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  Microchip Technology Inc. (MCHP)
← All MCHP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 202,985 3.45 $64.61 $13,114,861 SEC
2025   Q4 202,985 3.48 Add 0.61% 0.02 $48.52–69.56 · VW $60.29i $12,934,204 SEC
2025   Q3 201,753 3.52 Add 0.13% <0.01 $60.84–77.20 · VW $66.90i $12,956,589 SEC
2025   Q2 201,491 4.42 Add 81.43% 1.99 $34.13–71.85 · VW $53.06i $14,178,934 SEC
2025   Q1 111,060 1.76 Reduce 5.80% 0.12 $47.44–65.34 · VW $55.60i $5,376,406 SEC
2024   Q4 117,892 2.05 Add 0.41% <0.01 $55.27–80.33 · VW $67.39i $6,761,122 SEC
2024   Q3 117,405 2.89 Add 0.18% <0.01 $71.77–96.98 · VW $82.89i $9,426,428 SEC
2024   Q2 117,189 3.35 Add 0.35% 0.01 $80.90–100.57 · VW $92.43i $10,722,794 SEC
2024   Q1 116,779 3.04 Add 4.61% 0.13 $79.94–94.19 · VW $86.48i $10,476,244 SEC
2023   Q4 111,635 3.29 $90.18 $10,067,244 SEC
2023   Q3 111,635 3.01 Reduce 0.10% <0.01 $75.24–94.30 · VW $85.21i $8,713,112 SEC
2023   Q2 111,744 3.55 $89.59 $10,011,145 SEC
Price snapshot:
Current price$84.23
Avg. buy price$80.76
+/- since buy4.29%
52-week low$47.57
52-week high$105.38