Ron Muhlenkamp - Muhlenkamp & Company, Inc.

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 Thermo Fisher Scientific Inc. (TMO)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2023 Q4	0	0.00	Sell 100.00%	0.08	$487.06–575.00 · VW $544.08i		SEC
2023 Q3	450	0.08	Buy	0.08	$415.60–565.86 · VW $492.41i	$227,777	SEC

Price snapshot:

Current price$528.51

52-week low$401.89

52-week high$642.71