Ronald Muhlenkamp – Muhlenkamp & Co Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Muhlenkamp & Co portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 24, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – Celanese Corporation (CE)
Increases – Microchip Technology Incorporat (MCHP), Transocean (H8817H100), BGC Group, Inc. (BGC), Dow Inc. (DOW), Schlumberger N.V. (SLB), and 15 more
Complete Exits – UnitedHealth Group Incorporated (UNH)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Muhlenkamp & Co Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2019Dec 31, 2019 | RUSHA Rush Enterprises, Inc. | Buy | +90+0.0% |
Q4 2019Dec 31, 2019 | GLD SPDR Gold Trust | Buy | +68+0.1% |
Q4 2019Dec 31, 2019 | CE Celanese Corporation | Buy | +63+0.1% |
Q4 2019Dec 31, 2019 | UNH UnitedHealth Group Incorporated | Buy | +47+0.5% |
Q4 2019Dec 31, 2019 | DAL Delta Air Lines, Inc. | Buy | +41+0.0% |
Q4 2019Dec 31, 2019 | WAB Westinghouse Air Brake Technolo | Buy | +20+0.0% |
Q4 2019Dec 31, 2019 | AZO AutoZone, Inc. | Buy | +6+0.2% |
Q4 2019Dec 31, 2019 | MCK McKesson Corporation | Buy | +3+0.0% |
Q4 2019Dec 31, 2019 | LMT Lockheed Martin Corporation | Buy | +1+0.0% |
Q4 2019Dec 31, 2019 | BRK-B Berkshire Hathaway Inc. New | Sell | -4-0.0% |
Q4 2019Dec 31, 2019 | BIIB Biogen Inc. | Sell | -6-0.0% |
Q4 2019Dec 31, 2019 | MTH Meritage Homes Corporation | Sell | -6-0.0% |
Q4 2019Dec 31, 2019 | MCHP Microchip Technology Incorporat | Sell | -54-0.1% |
Q4 2019Dec 31, 2019 | PFE Pfizer, Inc. | Sell | -675-2.6% |
Q4 2019Dec 31, 2019 | BFH Bread Financial Holdings, Inc. | Sell | -993-1.4% |
Q4 2019Dec 31, 2019 | AAPL Apple Inc. | Sell | -4,049-6.4% |
Q4 2019Dec 31, 2019 | MSFT Microsoft Corporation | Sell | -9,106-8.2% |
Q4 2019Dec 31, 2019 | CTVA Corteva, Inc. | Sell - Position Exit | -37,648-100.0% |
Q4 2019Dec 31, 2019 | CTSH Cognizant Technology Solutions | Sell | -85,758-93.0% |
Q4 2019Dec 31, 2019 | GILD Gilead Sciences, Inc. | Sell | -93,134-70.2% |
Q4 2019Dec 31, 2019 | CCJ Cameco Corporation | Sell | -464,864-55.0% |
Q3 2019Sep 30, 2019 | CVS CVS Health Corporation | Buy - Position Entry | +70,035 |
Q3 2019Sep 30, 2019 | BRK-B Berkshire Hathaway Inc. New | Buy - Position Entry | +36,322 |
Q3 2019Sep 30, 2019 | LMT Lockheed Martin Corporation | Buy - Position Entry | +18,888 |
Q3 2019Sep 30, 2019 | MCK McKesson Corporation | Buy | +1,110+1.6% |
Q3 2019Sep 30, 2019 | CCJ Cameco Corporation | Buy | +100+0.0% |
Q3 2019Sep 30, 2019 | CTSH Cognizant Technology Solutions | Buy | +62+0.1% |
Q3 2019Sep 30, 2019 | MTH Meritage Homes Corporation | Buy | +61+0.1% |
Q3 2019Sep 30, 2019 | GILD Gilead Sciences, Inc. | Buy | +58+0.0% |
Q3 2019Sep 30, 2019 | WAB Westinghouse Air Brake Technolo | Buy | +26+0.0% |