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  SLB N.V. (SLB)
← All SLB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 322,171 4.36 Add 0.04% <0.01 $43.55–58.82 · VW $52.31i $16,556,368 SEC
2025   Q4 322,031 3.32 Add 0.72% 0.02 $35.51–52.40 · VW $46.42i $12,359,550 SEC
2025   Q3 319,738 2.99 Add 0.18% <0.01 $31.64–38.08 · VW $35.32i $10,989,405 SEC
2025   Q2 319,166 3.37 Add 1.06% 0.04 $32.15–38.15 · VW $35.71i $10,787,824 SEC
2025   Q1 315,817 4.32 Reduce 0.00% <0.01 $31.11–43.35 · VW $35.84i $13,201,167 SEC
2024   Q4 315,827 3.68 Add 0.24% <0.01 $36.52–44.66 · VW $40.95i $12,108,799 SEC
2024   Q3 315,060 4.05 Add 0.02% <0.01 $38.66–46.16 · VW $42.92i $13,216,747 SEC
2024   Q2 315,008 4.64 Reduce 0.05% <0.01 $42.61–50.94 · VW $45.85i $14,862,077 SEC
2024   Q1 315,176 5.02 Add 0.62% 0.03 $45.41–55.69 · VW $49.00i $17,274,797 SEC
2023   Q4 313,245 5.33 Add 0.62% 0.03 $46.91–54.37 · VW $49.87i $16,301,270 SEC
2023   Q3 311,302 6.26 Reduce 0.14% <0.01 $50.78–62.12 · VW $54.98i $18,148,907 SEC
2023   Q2 311,735 5.43 $49.12 $15,312,423 SEC
Price snapshot:
Current price$47.36
Avg. buy price$48.88
+/- since buy-3.12%
52-week low$31.05
52-week high$58.51