Ronald Muhlenkamp's MCHP Position Overview
Ronald Muhlenkamp (via Muhlenkamp & Co INC) currently holds 201.8K shares of Microchip Technology Incorporated (MCHP) worth $12.96 M, representing 3.52% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Ronald Muhlenkamp has maintained a strategic position in MCHP, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 90.4K shares. Largest reduction occurred in Q1 2022, reducing 54.9K shares.
Analysis based on 13F filings available since 2013 Q2
Ronald Muhlenkamp's Microchip Technology Incorporated (MCHP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Microchip Technology Incorporated (MCHP) Trades by Ronald Muhlenkamp
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2017 | +199,620 | New Buy | 199,620 | $36.89 |
| Q2 2017 | -280 | Reduce 0.14% | 199,340 | $38.59 |
| Q3 2017 | -1,710 | Reduce 0.86% | 197,630 | $44.89 |
| Q4 2017 | -3,334 | Reduce 1.69% | 194,296 | $43.94 |
| Q1 2018 | +3,640 | Add 1.87% | 197,936 | $45.68 |
| Q3 2018 | -1,482 | Reduce 0.75% | 196,454 | $39.45 |
| Q1 2019 | +190,998 | Add 0.00% | 190,996 | $41.48 |
| Q2 2019 | -778 | Reduce 0.41% | 190,218 | $43.35 |
| Q3 2019 | +20 | Add 0.01% | 190,238 | $46.46 |
| Q4 2019 | -108 | Reduce 0.06% | 190,130 | $52.36 |
| Q2 2020 | +189,988 | Add 0.00% | 189,986 | $52.66 |
| Q3 2020 | +768 | Add 0.40% | 190,754 | $51.38 |
| Q4 2020 | -788 | Reduce 0.41% | 189,966 | $69.05 |
| Q1 2021 | -144 | Reduce 0.08% | 189,822 | $72.85 |
| Q2 2021 | +360 | Add 0.19% | 190,182 | $74.87 |
| Q3 2021 | -360 | Reduce 0.19% | 189,822 | $76.75 |
| Q4 2021 | -22,600 | Reduce 11.91% | 167,222 | $87.06 |
| Q1 2022 | -54,947 | Reduce 32.86% | 112,275 | $75.14 |
| Q2 2022 | -402 | Reduce 0.36% | 111,873 | $58.08 |
| Q3 2022 | +263 | Add 0.24% | 112,136 | $61.03 |
| Q4 2022 | -112 | Reduce 0.10% | 112,024 | $70.25 |
| Q2 2023 | +111,745 | Add 0.00% | 111,744 | $89.59 |
| Q3 2023 | -109 | Reduce 0.10% | 111,635 | $78.05 |
| Q1 2024 | +5,144 | Add 4.61% | 116,779 | $89.71 |
| Q2 2024 | +410 | Add 0.35% | 117,189 | $91.50 |
| Q3 2024 | +216 | Add 0.18% | 117,405 | $80.29 |
| Q4 2024 | +487 | Add 0.41% | 117,892 | $57.35 |
| Q1 2025 | -6,832 | Reduce 5.80% | 111,060 | $48.41 |
| Q2 2025 | +90,431 | Add 81.43% | 201,491 | $70.37 |
| Q3 2025 | +262 | Add 0.13% | 201,753 | $64.22 |
Ronald Muhlenkamp's Microchip Technology Incorporated Investment FAQs
Ronald Muhlenkamp first purchased Microchip Technology Incorporated (MCHP) in Q1 2017, acquiring 199,620 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 Microchip Technology Incorporated (MCHP) for 35 quarters since Q1 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ronald Muhlenkamp's largest addition to Microchip Technology Incorporated (MCHP) was in Q1 2017, adding 199,620 shares worth $7.36 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ronald Muhlenkamp's firm, Muhlenkamp & Co INC, owns 201,753 shares of Microchip Technology Incorporated (MCHP), valued at approximately $12.96 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Microchip Technology Incorporated (MCHP) represents approximately 3.52% of Ronald Muhlenkamp's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ronald Muhlenkamp's peak holding in Microchip Technology Incorporated (MCHP) was 201,753 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.