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  GE Vernova Inc. (GEV)
← All GEV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,426 0.33 $872.90 $1,244,755 SEC
2025   Q4 1,426 0.25 $653.57 $931,991 SEC
2025   Q3 1,426 0.24 Buy 0.24 $511.50–677.29 · VW $609.08i $876,847 SEC
Price snapshot:
Current price$1,042.60
Avg. buy price$614.90
+/- since buy69.56%
52-week low$529.18
52-week high$1,195.94