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  ICON Public Ltd. Co. (ICLR)
← All ICLR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 66,005 1.92 Reduce 10.64% 0.39 $66.57–203.91 · VW $127.24i $7,304,113 SEC
2025   Q4 73,865 3.62 Add 0.54% 0.02 $154.12–198.30 · VW $178.32i $13,459,680 SEC
2025   Q3 73,467 3.49 Buy 3.49 $139.15–211.00 · VW $172.70i $12,856,725 SEC
Price snapshot:
Current price$166.10
Avg. buy price$175.04
+/- since buy-5.11%
52-week low$66.57
52-week high$211.00