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 2017Jun 30, 2017 | AAPL Apple Inc. | Buy | +1,549+1.1% |
Q2 2017Jun 30, 2017 | MS Morgan Stanley | Buy | +1,452+25.0% |
Q2 2017Jun 30, 2017 | TEVA Teva Pharmaceutical Industries | Buy | +1,378+1.3% |
Q2 2017Jun 30, 2017 | MCK McKesson Corporation | Buy | +1,291+1.8% |
Q2 2017Jun 30, 2017 | GLD SPDR Gold Trust | Buy | +1,265+1.5% |
Q2 2017Jun 30, 2017 | UNH UnitedHealth Group Incorporated | Buy | +1,124+1.9% |
Q2 2017Jun 30, 2017 | AB AllianceBernstein Holding L.P. | Buy | +900+8.1% |
Q2 2017Jun 30, 2017 | AXL American Axle & Manufacturing H | Buy | +900+3.9% |
Q2 2017Jun 30, 2017 | BIIB Biogen Inc. | Buy | +741+3.0% |
Q2 2017Jun 30, 2017 | GM General Motors Company | Buy - Position Entry | +665 |
Q2 2017Jun 30, 2017 | CTRA Coterra Energy Inc. | Buy | +510+3.4% |
Q2 2017Jun 30, 2017 | TSLA Tesla, Inc. | Buy - Position Entry | +75 |
Q2 2017Jun 30, 2017 | OLED Universal Display Corporation | Sell | -15,125-26.3% |
Q2 2017Jun 30, 2017 | ALGT Allegiant Travel Company | Sell - Position Exit | -15,372-100.0% |
Q2 2017Jun 30, 2017 | SAVE Spirit Airlines, Inc. | Sell | -88,835-50.0% |
Q1 2017Mar 31, 2017 | CCJ Cameco Corporation | Buy | +299,375+54.3% |
Q1 2017Mar 31, 2017 | MCHP Microchip Technology Incorporat | Buy - Position Entry | +97,715 |
Q1 2017Mar 31, 2017 | HBI Hanesbrands Inc. | Buy | +20,779+4.5% |
Q1 2017Mar 31, 2017 | CTRA Coterra Energy Inc. | Buy - Position Entry | +15,000 |
Q1 2017Mar 31, 2017 | GILD Gilead Sciences, Inc. | Buy | +9,035+4.2% |
Q1 2017Mar 31, 2017 | BIIB Biogen Inc. | Buy | +1,525+6.6% |
Q1 2017Mar 31, 2017 | LYB LyondellBasell | Buy | +300+11.5% |
Q1 2017Mar 31, 2017 | MS Morgan Stanley | Sell | -700-10.8% |
Q1 2017Mar 31, 2017 | AXL American Axle & Manufacturing H | Sell | -900-3.7% |
Q1 2017Mar 31, 2017 | AB AllianceBernstein Holding L.P. | Sell | -900-7.5% |
Q1 2017Mar 31, 2017 | UNH UnitedHealth Group Incorporated | Sell | -1,195-2.0% |
Q1 2017Mar 31, 2017 | G9456A100 Golar LNG | Sell | -1,610-9.2% |
Q1 2017Mar 31, 2017 | MCK McKesson Corporation | Sell | -1,693-2.4% |
Q1 2017Mar 31, 2017 | GLD SPDR Gold Trust | Sell | -2,110-2.5% |
Q1 2017Mar 31, 2017 | BFH Bread Financial Holdings, Inc. | Sell | -2,252-1.9% |