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  BGC Group, Inc. (BGC)
← All BGC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,443,941 3.72 Reduce 17.92% 0.76 $8.59–10.01 · VW $9.35i $14,121,743 SEC
2025   Q4 1,759,280 4.23 Add 0.43% 0.02 $8.27–9.57 · VW $8.94i $15,710,370 SEC
2025   Q3 1,751,739 4.50 Add 0.11% <0.01 $9.00–10.96 · VW $9.77i $16,571,449 SEC
2025   Q2 1,749,838 5.59 Add 0.90% 0.05 $7.24–10.41 · VW $9.32i $17,900,839 SEC
2025   Q1 1,734,299 5.20 Reduce 0.03% <0.01 $8.33–10.09 · VW $9.41i $15,903,523 SEC
2024   Q4 1,734,758 4.77 Add 0.16% <0.01 $8.47–11.79 · VW $9.68i $15,716,903 SEC
2024   Q3 1,731,919 4.87 Reduce 0.09% <0.01 $8.09–10.02 · VW $9.26i $15,899,017 SEC
2024   Q2 1,733,468 4.49 Reduce 0.12% <0.01 $7.43–9.06 · VW $8.19i $14,387,784 SEC
2024   Q1 1,735,480 3.92 Add 1.38% 0.05 $6.58–8.70 · VW $7.55i $13,484,680 SEC
2023   Q4 1,711,927 4.04 Add 0.98% 0.04 $5.10–7.32 · VW $6.28i $12,360,113 SEC
2023   Q3 1,695,392 3.09 Buy 3.09 $4.25–5.48 · VW $4.98i $8,951,669 SEC
Price snapshot:
Current price$10.98
Avg. buy price$5.40
+/- since buy103.28%
52-week low$8.22
52-week high$12.89