Ronald Muhlenkamp's NEM Position Overview
Ronald Muhlenkamp (via Muhlenkamp & Co INC) currently holds 283.9K shares of Newmont Corporation (NEM) worth $23.94 M, representing 6.51% of the portfolio. First purchased in 2023-Q4, this short-term holding has been held for 8 quarters.
Based on 13F filings, Ronald Muhlenkamp has maintained this position in NEM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2024, adding 135.3K shares.
Analysis based on 13F filings available since 2013 Q2
Ronald Muhlenkamp's Newmont Corporation (NEM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Newmont Corporation (NEM) Trades by Ronald Muhlenkamp
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2023 | +143,601 | New Buy | 143,601 | $41.39 |
| Q1 2024 | +135,348 | Add 94.25% | 278,949 | $35.84 |
| Q2 2024 | +602 | Add 0.22% | 279,551 | $41.87 |
| Q3 2024 | +1,751 | Add 0.63% | 281,302 | $53.45 |
| Q4 2024 | +801 | Add 0.28% | 282,103 | $37.22 |
| Q1 2025 | +1,620 | Add 0.57% | 283,723 | $48.28 |
| Q2 2025 | +137 | Add 0.05% | 283,860 | $58.26 |
| Q3 2025 | +83 | Add 0.03% | 283,943 | $84.31 |
Ronald Muhlenkamp's Newmont Corporation Investment FAQs
Ronald Muhlenkamp first purchased Newmont Corporation (NEM) in Q4 2023, acquiring 143,601 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 Newmont Corporation (NEM) for 8 quarters since Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ronald Muhlenkamp's largest addition to Newmont Corporation (NEM) was in Q4 2023, adding 143,601 shares worth $5.94 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 283,943 shares of Newmont Corporation (NEM), valued at approximately $23.94 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Newmont Corporation (NEM) represents approximately 6.51% 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 Newmont Corporation (NEM) was 283,943 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.