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:
99.34%
Gain +0.63%
Monthly
1.17%
Yearly
14.97%
Drawdown
15.14%
$386.54M
Equity
Holdings
$386.54M
Investment
$165.01M
$1.33B
Profit +$1.65M
Realized
$1.1B
Unrealized
$221.53M
Dividends
$436.58M
Goals
Avg. 100% completed goals
Yearly
Loss < $50M 2026
Yearly
Loss < 15% 2026
Yearly
Gain > 9% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.63%
Profit
$1.65M
Win %
91%
This Week
Compared To Last Week
Gain
1.12%
Profit
$4.27M
Win %
91%
This Month
Compared to last month
Gain
3.34%
Profit
$12.51M
Win %
91%
This Year
Compared to last year
Gain
11.82%
Profit
$40.83M
Win %
92%
EQT EQT Corporation
+3.68%
+$776,328.99 
EPD Enterprise Products Partners L.P.
+2.57%
+$22,742.33 
CE Celanese Corporation
+2.52%
+$248,036.49 
SLB Schlumberger Limited
+2.31%
+$361,123.97 
LYB LyondellBasell Industries N.V.
+2.21%
+$260,269.2 
XOM Exxon Mobil Corporation
+2.16%
+$6,182.82 
RGLD Royal Gold Inc.
+1.62%
+$332,972.64 
NEM Newmont Corporation
+1.53%
+$409,029.3 
TRV The Travelers Companies, Inc.
+1.46%
+$37,177.4 
NMIH NMI Holdings Inc.
+1.32%
+$195,336.48 
AMLP Alerian MLP ETF
+0.96%
+$75,307.5 
BRK-B Berkshire Hathaway Inc.
+0.74%
+$149,938.02 
MCK McKesson Corporation
+0.55%
+$148,522.65 
RUSHA Rush Enterprises Inc.
+0.45%
+$149,549.4 
ICLR ICON plc
-3.81%
-$443,131.16 
MSFT Microsoft Corp.
-2.47%
-$437,231.84 
URI United Rentals, Inc.
-1.08%
-$177,574.46 
SLV iShares Silver Trust
-0.98%
-$6,400.5 
EQX Equinox Gold Corp.
-0.94%
-$54,836.36 
RUSHB Rush Enterprises, Inc.
-0.74%
-$9,051.8 
WAB Wabtec Corporation
-0.49%
-$89,682.15 
GEV GE Vernova Inc.
-0.46%
-$6,089.02 
MCHP Microchip Technology Incorporated
-0.44%
-$67,035.87 
GLD SPDR Gold Shares
-0.37%
-$31,115.66 
BGC BGC Group, Inc.
-0.34%
-$57,882.8 
AEM Agnico Eagle Mines Limited
-0.34%
-$88,653.44 
AAPL Apple Inc.
-0.2%
-$43,487.5 
TMHC Taylor Morrison Home Corporation
-0.03%
-$3,172.5 Events
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Dividends
Dividend Analysis
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| Trades 4651 | Longs Won 2741/4651 58% | Profit Factor 1.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.59M |
| Average Win $989,100.1 | Best Trade (Jun 30) $399.71M | Sharpe Ratio -20.13 |
| Average Loss -$725,245.84 | Worst Trade (Mar 30) -$36.61M | Z-Score -2.36 (100%) |
| Commissions $0 | Avg. Trade Length 2y 6m 3w 6d | Expectancy $285,079.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.03% | 0.23% | 1% | 3.06% | 7.66% | 16.63% | 32.55% | 58.86% |
| Consecutive Losing Trades | 533 | 480 | 426 | 373 | 320 | 267 | 213 | 160 | 107 | 53 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 62,125 | $3.34M | $21.2M | - | $17.86M | 535.15% | -0.205% |
| AEM Agnico Eagle Mines Limited | 138,521 | $10.86M | $25.89M | - | $15.03M | 138.44% | -0.341% |
| AMLP Alerian MLP ETF | 150,615 | $3.96M | $7.89M | - | $3.93M | 99.23% | +0.963% |
| BGC BGC Group, Inc. | 1.45M | $7.87M | $16.73M | - | $8.86M | 112.52% | -0.345% |
| BRK-B Berkshire Hathaway Inc. | 38,495 | $8.33M | $20.39M | - | $12.05M | 144.61% | +0.741% |
| CE Celanese Corporation | 211,997 | $10.97M | $10.09M | - | -$873,925.92 | -7.97% | +2.519% |
| EPD Enterprise Products Partners L.P. | 24,855 | $723,432.63 | $906,834.67 | - | $183,402.04 | 25.35% | +2.572% |
| EQT EQT Corporation | 402,243 | $9.01M | $21.87M | - | $12.87M | 142.82% | +3.68% |
| EQX Equinox Gold Corp. | 522,251 | $5.87M | $5.75M | - | -$122,230.99 | -2.08% | -0.945% |
| GEV GE Vernova Inc. | 1,426 | $876,847 | $1.32M | - | $438,167.42 | 49.97% | -0.461% |
| GLD SPDR Gold Shares | 22,068 | $3.24M | $8.41M | - | $5.17M | 159.57% | -0.368% |
| ICLR ICON plc | 66,337 | $11.61M | $11.17M | - | -$436,952.63 | -3.76% | -3.814% |
| LYB LyondellBasell Industries N.V. | 187,920 | $9.25M | $12.04M | - | $2.79M | 30.13% | +2.21% |
| MCHP Microchip Technology Incorporated | 203,139 | $10.95M | $15.02M | - | $4.06M | 37.11% | -0.444% |
| MCK McKesson Corporation | 27,202 | $4.23M | $27.31M | - | $23.08M | 545.34% | +0.547% |
| MSFT Microsoft Corp. | 32,776 | $2.41M | $17.24M | - | $14.83M | 614.86% | -2.473% |
| NEM Newmont Corporation | 231,090 | $8.88M | $27.17M | - | $18.29M | 205.93% | +1.529% |
| NMIH NMI Holdings Inc. | 368,558 | $7.88M | $14.97M | - | $7.1M | 90.14% | +1.322% |
| RGLD Royal Gold Inc. | 88,088 | $9.97M | $20.86M | - | $10.88M | 109.15% | +1.622% |
| RUSHA Rush Enterprises Inc. | 747,747 | $4.04M | $33.72M | - | $29.69M | 735.49% | +0.445% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Ronald Muhlenkamp?
The largest contributions to the portfolio's profits come from the following stocks: Visteon Corporation - $419.28M, Citigroup Inc - $137.21M, BEAV - $135.46M, Devon Energy Corporation - $93.67M, and SFPI - $80.94M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: CFC - $121.84M, CPNLQ - $55.89M, CD - $42.83M, WAMUQ - $42.58M, and Boeing Company - $32.57M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ronald Muhlenkamp's portfolio generate?
The portfolio generates substantial dividend income, with a total of $436.58M earned over time. The largest contributors to dividend income include Citigroup Inc - $166.03M, American International Group Inc - $65.99M, Altria Group, Inc - $15.59M, General Electric Company - $14.5M, and Alerian MLP ETF - $10.06M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ronald Muhlenkamp's monthly returns?
Ronald Muhlenkamp's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Ronald Muhlenkamp's strategy be considered aggressive or moderate?
Ronald Muhlenkamp's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Ronald Muhlenkamp's strategy?
Ronald Muhlenkamp's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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