Ronald MuhlenkampMuhlenkamp & 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 BuysCelanese Corporation (CE)
IncreasesMicrochip Technology Incorporat (MCHP), Transocean (H8817H100), BGC Group, Inc. (BGC), Dow Inc. (DOW), Schlumberger N.V. (SLB), and 15 more
ReductionsSPDR Gold Trust (GLD), McKesson Corporation (MCK)
Complete ExitsUnitedHealth 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

DateSymbolTypeQuantity
Q2 2013Jun 30, 2013
MS
Morgan Stanley
Buy - Position Entry
+11,260
Q2 2013Jun 30, 2013
IBM
International Business Machines
Buy - Position Entry
+5,030
Q2 2013Jun 30, 2013
ISRG
Intuitive Surgical, Inc.
Buy - Position Entry
+2,308
Page 49 of 491443 total trades