31, 2026, highlighting significant changes in share positions.

An analysis of Robert Torray's portfolio changes as of March 31, 2026, highlighting significant increases in Constellation Energy and Microsoft, alongside decreases in Phillips 66.

Robert Torray's Torray Fund portfolio as of March 31, 2026, highlights significant investments in technology and energy stocks, including Microsoft, Chevron, and Constellation Energy.

Detailed analysis of Robert Torray's Torray Fund holdings changes during the first quarter of 2026, highlighting key purchases, sales, and sector movements.

Robert Torray's Torray Fund portfolio, valued at $638 million as of March 31, 2026, shows significant changes in holdings like Microsoft and Constellation Energy.

Donald Yacktman's Yacktman Asset Management fund, as of March 31, 2026, maintains a concentrated portfolio with significant exposure to energy and technology sectors.

A snapshot of Donald Yacktman's portfolio as of March 31, 2026, highlighting top holdings and observable changes in share positions.

Yacktman Asset Management's Q1 2026 portfolio highlights a significant decrease in Canadian Natural Resources Limited (CNQ) and a boost to U-Haul (UHAL-B), reflecting quarterly adjustments.

This analysis examines Donald Yacktman's top holdings as of March 31, 2026, highlighting significant positions in Energy, Technology, and Financial Services.

Analysis of Donald Yacktman's portfolio changes as of March 31, 2026, highlighting significant shifts in Energy, Technology, and Consumer sectors.

Donald Yacktman's Yacktman Asset Management portfolio totaled $7.5 billion as of March 31, 2026. This analysis highlights key holdings and their recent changes.

Robert Torray's Torray Fund portfolio, as of March 31, 2026, shows significant concentration in Technology and Energy sectors, with notable changes in holdings like Constellation Energy.

Robert Torray's Torray Fund portfolio, valued at $638 million as of March 31, 2026, shows a heavy concentration in Technology and Energy stocks, with notable changes in positions like Microsoft and Phillips 66.

Robert Torray's portfolio, valued at approximately $638 million as of March 31, 2026, shows significant changes in top holdings, with major increases in Microsoft and Constellation Energy, decreases in Pfizer and Phillips 66, and stable positions in ONEOK.

Robert Torray's $638 million portfolio as of March 31, 2026, features significant allocations in Broadcom, Microsoft, Chevron, and other top holdings with varying share changes.