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  Westinghouse Air Brake Technologies Corp. (WAB)
← All WAB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 63,155 4.16 Reduce 0.23% <0.01 $213.50–266.27 · VW $244.99i $15,783,066 SEC
2025   Q4 63,301 3.63 Add 0.43% 0.02 $186.06–222.47 · VW $205.59i $13,511,598 SEC
2025   Q3 63,030 3.43 Add 0.14% <0.01 $184.26–216.10 · VW $195.86i $12,635,649 SEC
2025   Q2 62,944 4.11 Add 0.91% 0.04 $151.81–210.27 · VW $191.95i $13,177,333 SEC
2025   Q1 62,374 3.70 Reduce 0.18% <0.01 $172.58–210.88 · VW $190.66i $11,311,515 SEC
2024   Q4 62,484 3.60 Add 0.25% <0.01 $179.04–207.51 · VW $192.75i $11,846,312 SEC
2024   Q3 62,327 3.47 Reduce 0.04% <0.01 $147.66–184.11 · VW $165.56i $11,329,137 SEC
2024   Q2 62,353 3.08 Reduce 0.73% 0.02 $143.22–170.83 · VW $161.71i $9,854,892 SEC
2024   Q1 62,814 2.66 Add 1.38% 0.04 $123.76–146.20 · VW $136.86i $9,150,744 SEC
2023   Q4 61,962 2.57 Add 1.48% 0.04 $98.70–127.57 · VW $113.06i $7,862,978 SEC
2023   Q3 61,058 2.24 Add 10.36% 0.21 $105.32–119.70 · VW $112.85i $6,488,633 SEC
2023   Q2 55,327 2.15 $109.67 $6,067,712 SEC
Price snapshot:
Current price$260.86
Avg. buy price$111.75
+/- since buy133.43%
52-week low$183.59
52-week high$284.91