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  Alerian MLP ETF (AMLP)
← All AMLP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 150,615 2.09 Reduce 14.57% 0.32 $46.66–54.20 · VW $50.99i $7,928,374 SEC
2025   Q4 176,301 2.23 Reduce 0.24% <0.01 $44.64–48.28 · VW $46.82i $8,289,673 SEC
2025   Q3 176,721 2.25 Add 0.01% <0.01 $46.46–50.34 · VW $48.48i $8,293,497 SEC
2025   Q2 176,712 2.69 Add 0.00% <0.01 $43.75–52.58 · VW $48.37i $8,634,160 SEC
2025   Q1 176,704 3.00 Add 0.91% 0.03 $48.22–53.24 · VW $51.29i $9,178,015 SEC
2024   Q4 175,109 2.56 Add 0.00% <0.01 $46.45–51.47 · VW $48.57i $8,433,238 SEC
2024   Q3 175,101 2.53 Add 0.31% <0.01 $44.21–49.44 · VW $47.29i $8,252,512 SEC
2024   Q2 174,555 2.61 $47.98 $8,375,149 SEC
2024   Q1 174,555 2.41 $47.46 $8,284,380 SEC
2023   Q4 174,555 2.43 $42.52 $7,422,079 SEC
2023   Q3 174,555 2.54 $42.20 $7,366,221 SEC
2023   Q2 174,555 2.43 $39.21 $6,844,302 SEC
Price snapshot:
Current price$53.69
Avg. buy price$39.35
+/- since buy36.44%
52-week low$42.02
52-week high$55.22