Ronald Muhlenkamp's BGC Position Overview
Ronald Muhlenkamp (via Muhlenkamp & Co INC) currently holds 1.76 M shares of BGC Group, Inc. (BGC) worth $15.71 M, representing 4.23% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Ronald Muhlenkamp has maintained a strategic position in BGC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 23,553 shares. Largest reduction occurred in Q2 2024, reducing 2,012 shares.
Analysis based on 13F filings available since 2013 Q2
Ronald Muhlenkamp's BGC Group (BGC) Holding Value Over Time
Track share changes against reported price movement
Quarterly BGC Group (BGC) Trades by Ronald Muhlenkamp
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +7,541 | Add 0.43% | 1.76 M | $8.93 |
| Q3 2025 | +1,901 | Add 0.11% | 1.75 M | $9.46 |
| Q2 2025 | +15,539 | Add 0.90% | 1.75 M | $10.23 |
| Q1 2025 | -459 | Reduce 0.03% | 1.73 M | $9.17 |
| Q4 2024 | +2,839 | Add 0.16% | 1.73 M | $9.06 |
| Q3 2024 | -1,549 | Reduce 0.09% | 1.73 M | $9.18 |
| Q2 2024 | -2,012 | Reduce 0.12% | 1.73 M | $8.30 |
| Q1 2024 | +23,553 | Add 1.38% | 1.74 M | $7.77 |
| Q4 2023 | +16,535 | Add 0.98% | 1.71 M | $7.22 |
| Q3 2023 | +1.7 M | New Buy | 1.7 M | $5.28 |
Ronald Muhlenkamp's BGC Group Investment FAQs
Ronald Muhlenkamp first purchased BGC Group, Inc. (BGC) in Q3 2023, acquiring 1,695,392 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ronald Muhlenkamp has held BGC Group, Inc. (BGC) for 10 quarters since Q3 2023.
Ronald Muhlenkamp's largest addition to BGC Group, Inc. (BGC) was in Q3 2023, adding 1,695,392 shares worth $8.95 M.
According to the latest 13F filing for Q4 2025, Ronald Muhlenkamp's firm, Muhlenkamp & Co INC, owns 1,759,280 shares of BGC Group, Inc. (BGC), valued at approximately $15.71 M.
As of the Q4 2025 filing, BGC Group, Inc. (BGC) represents approximately 4.23% of Ronald Muhlenkamp's publicly disclosed stock portfolio, making it one of their key holdings.
Ronald Muhlenkamp's peak holding in BGC Group, Inc. (BGC) was 1,759,280 shares, as reported at the end of Q4 2025.