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  Enterprise Products Partners L.P. (EPD)
← All EPD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 24,855 0.25 $37.84 $940,513 SEC
2025   Q4 24,855 0.21 $32.06 $796,851 SEC
2025   Q3 24,855 0.21 $31.27 $777,216 SEC
2025   Q2 24,855 0.24 $31.01 $770,754 SEC
2025   Q1 24,855 0.28 Reduce 7.45% 0.02 $31.46–34.53 · VW $33.19i $848,550 SEC
2024   Q4 26,855 0.26 $31.36 $842,173 SEC
2024   Q3 26,855 0.24 Add 8.05% 0.02 $27.37–30.05 · VW $29.03i $781,749 SEC
2024   Q2 24,855 0.22 $28.98 $720,298 SEC
2024   Q1 24,855 0.21 $29.18 $725,269 SEC
2023   Q4 24,855 0.21 $26.35 $654,929 SEC
2023   Q3 24,855 0.23 $27.37 $680,281 SEC
2023   Q2 24,855 0.23 $26.35 $654,929 SEC
Price snapshot:
Current price$38.31
Avg. buy price$26.56
+/- since buy44.26%
52-week low$28.61
52-week high$40.17