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 |
|---|---|---|---|
Q2 2024Jun 30, 2024 | UNH UnitedHealth Group Incorporated | Buy | +11+0.0% |
Q2 2024Jun 30, 2024 | URI United Rentals, Inc. | Buy | +2+0.0% |
Q2 2024Jun 30, 2024 | PHM PulteGroup, Inc. | Sell | -7-0.0% |
Q2 2024Jun 30, 2024 | EQT EQT Corporation | Sell | -9-0.0% |
Q2 2024Jun 30, 2024 | BRK-B Berkshire Hathaway Inc. New | Sell | -41-0.1% |
Q2 2024Jun 30, 2024 | MCK McKesson Corporation | Sell | -55-0.1% |
Q2 2024Jun 30, 2024 | DOW Dow Inc. | Sell | -68-0.0% |
Q2 2024Jun 30, 2024 | OXY Occidental Petroleum Corporatio | Sell | -87-0.0% |
Q2 2024Jun 30, 2024 | SLB Schlumberger N.V. | Sell | -168-0.1% |
Q2 2024Jun 30, 2024 | NMIH NMI Holdings Inc | Sell | -343-0.1% |
Q2 2024Jun 30, 2024 | WAB Westinghouse Air Brake Technolo | Sell | -461-0.7% |
Q2 2024Jun 30, 2024 | BGC BGC Group, Inc. | Sell | -2,012-0.1% |
Q2 2024Jun 30, 2024 | AVGO Broadcom Inc. | Sell | -7,756-48.8% |
Q2 2024Jun 30, 2024 | MTZ MasTec, Inc. | Sell | -27,743-20.9% |
Q2 2024Jun 30, 2024 | KEX Kirby Corporation | Sell | -72,367-42.7% |
Q2 2024Jun 30, 2024 | BMY Bristol-Myers Squibb Company | Sell - Position Exit | -135,045-100.0% |
Q1 2024Mar 31, 2024 | NEM Newmont Corporation | Buy | +135,348+94.3% |
Q1 2024Mar 31, 2024 | H8817H100 Transocean | Buy | +33,740+3.5% |
Q1 2024Mar 31, 2024 | RGLD Royal Gold, Inc. | Buy | +28,414+49.4% |
Q1 2024Mar 31, 2024 | BGC BGC Group, Inc. | Buy | +23,553+1.4% |
Q1 2024Mar 31, 2024 | TGNA TEGNA Inc | Buy | +10,652+1.6% |
Q1 2024Mar 31, 2024 | MCHP Microchip Technology Incorporat | Buy | +5,144+4.6% |
Q1 2024Mar 31, 2024 | NMIH NMI Holdings Inc | Buy | +4,805+1.0% |
Q1 2024Mar 31, 2024 | RUSHA Rush Enterprises, Inc. | Buy | +3,526+1.0% |
Q1 2024Mar 31, 2024 | BMY Bristol-Myers Squibb Company | Buy | +3,285+2.5% |
Q1 2024Mar 31, 2024 | EQT EQT Corporation | Buy | +2,876+0.6% |
Q1 2024Mar 31, 2024 | GLD SPDR Gold Trust | Buy | +2,522+13.2% |
Q1 2024Mar 31, 2024 | OXY Occidental Petroleum Corporatio | Buy | +2,264+1.0% |
Q1 2024Mar 31, 2024 | TMHC Taylor Morrison Home Corporatio | Buy | +2,198+1.4% |
Q1 2024Mar 31, 2024 | DOW Dow Inc. | Buy | +2,190+1.0% |