Ronald Muhlenkamp's Stock Picks (2025 Q2): Full MUHLENKAMP & CO INC Portfolio {year}

Search by Ticker

Activity Type

Ticker	Name	Date	Activity	Shares	Shares Change	Value Change
ETF-AMLP	Alerian MLP ETF	06/30/2025	Add 0.0%	176,712	+8	$390.88
AEM	Agnico Eagle Mines Limited	06/30/2025	Add 0.0%	151,287	+35	$4,162.55
AAPL	Apple Inc.	06/30/2025	Add 0.3%	62,616	+170	$34,878.79
BRK.B	Berkshire Hathaway Inc.	06/30/2025	Add 0.6%	38,351	+213	$103,470.09
BGC	BGC Group, Inc.	06/30/2025	Add 0.9%	1.75 M	+15,539	$158,963.94
CE	Celanese Corporation	06/30/2025	New Buy	151,208	+151,208	$8.37 M
DOW	Dow Inc.	06/30/2025	Add 1.7%	229,069	+3,804	$100,729.77
EQT	EQT Corporation	06/30/2025	Add 0.2%	451,015	+924	$53,887.67
JD	JD.com, Inc.	06/30/2025	Add 0.0%	203,896	+64	$2,088.96
MTZ	MasTec, Inc.	06/30/2025	Add 0.6%	106,084	+625	$106,518.77
MCK	McKesson Corporation	06/30/2025	Reduce -29.8%	27,084	-11,505	$8.43 M
MSFT	Microsoft Corporation	06/30/2025	Add 0.2%	32,311	+70	$34,818.55
MCHP	Microchip Technology Incorporated	06/30/2025	Add 81.4%	201,491	+90,431	$6.36 M
NMIH	NMI Holdings, Inc.	06/30/2025	Add 0.6%	465,854	+2,883	$121,633.84
NEM	Newmont Corporation	06/30/2025	Add 0.1%	283,860	+137	$7,981.61
RGLD	Royal Gold, Inc.	06/30/2025	Add 0.1%	87,526	+66	$11,737.48
RUSHA	Rush Enterprises, Inc.	06/30/2025	Add 0.6%	373,783	+2,302	$118,575.97
ETF-GLD	SPDR Gold Shares	06/30/2025	Reduce -0.1%	22,306	-22	$6,706.37
SLB	SLB N.V.	06/30/2025	Add 1.1%	319,166	+3,349	$113,196.34
TMHC	Taylor Morrison Home Corporation	06/30/2025	Add 1.2%	157,082	+1,876	$115,223.9

Showing 1-20 of 1625 records

Show: per page