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  Berkshire Hathaway CL B (BRK.B)
← All BRK.B superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 38,351 4.84 Reduce 0.16% <0.01 $467.21–512.13 · VW $488.21i $18,377,799 SEC
2025   Q4 38,411 5.19 Add 0.08% <0.01 $473.15–516.85 · VW $496.50i $19,307,289 SEC
2025   Q3 38,380 5.24 Add 0.08% <0.01 $455.19–507.66 · VW $487.69i $19,295,362 SEC
2025   Q2 38,351 5.81 Add 0.56% 0.03 $462.10–542.07 · VW $506.71i $18,629,959 SEC
2025   Q1 38,138 6.65 Reduce 0.09% <0.01 $440.10–537.63 · VW $494.44i $20,311,749 SEC
2024   Q4 38,172 5.25 Add 0.13% <0.01 $437.90–491.67 · VW $463.13i $17,302,785 SEC
2024   Q3 38,124 5.38 Reduce 0.05% <0.01 $403.82–484.82 · VW $449.48i $17,547,136 SEC
2024   Q2 38,142 4.84 Reduce 0.11% <0.01 $395.66–424.52 · VW $408.11i $15,516,166 SEC
2024   Q1 38,183 4.66 Add 0.88% 0.04 $355.94–430.00 · VW $398.72i $16,056,715 SEC
2023   Q4 37,849 4.42 Add 0.77% 0.03 $330.58–364.05 · VW $351.02i $13,499,224 SEC
2023   Q3 37,560 4.54 Reduce 0.23% 0.01 $338.41–373.34 · VW $354.76i $13,157,268 SEC
2023   Q2 37,646 4.55 $341.00 $12,837,286 SEC
Price snapshot:
Current price$496.85
Avg. buy price$343.00
+/- since buy44.85%
52-week low$455.19
52-week high$516.85