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  Dow Inc. (DOW)
← All DOW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 1.89 $20.40–30.93 · VW $24.67i SEC
2025   Q2 229,069 1.89 Add 1.69% 0.03 $25.06–32.39 · VW $28.64i $6,065,738 SEC
2025   Q1 225,265 2.57 Reduce 0.05% <0.01 $28.05–42.17 · VW $37.34i $7,866,267 SEC
2024   Q4 225,369 2.75 Add 0.34% <0.01 $38.85–55.13 · VW $44.83i $9,044,054 SEC
2024   Q3 224,599 3.76 Add 0.24% <0.01 $49.52–55.97 · VW $52.88i $12,269,862 SEC
2024   Q2 224,054 3.71 Reduce 0.03% <0.01 $52.25–60.69 · VW $56.78i $11,886,065 SEC
2024   Q1 224,122 3.77 Add 0.99% 0.04 $52.04–58.74 · VW $55.45i $12,983,387 SEC
2023   Q4 221,932 3.98 Add 0.85% 0.03 $47.26–55.90 · VW $51.03i $12,170,751 SEC
2023   Q3 220,058 3.92 Add 0.99% 0.04 $50.08–56.49 · VW $53.76i $11,346,190 SEC
2023   Q2 217,893 4.11 $53.26 $11,604,981 SEC
Price snapshot:
Current price$30.37
52-week low$19.39
52-week high$42.31