Ronald Muhlenkamp's LYB Position Overview
Ronald Muhlenkamp (via Muhlenkamp & Co INC) currently holds 187,159 shares of LyondellBasell Industries N.V. (LYB) worth $15.08 M, representing 3.97% of the portfolio. First purchased in 2016-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Ronald Muhlenkamp has maintained a strategic position in LYB, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 184,075 shares. Largest reduction occurred in Q4 2017, reducing 2,900 shares.
Analysis based on 13F filings available since 2013 Q2
Ronald Muhlenkamp's LyondellBasell Industries NV (LYB) Holding Value Over Time
Track share changes against reported price movement
Quarterly LyondellBasell Industries NV (LYB) Trades by Ronald Muhlenkamp
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1,338 | Add 0.72% | 187,159 | $80.56 |
| Q4 2025 | +1,746 | Add 0.95% | 185,821 | $43.30 |
| Q3 2025 | +184,075 | New Buy | 184,075 | $49.04 |
| Q4 2017 | -2,900 | Sold Out | 0 | $0.00 |
| Q1 2017 | +300 | Add 11.54% | 2,900 | $91.03 |
| Q4 2016 | -400 | Reduce 13.33% | 2,600 | $85.77 |
| Q2 2016 | +3,000 | New Buy | 3,000 | $74.33 |
Ronald Muhlenkamp's LyondellBasell Industries NV Investment FAQs
Ronald Muhlenkamp first purchased LyondellBasell Industries N.V. (LYB) in Q2 2016, acquiring 3,000 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 LyondellBasell Industries N.V. (LYB) for 10 quarters since Q2 2016.
Ronald Muhlenkamp's largest addition to LyondellBasell Industries N.V. (LYB) was in Q3 2025, adding 184,075 shares worth $9.03 M.
According to the latest 13F filing for Q1 2026, Ronald Muhlenkamp's firm, Muhlenkamp & Co INC, owns 187,159 shares of LyondellBasell Industries N.V. (LYB), valued at approximately $15.08 M.
As of the Q1 2026 filing, LyondellBasell Industries N.V. (LYB) represents approximately 3.97% of Ronald Muhlenkamp's publicly disclosed stock portfolio, making it one of their key holdings.
Ronald Muhlenkamp's peak holding in LyondellBasell Industries N.V. (LYB) was 187,159 shares, as reported at the end of Q1 2026.