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  Rush Enterprises, Inc. (RUSHA)
← All RUSHA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 331,905 5.78 Reduce 11.61% 0.63 $53.44–75.99 · VW $66.44i $21,942,240 SEC
2025   Q4 375,519 5.45 Add 0.39% 0.02 $45.67–59.83 · VW $51.78i $20,255,495 SEC
2025   Q3 374,051 5.44 Add 0.07% <0.01 $50.41–59.37 · VW $54.90i $20,000,498 SEC
2025   Q2 373,783 6.01 Add 0.62% 0.04 $47.06–56.39 · VW $50.82i $19,253,554 SEC
2025   Q1 371,481 6.49 Reduce 0.13% <0.01 $51.50–65.43 · VW $57.42i $19,840,791 SEC
2024   Q4 371,978 6.19 Add 0.15% <0.01 $49.52–65.15 · VW $58.30i $20,380,701 SEC
2024   Q3 371,437 6.01 Add 0.01% <0.01 $40.99–56.64 · VW $50.81i $19,623,034 SEC
2024   Q2 371,384 4.85 Add 0.04% <0.01 $41.51–53.78 · VW $45.19i $15,549,848 SEC
2024   Q1 371,239 5.77 Add 0.96% 0.05 $42.77–53.72 · VW $47.90i $19,868,711 SEC
2023   Q4 367,713 6.05 Add 0.73% 0.04 $34.68–50.42 · VW $43.89i $18,495,964 SEC
2023   Q3 365,051 5.14 Add 1.52% 0.08 $38.85–46.30 · VW $41.93i $14,905,032 SEC
2023   Q2 359,597 5.16 $40.49 $14,561,261 SEC
Price snapshot:
Current price$75.24
Avg. buy price$40.84
+/- since buy84.22%
52-week low$45.26
52-week high$76.79