Ronald Muhlenkamp Portfolio
Invests via Muhlenkamp & Co Inc. | Managed by Jeffrey P. Muhlenkamp
Invests via Muhlenkamp & Co Inc.
Managed by Jeffrey P. Muhlenkamp
Automatically Tracked
Ronald Muhlenkamp Profile
With a career built around deep-value equity investing, Ronald Muhlenkamp founded and led a boutique investment firm managing concentrated, long-only U.S. equity portfolios that blend fundamental analysis with contrarian position sizing. He is associated with small- to large-cap stock selection, active share management and public letter-driven client communication. Market observers cite a disciplined, cash-aware approach to downside protection and cyclical stock selection across industrials and consumer sectors.
With a career built around deep-value equity investing, Ronald Muhlenkamp founded and led a boutique investment firm managing concentrated, long-only U.S. equity portfolios that blend fundamental analysis with contrarian position sizing. He is associated with small- to large-cap stock selection, active share management and public letter-driven client communication. Market observers cite a disciplined, cash-aware approach to downside protection and cyclical stock selection across industrials and consumer sectors.
Investment Philosophy & Strategy
Long-term, deep-value equity investor focused on concentrated, long-only U.S. portfolios that prioritize valuation, margin of safety and intensive fundamental research. Favours contrarian positions across small- to large-cap industrial and consumer names, managing active share and position sizing to balance upside conviction with cash-aware downside protection. Capital allocation emphasizes cyclically-aware entry points, disciplined sell rules, low portfolio turnover and transparent, client-facing communication.
Long-term, deep-value equity investor focused on concentrated, long-only U.S. portfolios that prioritize valuation, margin of safety and intensive fundamental research. Favours contrarian positions across small- to large-cap industrial and consumer names, managing active share and position sizing to balance upside conviction with cash-aware downside protection. Capital allocation emphasizes cyclically-aware entry points, disciplined sell rules, low portfolio turnover and transparent, client-facing communication.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-9.13%
Gain
Monthly
0.96%
Yearly
12.08%
Drawdown
52.04%
$375.92M
Equity
Holdings
$375.92M
Investment
$178.8M
$1.31B
Profit -$702,433.55
Realized
$1.11B
Unrealized
$197.12M
Dividends
$437.82M
Goals
Avg. 69.25% completed goals
Yearly
Loss < $50M 2026
Yearly
Loss < 15% 2026
Yearly
Gain > 9% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$702,433.55
Win %
88%
This Week
Compared To Last Week
Gain
-0.83%
Profit
-$3.16M
Win %
88%
This Month
Compared to last month
Gain
-0.23%
Profit
-$865,767.37
Win %
88%
This Year
Compared to last year
Gain
-1.14%
Profit
-$4.34M
Win %
89%
AAPL Apple Inc.
+3.84%
+$756,026.14 
MSFT Microsoft Corp.
+3.39%
+$429,788.65 
BGC BGC Group, Inc.
+1.97%
+$310,447.32 
RUSHA Rush Enterprises Inc.
+1.05%
+$263,864.47 
MCK McKesson Corporation
+0.85%
+$186,107.65 
RUSHB Rush Enterprises, Inc.
+0.47%
+$3,308.9 
ICLR ICON plc
+0.38%
+$42,243.2 
EPD Enterprise Products Partners L.P.
+0.19%
+$1,739.85 
TMHC Taylor Morrison Home Corporation
+0.01%
+$1,586.06 
GEV GE Vernova Inc.
-5.86%
-$89,053.7 
MTZ MasTec, Inc. Common Stock
-4.41%
-$690,023.52 
MCHP Microchip Technology Incorporated
-3.53%
-$623,671.41 
AEM Agnico Eagle Mines Limited
-2.73%
-$546,036.72 
URI United Rentals, Inc.
-2.42%
-$403,025.49 
FRDM Freedom 100 Emerging Markets ETF
-2.28%
-$367,078.75 
WAB Wabtec Corporation
-1.93%
-$319,564.3 
EQX Equinox Gold Corp.
-1.9%
-$93,511.34 
TRV The Travelers Companies, Inc.
-1.63%
-$36,315.96 
LYB LyondellBasell Industries N.V.
-1.49%
-$163,764.12 
XOM Exxon Mobil Corporation
-1.41%
-$3,345.6 
CE Celanese Corporation
-1.38%
-$139,128 
SLB Schlumberger Limited
-1.35%
-$206,189.44 
EQT EQT Corporation
-1.29%
-$258,801.09 
NEM Newmont Corporation
-0.89%
-$195,348.79 
RGLD Royal Gold Inc.
-0.82%
-$140,029.53 
AMLP Alerian MLP ETF
-0.62%
-$50,456.03 
NMIH NMI Holdings Inc.
-0.45%
-$69,361.88 
GLD SPDR Gold Shares
-0.4%
-$32,903.67 
BRK-B Berkshire Hathaway Inc.
-0.2%
-$37,200.47 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 4628 | Longs Won 2691/4628 58% | Profit Factor 1.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.6M |
| Average Win $992,227.41 | Best Trade (Jun 30) $399.71M | Sharpe Ratio -21.04 |
| Average Loss -$702,998.85 | Worst Trade (Mar 30) -$36.61M | Z-Score -4.56 (100%) |
| Commissions $0 | Avg. Trade Length 2y 6m 3w 2d | Expectancy $282,708.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.04% | 0.29% | 1.19% | 3.49% | 8.44% | 17.8% | 33.96% | 60.06% |
| Consecutive Losing Trades | 535 | 481 | 428 | 374 | 321 | 267 | 214 | 160 | 107 | 53 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
