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 2025Jun 30, 2025 | CE Celanese Corporation | Buy - Position Entry | +151,208 |
Q2 2025Jun 30, 2025 | MCHP Microchip Technology Incorporat | Buy | +90,431+81.4% |
Q2 2025Jun 30, 2025 | H8817H100 Transocean | Buy | +34,122+3.3% |
Q2 2025Jun 30, 2025 | BGC BGC Group, Inc. | Buy | +15,539+0.9% |
Q2 2025Jun 30, 2025 | DOW Dow Inc. | Buy | +3,804+1.7% |
Q2 2025Jun 30, 2025 | SLB Schlumberger N.V. | Buy | +3,349+1.1% |
Q2 2025Jun 30, 2025 | NMIH NMI Holdings Inc | Buy | +2,883+0.6% |
Q2 2025Jun 30, 2025 | RUSHA Rush Enterprises, Inc. | Buy | +2,302+0.6% |
Q2 2025Jun 30, 2025 | TMHC Taylor Morrison Home Corporatio | Buy | +1,876+1.2% |
Q2 2025Jun 30, 2025 | EQT EQT Corporation | Buy | +924+0.2% |
Q2 2025Jun 30, 2025 | MTZ MasTec, Inc. | Buy | +625+0.6% |
Q2 2025Jun 30, 2025 | WAB Westinghouse Air Brake Technolo | Buy | +570+0.9% |
Q2 2025Jun 30, 2025 | BRK-B Berkshire Hathaway Inc. New | Buy | +213+0.6% |
Q2 2025Jun 30, 2025 | AAPL Apple Inc. | Buy | +170+0.3% |
Q2 2025Jun 30, 2025 | URI United Rentals, Inc. | Buy | +159+1.0% |
Q2 2025Jun 30, 2025 | NEM Newmont Corporation | Buy | +137+0.0% |
Q2 2025Jun 30, 2025 | MSFT Microsoft Corporation | Buy | +70+0.2% |
Q2 2025Jun 30, 2025 | RGLD Royal Gold, Inc. | Buy | +66+0.1% |
Q2 2025Jun 30, 2025 | JD JD.com, Inc. | Buy | +64+0.0% |
Q2 2025Jun 30, 2025 | AEM Agnico Eagle Mines Limited | Buy | +35+0.0% |
Q2 2025Jun 30, 2025 | AMLP Alerian MLP ETF | Buy | +8+0.0% |
Q2 2025Jun 30, 2025 | GLD SPDR Gold Trust | Sell | -22-0.1% |
Q2 2025Jun 30, 2025 | MCK McKesson Corporation | Sell | -11,505-29.8% |
Q2 2025Jun 30, 2025 | UNH UnitedHealth Group Incorporated | Sell - Position Exit | -25,045-100.0% |
Q1 2025Mar 31, 2025 | JD JD.com, Inc. | Buy | +106,934+110.4% |
Q1 2025Mar 31, 2025 | TRV The Travelers Companies, Inc. | Buy - Position Entry | +6,648 |
Q1 2025Mar 31, 2025 | NEM Newmont Corporation | Buy | +1,620+0.6% |
Q1 2025Mar 31, 2025 | AMLP Alerian MLP ETF | Buy | +1,595+0.9% |
Q1 2025Mar 31, 2025 | AEM Agnico Eagle Mines Limited | Buy | +720+0.5% |
Q1 2025Mar 31, 2025 | RGLD Royal Gold, Inc. | Buy | +482+0.6% |