Ron Muhlenkamp - Muhlenkamp & Company
Holding/activity history for NMI Holdings, Inc. (NMIH)
← All NMIH superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 366,219 | 3.62 | Reduce 21.71% | 1.11 | $35.74–41.91 · VW $38.75i | $13,736,875 | SEC |
| 2025 Q4 | 467,789 | 5.13 | Add 0.31% | 0.02 | $34.84–42.28 · VW $37.94i | $19,081,113 | SEC |
| 2025 Q3 | 466,347 | 4.86 | Add 0.11% | <0.01 | $36.62–43.20 · VW $39.00i | $17,879,755 | SEC |
| 2025 Q2 | 465,854 | 6.13 | Add 0.62% | 0.04 | $31.90–42.48 · VW $37.67i | $19,654,392 | SEC |
| 2025 Q1 | 462,971 | 5.46 | Reduce 0.20% | 0.01 | $34.03–39.39 · VW $36.61i | $16,690,115 | SEC |
| 2024 Q4 | 463,893 | 5.18 | Add 0.04% | <0.01 | $35.91–41.95 · VW $38.78i | $17,052,717 | SEC |
| 2024 Q3 | 463,697 | 5.85 | Reduce 0.06% | <0.01 | $33.63–42.49 · VW $39.46i | $19,099,691 | SEC |
| 2024 Q2 | 463,995 | 4.93 | Reduce 0.07% | <0.01 | $29.05–34.33 · VW $32.09i | $15,794,390 | SEC |
| 2024 Q1 | 464,338 | 4.36 | Add 1.05% | 0.05 | $28.67–32.50 · VW $30.85i | $15,016,691 | SEC |
| 2023 Q4 | 459,533 | 4.46 | Add 0.80% | 0.04 | $25.62–30.39 · VW $27.99i | $13,638,939 | SEC |
| 2023 Q3 | 455,885 | 4.26 | Add 0.01% | <0.01 | $24.83–30.14 · VW $27.73i | $12,349,924 | SEC |
| 2023 Q2 | 455,821 | 4.17 | $25.82 | $11,769,298 | SEC |
Price snapshot:
Current price$41.53
Avg. buy price$26.08
+/- since buy59.23%
52-week low$34.84
52-week high$42.28