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  Newmont Corp. (NEM)
← All NEM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 231,182 6.59 Reduce 18.74% 1.43 $94.34–131.98 · VW $112.04i $25,025,452 SEC
2025   Q4 284,481 7.64 Add 0.19% 0.01 $88.25–134.88 · VW $117.71i $28,405,428 SEC
2025   Q3 283,943 6.51 Add 0.03% <0.01 $73.44–98.58 · VW $87.58i $23,939,250 SEC
2025   Q2 283,860 5.16 Add 0.05% <0.01 $52.08–74.52 · VW $67.00i $16,537,667 SEC
2025   Q1 283,723 4.48 Add 0.57% 0.03 $41.93–57.16 · VW $50.60i $13,698,125 SEC
2024   Q4 282,103 3.19 Add 0.28% <0.01 $36.86–48.23 · VW $42.64i $10,499,889 SEC
2024   Q3 281,302 4.61 Add 0.63% 0.03 $40.48–58.72 · VW $47.05i $15,035,581 SEC
2024   Q2 279,551 3.65 Add 0.22% <0.01 $40.06–53.88 · VW $49.11i $11,704,800 SEC
2024   Q1 278,949 2.90 Add 94.25% 1.41 $30.93–44.59 · VW $39.15i $9,997,532 SEC
2023   Q4 143,601 1.94 Buy 1.94 $29.42–42.81 · VW $34.49i $5,943,645 SEC
Price snapshot:
Current price$93.10
Avg. buy price$38.98
+/- since buy138.82%
52-week low$54.79
52-week high$134.29