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  Royal Gold, Inc. (RGLD)
← All RGLD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 87,892 5.89 Reduce 0.04% <0.01 $213.50–304.70 · VW $247.56i $22,367,635 SEC
2025   Q4 87,928 5.26 Add 0.39% 0.02 $195.25–306.25 · VW $267.10i $19,545,515 SEC
2025   Q3 87,585 4.78 Add 0.07% <0.01 $168.88–209.42 · VW $194.05i $17,567,717 SEC
2025   Q2 87,526 4.86 Add 0.08% <0.01 $150.75–187.62 · VW $172.65i $15,565,676 SEC
2025   Q1 87,460 4.68 Add 0.55% 0.03 $146.88–191.78 · VW $172.26i $14,300,614 SEC
2024   Q4 86,978 3.48 Add 0.26% <0.01 $130.67–155.64 · VW $144.44i $11,468,012 SEC
2024   Q3 86,749 3.73 Add 0.78% 0.03 $133.75–155.10 · VW $145.04i $12,170,932 SEC
2024   Q2 86,080 3.36 Add 0.21% <0.01 $119.72–142.77 · VW $134.22i $10,773,773 SEC
2024   Q1 85,899 3.04 Add 49.43% 1.01 $101.94–134.56 · VW $121.56i $10,463,357 SEC
2023   Q4 57,485 2.27 Add 1.04% 0.02 $100.55–125.33 · VW $109.50i $6,953,386 SEC
2023   Q3 56,891 2.09 Add 0.06% <0.01 $101.82–123.12 · VW $115.58i $6,049,220 SEC
2023   Q2 56,859 2.31 $114.78 $6,526,276 SEC
Price snapshot:
Current price$193.47
Avg. buy price$118.14
+/- since buy63.76%
52-week low$149.46
52-week high$304.97