Ronald Muhlenkamp's WAB Position Overview
Ronald Muhlenkamp (via Muhlenkamp & Co INC) currently holds 63,030 shares of Westinghouse Air Brake Technologies Corporation (WAB) worth $12.64 M, representing 3.43% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Ronald Muhlenkamp has maintained a strategic position in WAB, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 5,731 shares. Largest reduction occurred in Q2 2024, reducing 461 shares.
Analysis based on 13F filings available since 2013 Q2
Ronald Muhlenkamp's Westinghouse Air Brake Technologies Corporation (WAB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Westinghouse Air Brake Technologies Corporation (WAB) Trades by Ronald Muhlenkamp
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2019 | +52,696 | Add 0.00% | 52,695 | $73.73 |
| Q2 2019 | -174 | Reduce 0.33% | 52,521 | $71.76 |
| Q3 2019 | +26 | Add 0.05% | 52,547 | $71.86 |
| Q4 2019 | +20 | Add 0.04% | 52,567 | $77.81 |
| Q2 2020 | +53,295 | Add 0.00% | 53,294 | $57.57 |
| Q3 2020 | +899 | Add 1.69% | 54,193 | $61.87 |
| Q4 2020 | +771 | Add 1.42% | 54,964 | $73.19 |
| Q1 2021 | +312 | Add 0.57% | 55,276 | $88.48 |
| Q2 2021 | +82 | Add 0.15% | 55,358 | $82.30 |
| Q3 2021 | -82 | Reduce 0.15% | 55,276 | $86.20 |
| Q4 2021 | -83 | Reduce 0.15% | 55,193 | $92.11 |
| Q1 2022 | +349 | Add 0.63% | 55,542 | $96.16 |
| Q2 2022 | -167 | Reduce 0.30% | 55,375 | $82.08 |
| Q3 2022 | +91 | Add 0.16% | 55,466 | $81.35 |
| Q4 2022 | -33 | Reduce 0.06% | 55,433 | $99.81 |
| Q2 2023 | +55,328 | Add 0.00% | 55,327 | $109.67 |
| Q3 2023 | +5,731 | Add 10.36% | 61,058 | $106.27 |
| Q4 2023 | +904 | Add 1.48% | 61,962 | $126.90 |
| Q1 2024 | +852 | Add 1.38% | 62,814 | $145.68 |
| Q2 2024 | -461 | Reduce 0.73% | 62,353 | $158.05 |
| Q3 2024 | -26 | Reduce 0.04% | 62,327 | $181.77 |
| Q4 2024 | +157 | Add 0.25% | 62,484 | $189.59 |
| Q1 2025 | -110 | Reduce 0.18% | 62,374 | $181.35 |
| Q2 2025 | +570 | Add 0.91% | 62,944 | $209.35 |
| Q3 2025 | +86 | Add 0.14% | 63,030 | $200.47 |
Ronald Muhlenkamp's Westinghouse Air Brake Technologies Corporation Investment FAQs
Ronald Muhlenkamp first purchased Westinghouse Air Brake Technologies Corporation (WAB) in Q1 2019, acquiring 52,695 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 Westinghouse Air Brake Technologies Corporation (WAB) for 27 quarters since Q1 2019.
Ronald Muhlenkamp's largest addition to Westinghouse Air Brake Technologies Corporation (WAB) was in Q2 2023, adding 55,327 shares worth $6.07 M.
According to the latest 13F filing for Q3 2025, Ronald Muhlenkamp's firm, Muhlenkamp & Co INC, owns 63,030 shares of Westinghouse Air Brake Technologies Corporation (WAB), valued at approximately $12.64 M.
As of the Q3 2025 filing, Westinghouse Air Brake Technologies Corporation (WAB) represents approximately 3.43% of Ronald Muhlenkamp's publicly disclosed stock portfolio, making it one of their key holdings.
Ronald Muhlenkamp's peak holding in Westinghouse Air Brake Technologies Corporation (WAB) was 63,030 shares, as reported at the end of Q3 2025.