Ronald Muhlenkamp
Muhlenkamp & Co Inc
Value
371.8M
Stocks
28 Stocks (0 new)
Turnover
2.36%
CIK
1133219
Top Holdings
NEM(7.64%) AEM(6.90%) EQT(6.50%) MTZ(6.18%) MCK(6.00%)
About Investor
Established investor leading Muhlenkamp & Co Inc, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Ronald Muhlenkamp Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| NEM | - | NEWMONT CORP | Materials | 28.4M | 284.5K | 7.6% | 538 | 0.2% | 136,768.0M |
| AEM | - | AGNICO EAGLE MINES LTD | Materials | 25.6M | 151.3K | 6.9% | -42 | 0.0% | 110,122.8M |
| EQT | - | EQT CORP | Energy | 24.2M | 451.1K | 6.5% | 164 | 0.0% | 36,370.8M |
| MTZ | - | MASTEC INC | Industrials | 23.0M | 105.8K | 6.2% | -26 | 0.0% | 20,898.8M |
| MCK | - | MCKESSON CORP | Health Care | 22.3M | 27.2K | 6.0% | 85 | 0.3% | 116,280.2M |
| RUSHA | - | RUSH ENTERPRISES INC | Consumer Discretionary | 20.3M | 375.5K | 5.4% | 1,468 | 0.4% | 5,738.0M |
| RGLD | - | ROYAL GOLD INC | Materials | 19.5M | 87.9K | 5.3% | 343 | 0.4% | 23,317.5M |
| BRK.B | - | BERKSHIRE HATHAWAY INC DEL | Financials | 19.3M | 38.4K | 5.2% | 31 | 0.1% | 1,076,833.6M |
| NMIH | - | NMI HLDGS INC | Financials | 19.1M | 467.8K | 5.1% | 1,442 | 0.3% | 3,044.0M |
| AAPL | - | APPLE INC | Information Technology | 17.1M | 62.8K | 4.6% | 168 | 0.3% | 3,877,900.6M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
CE
Celanese Corp D...
|
- | $1.4M | 25K | 13.5% | 2.38% | Increased |
|
MSFT
Microsoft Corp
|
- | $245.7K | 658 | 2.0% | 4.29% | Increased |
|
LYB
Lyondellbasell ...
|
- | $113.9K | 2K | 0.9% | 2.16% | Increased |
|
SLB
Slb Limited
|
- | $93.0K | 2K | 0.7% | 3.32% | Increased |
|
RUSHA
Rush Enterprise...
|
- | $77.5K | 1K | 0.4% | 5.45% | Increased |
Recent Sells (13F)
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
JD
Jd.com Inc
|
- | $7.2M | 181K | - | 0.00% | Sold Out |
|
RCL
Royal Caribbean...
|
- | $543.7K | 3K | - | 0.00% | Sold Out |
|
FCF
First Comwlth F...
|
- | $152.7K | 10K | - | 0.00% | Sold Out |
|
AEM
Agnico Eagle Mi...
|
- | $4.5K | 42 | 0.0% | 6.90% | Decreased |
|
MTZ
Mastec Inc
|
- | $3.0K | 26 | 0.0% | 6.18% | Decreased |
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Materials | 20.1% | 26.3% | +6.2% |
| Health Care | 6.2% | 9.6% | +3.4% |
| Consumer Discretionary | 11.3% | 8.1% | -3.2% |
| Financials | 18.1% | 15.1% | -3.0% |
| Energy | 12.7% | 10.0% | -2.6% |
| Information Technology | 13.5% | 12.4% | -1.1% |
| Industrials | 13.4% | 13.9% | +0.5% |
