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
$0.3B
Portfolio Value
Financial Services
Top Sector
8
Sectors
Investment Strategy Insights
- • Ronald Muhlenkamp maintains a diversified portfolio across 8 sectors
- • Top 5 holdings represent 35.0% of the portfolio
- • Largest position: MCKESSON CORP (MCK) at 8.5%
Trends by sector
Investment Adjustments from Previous Filing
Muhlenkamp & Co Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| MCK MCKESSON CORP | 8.50% | $25,970,143 |
| EQT EQT CORP | 7.87% | $24,048,342 |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 6.65% | $20,311,749 |
| RUSHA RUSH ENTERPRISES INC | 6.49% | $19,840,791 |
| NMIH NMI HLDGS INC | 5.46% | $16,690,115 |
| AEM AGNICO EAGLE MINES LTD | 5.36% | $16,397,195 |
| BGC BGC GROUP INC | 5.20% | $15,903,523 |
| RGLD ROYAL GOLD INC | 4.68% | $14,300,614 |
| AAPL APPLE INC | 4.54% | $13,871,030 |
| NEM NEWMONT CORP | 4.48% | $13,698,125 |
| SLB SCHLUMBERGER LTD | 4.32% | $13,201,167 |
| UNH UNITEDHEALTH GROUP INC | 4.29% | $13,117,177 |
| MTZ MASTEC INC | 4.03% | $12,308,145 |
| MSFT MICROSOFT CORP | 3.96% | $12,102,831 |
| WAB WABTEC | 3.70% | $11,311,515 |
| URI UNITED RENTALS INC | 3.15% | $9,630,929 |
| TMHC TAYLOR MORRISON HOME CORP | 3.05% | $9,318,567 |
| AMLP ALPS ETF TR | 3.00% | $9,178,015 |
| JD JD.COM INC | 2.74% | $8,381,560 |
| DOW DOW INC | 2.57% | $7,866,267 |
| GLD SPDR GOLD TR | 2.10% | $6,433,694 |
| MCHP MICROCHIP TECHNOLOGY INC. | 1.76% | $5,376,406 |
| TRV TRAVELERS COMPANIES INC | 0.58% | $1,758,130 |
| EPD ENTERPRISE PRODS PARTNERS L | 0.28% | $848,550 |
| RUSHB RUSH ENTERPRISES INC | 0.18% | $536,997 |