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  Kirby Corp. (KEX)
← All KEX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 2.34 $83.94–112.67 · VW $102.42i SEC
2024   Q4 73,011 2.34 Add 0.36% <0.01 $99.88–126.97 · VW $110.36i $7,724,604 SEC
2024   Q3 72,747 2.73 Reduce 24.96% 0.90 $110.95–132.21 · VW $123.22i $8,906,462 SEC
2024   Q2 96,947 3.62 Reduce 42.74% 2.00 $102.74–130.90 · VW $117.85i $11,607,464 SEC
2024   Q1 169,314 4.69 Add 0.66% 0.03 $86.02–124.21 · VW $111.47i $16,139,010 SEC
2023   Q4 168,207 4.32 Add 0.78% 0.03 $72.11–88.70 · VW $82.84i $13,200,885 SEC
2023   Q3 166,908 4.77 Reduce 0.18% <0.01 $73.32–87.52 · VW $79.20i $13,819,982 SEC
2023   Q2 167,205 4.56 $76.95 $12,866,425 SEC
Price snapshot:
Current price$142.76
52-week low$79.52
52-week high$157.69