Ronald Muhlenkamp's SLB Position Overview
Ronald Muhlenkamp (via Muhlenkamp & Co INC) currently holds 319,738 shares of SLB N.V. (SLB) worth $10.99 M, representing 2.99% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Ronald Muhlenkamp has maintained a long-term strategic position in SLB, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2021, adding 130,966 shares. Largest reduction occurred in Q2 2023, reducing 2,473 shares.
Analysis based on 13F filings available since 2013 Q2
Ronald Muhlenkamp's SLB NV (SLB) Holding Value Over Time
Track share changes against reported price movement
Quarterly SLB NV (SLB) Trades by Ronald Muhlenkamp
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2015 | +59,600 | New Buy | 59,600 | $68.98 |
| Q4 2015 | +205 | Add 0.34% | 59,805 | $69.74 |
| Q1 2016 | +505 | Add 0.84% | 60,310 | $73.75 |
| Q2 2016 | -230 | Reduce 0.38% | 60,080 | $79.08 |
| Q3 2016 | -95 | Reduce 0.16% | 59,985 | $78.64 |
| Q4 2016 | +13,786 | Add 22.98% | 73,771 | $83.95 |
| Q1 2017 | -646 | Reduce 0.88% | 73,125 | $78.10 |
| Q2 2017 | -115 | Reduce 0.16% | 73,010 | $65.84 |
| Q3 2017 | -73,010 | Sold Out | 73,010 | $0.00 |
| Q4 2020 | +179,410 | New Buy | 179,410 | $21.83 |
| Q1 2021 | +130,966 | Add 73.00% | 310,376 | $27.19 |
| Q2 2021 | +525 | Add 0.17% | 310,901 | $32.01 |
| Q3 2021 | -525 | Reduce 0.17% | 310,376 | $29.64 |
| Q4 2021 | -249 | Reduce 0.08% | 310,127 | $29.95 |
| Q1 2022 | +1,170 | Add 0.38% | 311,297 | $41.31 |
| Q2 2022 | -754 | Reduce 0.24% | 310,543 | $35.76 |
| Q3 2022 | +3,959 | Add 1.27% | 314,502 | $35.90 |
| Q4 2022 | -294 | Reduce 0.09% | 314,208 | $53.46 |
| Q2 2023 | +311,736 | Add 0.00% | 311,735 | $49.12 |
| Q3 2023 | -433 | Reduce 0.14% | 311,302 | $58.30 |
| Q4 2023 | +1,943 | Add 0.62% | 313,245 | $52.04 |
| Q1 2024 | +1,931 | Add 0.62% | 315,176 | $54.81 |
| Q2 2024 | -168 | Reduce 0.05% | 315,008 | $47.18 |
| Q3 2024 | +52 | Add 0.02% | 315,060 | $41.95 |
| Q4 2024 | +767 | Add 0.24% | 315,827 | $38.34 |
| Q1 2025 | -10 | Reduce 0.00% | 315,817 | $41.80 |
| Q2 2025 | +3,349 | Add 1.06% | 319,166 | $33.80 |
| Q3 2025 | +572 | Add 0.18% | 319,738 | $34.37 |
Ronald Muhlenkamp's SLB NV Investment FAQs
Ronald Muhlenkamp first purchased SLB N.V. (SLB) in Q3 2015, acquiring 59,600 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 SLB N.V. (SLB) for 41 quarters since Q3 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ronald Muhlenkamp's largest addition to SLB N.V. (SLB) was in Q2 2023, adding 311,735 shares worth $15.31 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 319,738 shares of SLB N.V. (SLB), valued at approximately $10.99 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, SLB N.V. (SLB) represents approximately 2.99% 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 SLB N.V. (SLB) was 319,738 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.