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Ron Muhlenkamp - Muhlenkamp & Company
49 trades  ·  20 closed  ·  29 open  ·  Win rate: 65.3%  ·  Avg return: +35.6%  ·  Median return: +21.1%
Stock Entry
Quarter
Entry
Price
Exit
Quarter
Exit / Current
Price
Return Status Filings
MTZ - MasTec, Inc.
Q2 2023 $117.97 Open $365.10 +209.49% Open History
URI - United Rentals, Inc.
Q3 2023 $444.57 Open $1,065.83 +139.74% Open History
WAB - Westinghouse Air Brake Technologies Corp.
Q2 2023 $109.67 Open $262.02 +138.92% Open History
NEM - Newmont Corp.
Q4 2023 $41.39 Open $94.75 +128.92% Open History
GLD - SPDR Gold Shares
Q2 2023 $178.27 Open $372.15 +108.76% Open History
BGC - BGC Group, Inc.
Q3 2023 $5.28 Open $10.94 +107.20% Open History
MCK - McKesson Corp.
Q2 2023 $427.31 Open $803.37 +88.01% Open History
RUSHA - Rush Enterprises, Inc.
Q2 2023 $40.49 Open $75.86 +87.34% Open History
AVGO - Broadcom Inc.
Q2 2023 $86.74 Q2 2024 $160.55 +85.09% Closed History
AEM - Agnico Eagle Mines Ltd.
Q4 2024 $78.21 Open $144.41 +84.64% Open History
GEV - GE Vernova Inc.
Q3 2025 $614.90 Open $1,066.01 +73.36% Open History
RGLD - Royal Gold, Inc.
Q2 2023 $114.78 Open $193.51 +68.59% Open History
RUSHB - Rush Enterprises, Inc.
Q2 2023 $45.37 Open $75.19 +65.71% Open History
AAPL - Apple Inc.
Q2 2023 $193.97 Open $314.86 +62.32% Open History
NMIH - NMI Holdings, Inc.
Q2 2023 $25.82 Open $41.91 +62.32% Open History
IBIT - iShares Bitcoin Trust ETF
Q2 2024 $34.14 Q4 2024 $53.05 +55.39% Closed History
TMHC - Taylor Morrison Home Corp.
Q2 2023 $48.77 Open $71.94 +47.51% Open History
BRK.B - Berkshire Hathaway CL B
Q2 2023 $341.00 Open $491.09 +44.01% Open History
EPD - Enterprise Products Partners L.P.
Q2 2023 $26.35 Open $37.73 +43.19% Open History
PHM - PulteGroup, Inc.
Q2 2023 $77.68 Q4 2024 $108.90 +40.19% Closed History
KEX - Kirby Corp.
Q2 2023 $76.95 Q4 2024 $105.80 +37.49% Closed History
AMLP - Alerian MLP ETF
Q2 2023 $39.21 Open $53.82 +37.26% Open History
TRV - The Travelers Companies, Inc.
Q1 2025 $264.46 Open $336.83 +27.37% Open History
FRDM - Freedom 100 Emerging Markets ETF
Q1 2026 $54.65 Open $68.05 +24.52% Open History
EQT - EQT Corp.
Q2 2023 $41.13 Open $49.81 +21.10% Open History
LYB - LyondellBasell Industries N.V.
Q3 2025 $49.04 Open $58.55 +19.39% Open History
MSFT - Microsoft Corp.
Q2 2023 $340.54 Open $384.93 +13.04% Open History
TGNA - Tegna Inc
Q2 2023 $16.24 Q4 2024 $18.29 +12.62% Closed History
UNH - UnitedHealth Group Inc.
Q2 2023 $480.64 Q1 2025 $523.74 +8.97% Closed History
GTLS - Chart Inds Inc
Q3 2025 $200.15 Q4 2025 $206.23 +3.04% Closed History
KRE - State Street SPDR S&P Regional Banking ETF
Q2 2023 $40.83 Q3 2023 $41.77 +2.30% Closed History
JD - JD.com, Inc.
Q4 2024 $34.67 Q3 2025 $34.98 +0.89% Closed History
BGCP - Bgc Partners Inc
Q2 2023 $4.43 Q2 2023 $4.43 +0.00% Closed History
CVS - CVS Health Corp.
Q2 2023 $69.13 Q2 2023 $69.13 +0.00% Closed History
FCF - First Commonwealth Financial Corp.
Q3 2025 $17.05 Q3 2025 $17.05 +0.00% Closed History
RCL - Royal Caribbean Cruises Ltd.
Q3 2025 $323.58 Q3 2025 $323.58 +0.00% Closed History
TMO - Thermo Fisher Scientific Inc.
Q3 2023 $506.17 Q3 2023 $506.17 +0.00% Closed History
XOM - ExxonMobil Holdings Corp.
Q2 2023 $107.25 Q2 2023 $107.25 +0.00% Closed History
MCHP - Microchip Technology Inc.
Q2 2023 $89.59 Open $87.11 -2.77% Open History
SLB - Slb N.V.
Q2 2023 $49.12 Open $47.54 -3.22% Open History
ICLR - ICON Public Ltd. Co.
Q3 2025 $175.00 Open $167.97 -4.02% Open History
FNV - Franco-Nevada Corp.
Q2 2023 $142.60 Q3 2023 $133.49 -6.39% Closed History
CE - Celanese Corp.
Q2 2025 $55.33 Open $47.75 -13.70% Open History
XOM - ExxonMobil Holdings Corp.
Q1 2026 $169.66 Open $145.09 -14.48% Open History
BMY - Bristol-Myers Squibb Co.
Q2 2023 $63.95 Q1 2024 $54.23 -15.20% Closed History
EQX - Equinox Gold Corp.
Q3 2025 $11.22 Open $9.50 -15.33% Open History
OXY - Occidental Petroleum Corp.
Q2 2023 $58.80 Q4 2024 $49.41 -15.97% Closed History
DOW - Dow Inc.
Q2 2023 $53.26 Q2 2025 $26.48 -50.28% Closed History
RIG - Transocean Ltd.
Q2 2023 $7.01 Q2 2025 $2.59 -63.05% Closed History
Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.