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  Broadcom Inc. (AVGO)
← All AVGO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 4.07 $128.50–180.25 · VW $159.58i SEC
2024   Q2 81,290 4.07 Reduce 48.83% 2.99 $119.76–185.16 · VW $144.82i $13,051,353 SEC
2024   Q1 158,850 6.12 Add 1.62% 0.10 $104.15–143.82 · VW $126.08i $21,054,138 SEC
2023   Q4 156,310 5.71 Reduce 2.04% 0.09 $80.89–115.18 · VW $96.95i $17,448,104 SEC
2023   Q3 159,560 4.57 Reduce 0.49% 0.02 $79.51–92.37 · VW $87.28i $13,252,734 SEC
2023   Q2 160,350 4.93 $86.74 $13,909,240 SEC
Price snapshot:
Current price$384.05
52-week low$267.62
52-week high$494.22