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 |
|---|---|---|---|
Q1 2025Mar 31, 2025 | GLD SPDR Gold Trust | Buy | +243+1.1% |
Q1 2025Mar 31, 2025 | MSFT Microsoft Corporation | Buy | +203+0.6% |
Q1 2025Mar 31, 2025 | H8817H100 Transocean | Buy | +37+0.0% |
Q1 2025Mar 31, 2025 | URI United Rentals, Inc. | Sell | -7-0.0% |
Q1 2025Mar 31, 2025 | SLB Schlumberger N.V. | Sell | -10-0.0% |
Q1 2025Mar 31, 2025 | BRK-B Berkshire Hathaway Inc. New | Sell | -34-0.1% |
Q1 2025Mar 31, 2025 | MTZ MasTec, Inc. | Sell | -45-0.0% |
Q1 2025Mar 31, 2025 | MCK McKesson Corporation | Sell | -72-0.2% |
Q1 2025Mar 31, 2025 | TMHC Taylor Morrison Home Corporatio | Sell | -74-0.0% |
Q1 2025Mar 31, 2025 | DOW Dow Inc. | Sell | -104-0.0% |
Q1 2025Mar 31, 2025 | WAB Westinghouse Air Brake Technolo | Sell | -110-0.2% |
Q1 2025Mar 31, 2025 | UNH UnitedHealth Group Incorporated | Sell | -220-0.9% |
Q1 2025Mar 31, 2025 | BGC BGC Group, Inc. | Sell | -459-0.0% |
Q1 2025Mar 31, 2025 | RUSHA Rush Enterprises, Inc. | Sell | -497-0.1% |
Q1 2025Mar 31, 2025 | AAPL Apple Inc. | Sell | -610-1.0% |
Q1 2025Mar 31, 2025 | NMIH NMI Holdings Inc | Sell | -922-0.2% |
Q1 2025Mar 31, 2025 | EQT EQT Corporation | Sell | -1,344-0.3% |
Q1 2025Mar 31, 2025 | EPD Enterprise Products Partners L. | Sell | -2,000-7.4% |
Q1 2025Mar 31, 2025 | MCHP Microchip Technology Incorporat | Sell | -6,832-5.8% |
Q1 2025Mar 31, 2025 | IBIT iShares Bitcoin Trust ETF | Sell - Position Exit | -14,010-100.0% |
Q1 2025Mar 31, 2025 | KEX Kirby Corporation | Sell - Position Exit | -73,011-100.0% |
Q1 2025Mar 31, 2025 | PHM PulteGroup, Inc. | Sell - Position Exit | -98,071-100.0% |
Q1 2025Mar 31, 2025 | OXY Occidental Petroleum Corporatio | Sell - Position Exit | -237,967-100.0% |
Q1 2025Mar 31, 2025 | TGNA TEGNA Inc | Sell - Position Exit | -691,332-100.0% |
Q4 2024Dec 31, 2024 | AEM Agnico Eagle Mines Limited | Buy - Position Entry | +150,532 |
Q4 2024Dec 31, 2024 | JD JD.com, Inc. | Buy - Position Entry | +96,898 |
Q4 2024Dec 31, 2024 | H8817H100 Transocean | Buy | +7,636+0.8% |
Q4 2024Dec 31, 2024 | BGC BGC Group, Inc. | Buy | +2,839+0.2% |
Q4 2024Dec 31, 2024 | TGNA TEGNA Inc | Buy | +1,796+0.3% |
Q4 2024Dec 31, 2024 | NEM Newmont Corporation | Buy | +801+0.3% |