Ron Muhlenkamp - Muhlenkamp & Company
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    29
Portfolio value:    $379,789,142
Holdings Activity Buys Sells    History
Holding/activity history for  Agnico Eagle Mines Ltd. (AEM)
← All AEM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 138,588 7.41 Reduce 8.38% 0.58 $175.56–255.24 · VW $206.34i $28,130,592 SEC
2025   Q4 151,269 6.90 Reduce 0.03% <0.01 $155.75–225.00 · VW $190.42i $25,644,634 SEC
2025   Q3 151,311 6.93 Add 0.02% <0.01 $123.94–187.50 · VW $157.42i $25,504,981 SEC
2025   Q2 151,287 5.61 Add 0.02% <0.01 $103.38–129.77 · VW $119.17i $17,992,546 SEC
2025   Q1 151,252 5.36 Add 0.48% 0.03 $92.11–126.76 · VW $112.15i $16,397,195 SEC
2024   Q4 150,532 3.57 Buy 3.57 $75.17–95.38 · VW $87.83i $11,773,092 SEC
Price snapshot:
Current price$143.51
Avg. buy price$78.38
+/- since buy83.10%
52-week low$115.75
52-week high$254.61