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 |
|---|---|---|---|
Q4 2023Dec 31, 2023 | BRK-B Berkshire Hathaway Inc. New | Buy | +289+0.8% |
Q4 2023Dec 31, 2023 | URI United Rentals, Inc. | Buy | +217+1.5% |
Q4 2023Dec 31, 2023 | MCK McKesson Corporation | Buy | +215+0.6% |
Q4 2023Dec 31, 2023 | UNH UnitedHealth Group Incorporated | Buy | +181+0.7% |
Q4 2023Dec 31, 2023 | MSFT Microsoft Corporation | Sell | -300-1.0% |
Q4 2023Dec 31, 2023 | AVGO Broadcom Inc. | Sell | -325-2.0% |
Q4 2023Dec 31, 2023 | TMO Thermo Fisher Scientific Inc | Sell - Position Exit | -450-100.0% |
Q4 2023Dec 31, 2023 | AAPL Apple Inc. | Sell | -1,050-1.7% |
Q4 2023Dec 31, 2023 | FNV Franco-Nevada Corporation | Sell - Position Exit | -47,811-100.0% |
Q4 2023Dec 31, 2023 | KRE SPDR S&P Regional Banking ETF | Sell - Position Exit | -249,235-100.0% |
Q3 2023Sep 30, 2023 | BGC BGC Group, Inc. | Buy - Position Entry | +1,695,392 |
Q3 2023Sep 30, 2023 | TGNA TEGNA Inc | Buy | +222,103+106.0% |
Q3 2023Sep 30, 2023 | RUSHA Rush Enterprises, Inc. | Buy | +125,320+52.3% |
Q3 2023Sep 30, 2023 | H8817H100 Transocean | Buy | +104,685+12.2% |
Q3 2023Sep 30, 2023 | TMHC Taylor Morrison Home Corporatio | Buy | +65,148+75.9% |
Q3 2023Sep 30, 2023 | PHM PulteGroup, Inc. | Buy | +41,224+75.6% |
Q3 2023Sep 30, 2023 | URI United Rentals, Inc. | Buy - Position Entry | +14,823 |
Q3 2023Sep 30, 2023 | WAB Westinghouse Air Brake Technolo | Buy | +5,731+10.4% |
Q3 2023Sep 30, 2023 | RUSHB Rush Enterprises, Inc. | Buy | +3,166+50.0% |
Q3 2023Sep 30, 2023 | DOW Dow Inc. | Buy | +2,165+1.0% |
Q3 2023Sep 30, 2023 | MTZ MasTec, Inc. | Buy | +1,858+1.5% |
Q3 2023Sep 30, 2023 | AAPL Apple Inc. | Buy | +1,114+1.8% |
Q3 2023Sep 30, 2023 | OXY Occidental Petroleum Corporatio | Buy | +540+0.2% |
Q3 2023Sep 30, 2023 | TMO Thermo Fisher Scientific Inc | Buy - Position Entry | +450 |
Q3 2023Sep 30, 2023 | MSFT Microsoft Corporation | Buy | +336+1.1% |
Q3 2023Sep 30, 2023 | GLD SPDR Gold Trust | Buy | +225+1.2% |
Q3 2023Sep 30, 2023 | BMY Bristol-Myers Squibb Company | Buy | +163+0.1% |
Q3 2023Sep 30, 2023 | NMIH NMI Holdings Inc | Buy | +64+0.0% |
Q3 2023Sep 30, 2023 | RGLD Royal Gold, Inc. | Buy | +32+0.1% |
Q3 2023Sep 30, 2023 | FNV Franco-Nevada Corporation | Buy | +28+0.1% |