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  Occidental Petroleum Corp. (OXY)
← All OXY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 3.57 $34.78–50.47 · VW $42.01i SEC
2024   Q4 237,967 3.57 Add 0.28% 0.01 $45.17–53.20 · VW $49.07i $11,757,951 SEC
2024   Q3 237,302 3.75 Add 0.00% <0.01 $48.42–56.49 · VW $51.83i $12,230,540 SEC
2024   Q2 237,296 4.67 Reduce 0.04% <0.01 $55.04–64.76 · VW $58.93i $14,956,767 SEC
2024   Q1 237,383 4.48 Add 0.96% 0.04 $60.01–71.19 · VW $64.57i $15,427,521 SEC
2023   Q4 235,119 4.59 Add 0.73% 0.03 $55.12–61.94 · VW $59.22i $14,038,955 SEC
2023   Q3 233,412 5.23 Add 0.23% 0.01 $59.01–67.67 · VW $61.94i $15,143,770 SEC
2023   Q2 232,872 4.85 $58.80 $13,692,874 SEC
Price snapshot:
Current price$54.81
52-week low$38.44
52-week high$67.14