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  PulteGroup, Inc. (PHM)
← All PHM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 3.24 $88.07–111.05 · VW $99.05i SEC
2024   Q4 98,071 3.24 Add 0.25% <0.01 $100.54–136.14 · VW $113.32i $10,679,925 SEC
2024   Q3 97,823 4.30 Reduce 0.03% <0.01 $122.08–149.47 · VW $135.61i $14,040,496 SEC
2024   Q2 97,857 3.36 Reduce 0.01% <0.01 $102.75–136.47 · VW $123.62i $10,774,056 SEC
2024   Q1 97,864 3.43 Add 1.34% 0.05 $104.60–122.72 · VW $114.88i $11,804,356 SEC
2023   Q4 96,568 3.26 Add 0.86% 0.03 $88.51–110.75 · VW $102.55i $9,967,749 SEC
2023   Q3 95,743 2.45 Add 75.61% 1.05 $68.80–89.16 · VW $82.13i $7,089,769 SEC
2023   Q2 54,519 1.50 $77.68 $4,235,036 SEC
Price snapshot:
Current price$123.75
52-week low$106.31
52-week high$143.89