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 2024Mar 31, 2024 | AAPL Apple Inc. | Buy | +2,170+3.6% |
Q1 2024Mar 31, 2024 | MTZ MasTec, Inc. | Buy | +1,981+1.5% |
Q1 2024Mar 31, 2024 | SLB Schlumberger N.V. | Buy | +1,931+0.6% |
Q1 2024Mar 31, 2024 | PHM PulteGroup, Inc. | Buy | +1,296+1.3% |
Q1 2024Mar 31, 2024 | KEX Kirby Corporation | Buy | +1,107+0.7% |
Q1 2024Mar 31, 2024 | MSFT Microsoft Corporation | Buy | +935+3.0% |
Q1 2024Mar 31, 2024 | WAB Westinghouse Air Brake Technolo | Buy | +852+1.4% |
Q1 2024Mar 31, 2024 | BRK-B Berkshire Hathaway Inc. New | Buy | +334+0.9% |
Q1 2024Mar 31, 2024 | URI United Rentals, Inc. | Buy | +289+1.9% |
Q1 2024Mar 31, 2024 | UNH UnitedHealth Group Incorporated | Buy | +286+1.1% |
Q1 2024Mar 31, 2024 | AVGO Broadcom Inc. | Buy | +254+1.6% |
Q1 2024Mar 31, 2024 | MCK McKesson Corporation | Buy | +209+0.5% |
Q4 2023Dec 31, 2023 | TGNA TEGNA Inc | Buy | +246,100+57.0% |
Q4 2023Dec 31, 2023 | NEM Newmont Corporation | Buy - Position Entry | +143,601 |
Q4 2023Dec 31, 2023 | BGC BGC Group, Inc. | Buy | +16,535+1.0% |
Q4 2023Dec 31, 2023 | H8817H100 Transocean | Buy | +16,081+1.7% |
Q4 2023Dec 31, 2023 | NMIH NMI Holdings Inc | Buy | +3,648+0.8% |
Q4 2023Dec 31, 2023 | RUSHA Rush Enterprises, Inc. | Buy | +2,662+0.7% |
Q4 2023Dec 31, 2023 | EQT EQT Corporation | Buy | +2,370+0.5% |
Q4 2023Dec 31, 2023 | BMY Bristol-Myers Squibb Company | Buy | +2,028+1.6% |
Q4 2023Dec 31, 2023 | SLB Schlumberger N.V. | Buy | +1,943+0.6% |
Q4 2023Dec 31, 2023 | DOW Dow Inc. | Buy | +1,874+0.9% |
Q4 2023Dec 31, 2023 | OXY Occidental Petroleum Corporatio | Buy | +1,707+0.7% |
Q4 2023Dec 31, 2023 | TMHC Taylor Morrison Home Corporatio | Buy | +1,595+1.1% |
Q4 2023Dec 31, 2023 | MTZ MasTec, Inc. | Buy | +1,332+1.0% |
Q4 2023Dec 31, 2023 | KEX Kirby Corporation | Buy | +1,299+0.8% |
Q4 2023Dec 31, 2023 | WAB Westinghouse Air Brake Technolo | Buy | +904+1.5% |
Q4 2023Dec 31, 2023 | PHM PulteGroup, Inc. | Buy | +825+0.9% |
Q4 2023Dec 31, 2023 | RGLD Royal Gold, Inc. | Buy | +594+1.0% |
Q4 2023Dec 31, 2023 | GLD SPDR Gold Trust | Buy | +411+2.2% |