Ronald Muhlenkamp - Muhlenkamp & Co Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 13, 2025 | |
| Total Stocks | 26 | |
| Portfolio Value | $305.65M |
Portfolio Overview
Comprehensive analysis of Ronald Muhlenkamp's investment portfolio
25
Total Holdings
$305.6M
Portfolio Value
Mar 31, 2025
Latest Filing
8.5%
Largest Position
Top Holdings
1
MCK
MCKESSON CORP
$26.0M
8.5%
↓-0.0%
2
EQT
EQT CORP
$24.0M
7.9%
↓-0.0%
3
BRK-B
BERKSHIRE HATHAWAY INC DEL
$20.3M
6.6%
↓-0.0%
4
RUSHA
RUSH ENTERPRISES INC
$19.8M
6.5%
↓-0.0%
5
NMIH
NMI HLDGS INC
$16.7M
5.5%
↓-0.0%
Recent Activity
TRV
The Travelers Companies, Inc.
-6,648
Jun 30, 2025
RUSHB
Rush Enterprises, Inc.
-9,501
Jun 30, 2025
URI
United Rentals, Inc.
-15,368
Jun 30, 2025