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 |
---|---|---|---|
Q1 2014Mar 31, 2014 | SAVE Spirit Airlines, Inc. | Buy | +99,160+114.3% |
Q1 2014Mar 31, 2014 | HBI Hanesbrands Inc. | Buy | +28,770+58.6% |
Q1 2014Mar 31, 2014 | JPM JP Morgan Chase & Co. | Buy | +2,225+0.5% |
Q1 2014Mar 31, 2014 | ORCL Oracle Corporation | Buy | +1,367+0.3% |
Q1 2014Mar 31, 2014 | ALGT Allegiant Travel Company | Buy | +1,330+1.4% |
Q1 2014Mar 31, 2014 | PHM PulteGroup, Inc. | Buy | +1,010+0.5% |
Q1 2014Mar 31, 2014 | LNC Lincoln National Corporation | Buy | +710+0.2% |
Q1 2014Mar 31, 2014 | KBR KBR, Inc. | Buy | +685+0.4% |
Q1 2014Mar 31, 2014 | OLED Universal Display Corporation | Buy | +650+0.3% |
Q1 2014Mar 31, 2014 | COF Capital One Financial Corporati | Buy | +495+0.9% |
Q1 2014Mar 31, 2014 | AAPL Apple Inc. | Buy | +231+1.6% |
Q1 2014Mar 31, 2014 | HAL Halliburton Company | Sell | -120-0.0% |
Q1 2014Mar 31, 2014 | BRK-B Berkshire Hathaway Inc. New | Sell | -285-0.2% |
Q1 2014Mar 31, 2014 | AXL American Axle & Manufacturing H | Sell | -390-0.1% |
Q1 2014Mar 31, 2014 | AIG American International Group, I | Sell | -400-0.1% |
Q1 2014Mar 31, 2014 | IBM International Business Machines | Sell | -450-7.4% |
Q1 2014Mar 31, 2014 | STT State Street Corporation | Sell | -460-0.1% |
Q1 2014Mar 31, 2014 | CLNE Clean Energy Fuels Corp. | Sell | -475-0.1% |
Q1 2014Mar 31, 2014 | GM General Motors Company | Sell | -565-0.1% |
Q1 2014Mar 31, 2014 | RUSHB Rush Enterprises, Inc. | Sell | -600-0.6% |
Q1 2014Mar 31, 2014 | GILD Gilead Sciences, Inc. | Sell | -780-0.4% |
Q1 2014Mar 31, 2014 | C Citigroup, Inc. | Sell | -790-0.2% |
Q1 2014Mar 31, 2014 | TEVA Teva Pharmaceutical Industries | Sell | -900-0.5% |
Q1 2014Mar 31, 2014 | DFS Discover Financial Services | Sell | -1,240-2.7% |
Q1 2014Mar 31, 2014 | ISSC Innovative Solutions and Suppor | Sell | -1,525-0.4% |
Q1 2014Mar 31, 2014 | DAL Delta Air Lines, Inc. | Sell | -1,920-0.3% |
Q1 2014Mar 31, 2014 | DSL DoubleLine Income Solutions Fun | Sell | -3,275-17.8% |
Q1 2014Mar 31, 2014 | CSCO Cisco Systems, Inc. | Sell | -3,520-2.1% |
Q1 2014Mar 31, 2014 | AB AllianceBernstein Holding L.P. | Sell | -3,890-25.2% |
Q1 2014Mar 31, 2014 | PFE Pfizer, Inc. | Sell | -3,960-8.8% |