Ronald Muhlenkamp's NEM Position Overview
Ronald Muhlenkamp (via Muhlenkamp & Co INC) currently holds 231,182 shares of Newmont Corporation (NEM) worth $25.03 M, representing 6.59% of the portfolio. First purchased in 2023-Q4, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Ronald Muhlenkamp has maintained a strategic position in NEM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 135,348 shares. Largest reduction occurred in Q1 2026, reducing 53,299 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -53,299 | Reduce 18.74% | 231,182 | $108.25 |
| Q4 2025 | +538 | Add 0.19% | 284,481 | $99.85 |
| Q3 2025 | +83 | Add 0.03% | 283,943 | $84.31 |
| Q2 2025 | +137 | Add 0.05% | 283,860 | $58.26 |
| Q1 2025 | +1,620 | Add 0.57% | 283,723 | $48.28 |
| Q4 2024 | +801 | Add 0.28% | 282,103 | $37.22 |
| Q3 2024 | +1,751 | Add 0.63% | 281,302 | $53.45 |
| Q2 2024 | +602 | Add 0.22% | 279,551 | $41.87 |
| Q1 2024 | +135,348 | Add 94.25% | 278,949 | $35.84 |
| Q4 2023 | +143,601 | New Buy | 143,601 | $41.39 |
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 10 quarters since Q4 2023.
Ronald Muhlenkamp's largest addition to Newmont Corporation (NEM) was in Q4 2023, adding 143,601 shares worth $5.94 M.
According to the latest 13F filing for Q1 2026, Ronald Muhlenkamp's firm, Muhlenkamp & Co INC, owns 231,182 shares of Newmont Corporation (NEM), valued at approximately $25.03 M.
As of the Q1 2026 filing, Newmont Corporation (NEM) represents approximately 6.59% of Ronald Muhlenkamp's publicly disclosed stock portfolio, making it one of their key holdings.
Ronald Muhlenkamp's peak holding in Newmont Corporation (NEM) was 284,481 shares, as reported at the end of Q4 2025.