 | |
Ronald Muhlenkamp13F | |
| Muhlenkamp & Co Inc | |
| Last update 2024-11-12 | 28 Stocks (0 new) |
| Value $326.00 Mil | Turnover 0 % |
| Portfolio Report | |
Ronald Muhlenkamp Investing Philosophy
He is a value guru who believes that over time, stock prices do reflect the values of the underlying businesses. When picking stocks, he looks for companies with solid balance sheets, and a return on equity capital (ROE) of 15% or better. Although his methods change with inflation and interest rates, he currently looks for companies with a P/E ratio lower than the companies' ROE and expected growth rates. He focuses on the long-term "Business of Investing" because he thinks that it is more profitable and more reliable. As a long-term investor, his "normal" position is to be 100% invested in corporate stocks.
Ronald Muhlenkamp Top Holdings of 2024-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RUSHA | Rush Enterprises Inc | 371,437 | 19623.030 | +0.01% | 6.010 | 0% | 0.470 | +8.64% | -0.38% | 4280.542 | Vehicles & Parts | |
NMIH | NMI Holdings Inc | 463,697 | 19099.690 | -0.06% | 5.850 | 0% | 0.590 | -14.22% | -5.17% | 2758.542 | Insurance | |
MCK | McKesson Corp | 38,607 | 19088.130 | -0.08% | 5.850 | -0.01% | 0.030 | +15.04% | +2.08% | 73846.132 | Medical Distribution | |
BRK.B | Berkshire Hathaway Inc | 38,124 | 17547.140 | -0.05% | 5.380 | 0% | 0.000 | -2.70% | -2.34% | 954010.891 | Insurance | |
EQT | EQT Corp | 450,717 | 16514.290 | +0.02% | 5.060 | 0% | 0.080 | +34.37% | +6.27% | 29237.516 | Oil & Gas | |
BGC | BGC Group Inc | 1,731,919 | 15899.020 | -0.09% | 4.870 | 0% | 0.360 | +3.14% | +4.53% | 4544.469 | Capital Markets | |
NEM | Newmont Corp | 281,302 | 15035.580 | +0.63% | 4.610 | +0.03% | 0.020 | -26.34% | +5.05% | 44513.414 | Metals & Mining | |
UNH | UnitedHealth Group Inc | 25,209 | 14739.450 | -0.03% | 4.520 | 0% | 0.000 | -12.55% | +2.93% | 479182.850 | Healthcare Plans | |
AAPL | Apple Inc | 62,914 | 14659.050 | +0.12% | 4.490 | +0.01% | 0.000 | +3.52% | -5.42% | 3580182.678 | Hardware | |
PHM | PulteGroup Inc | 97,823 | 14040.500 | -0.03% | 4.300 | 0% | 0.050 | -22.25% | -1.18% | 22068.893 | Homebuilding & Construction |
Ronald Muhlenkamp's Historical Top Holdings Breakdowns
Ronald Muhlenkamp's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PSQ | ProShares Short QQQ -1x Shares | 2023-06-30 | Sold Out | -5.64% | 52.85 ($58.57) 63.35 | $37.74 | -35.56% | Sold Out | 0 | -904,875 | |
AVGO | Broadcom Inc | 2024-09-30 | Sold Out | -4.07% | 136.27 ($160.32) 178.09 | $224.31 | 39.91% | Sold Out | 0 | -81,290 | |
KRE | SPDR S&P Regional Banking ETF | 2023-06-30 | New Buy | +3.61% | 35.75 ($40.75) 44.18 | $58.31 | 43.09% | New holding | 249,235 | 249,235 | |
KRE | SPDR S&P Regional Banking ETF | 2023-12-31 | Sold Out | -3.59% | 38.57 ($44.72) 53.82 | $58.31 | 30.39% | Sold Out | 0 | -249,235 | |
AVGO | Broadcom Inc | 2024-06-30 | Reduce | -2.99% | 120.47 ($140.14) 182.89 | $224.31 | 60.06% | Reduce -48.83% | 81,290 | -7,756 | |
CVS | CVS Health Corp | 2023-09-30 | Sold Out | -2.71% | 65.17 ($70.86) 76.41 | $48.01 | -32.25% | Sold Out | 0 | -110,695 | |
BGC | BGC Group Inc | 2023-06-30 | New Buy | +2.46% | 3.99 ($4.45) 5.23 | $9.47 | 112.81% | New holding | 1,567,592 | 1,567,592 | |
URI | United Rentals Inc | 2023-09-30 | New Buy | +2.27% | 428.28 ($457.73) 491.17 | $670.94 | 46.58% | New holding | 14,823 | 14,823 | |
FNV | Franco-Nevada Corp | 2023-12-31 | Sold Out | -2.20% | 103.8 ($121.65) 140.89 | $127.03 | 4.42% | Sold Out | 0 | -47,811 | |
RIG | Transocean Ltd | 2023-06-30 | New Buy | +2.13% | 5.65 ($6.18) 7.04 | $4.03 | -34.79% | New holding | 855,992 | 855,992 |
Ronald Muhlenkamp Total Holding History ($B)
Ronald Muhlenkamp's Asset Allocation
Ronald Muhlenkamp Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Ronald Muhlenkamp's Hypothetical Growth since 2024-09-30
Ronald Muhlenkamp's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Ronald Muhlenkamp's Holdings Heat Map
Size field:
Ronald Muhlenkamp's Holdings Bubble Chart
Ronald Muhlenkamp News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers