Founder of Muhlenkamp & Company. The official firm biography identifies Jeff Muhlenkamp as portfolio manager and Tony Muhlenkamp as president; the institution’s filings are not Ronald’s personal account.
These are disclosures by an associated institution. The person’s name provides context; it does not establish current management, personal ownership or who made the trade.
Split adjustments and security identity require review before comparison.
| ASSET / SECURITY | REPORTED QUANTITY | REPORTED VALUE / USD | WEIGHT | QUARTERLY ACTIVITY | RECORD TYPE / OWNER | SOURCE |
|---|---|---|---|---|---|---|
| 781846209RUSH ENTERPRISES INC | 332,332shares | $24,255,251Reported market value$72.98 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 651639106NEWMONT CORP | 231,090shares | $21,583,806Reported market value$93.4 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 008474108AGNICO EAGLE MINES LTD | 138,521shares | $21,488,763Reported market value$155.13 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 26884L109EQT CORP | 402,243shares | $21,387,260Reported market value$53.17 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 58155Q103MCKESSON CORP | 27,202shares | $20,553,831Reported market value$755.6 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 084670702BERKSHIRE HATHAWAY INC DEL | 38,495shares | $19,262,513Reported market value$500.39 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 595017104MICROCHIP TECHNOLOGY INC. | 203,139shares | $18,526,277Reported market value$91.2 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 037833100APPLE INC | 62,125shares | $17,976,490Reported market value$289.36 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 911363109UNITED RENTALS INC | 15,673shares | $17,755,785Reported market value$1,132.89 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 780287108ROYAL GOLD INC | 88,088shares | $17,583,246Reported market value$199.61 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 929740108WABTEC | 63,156shares | $17,026,858Reported market value$269.6 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 088929104BGC GROUP INC | 1,447,070shares | $15,469,178Reported market value$10.69 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 629209305NMI HLDGS INC | 368,558shares | $15,144,048Reported market value$41.09 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 806857108SLB LIMITED | 323,878shares | $15,057,088Reported market value$46.49 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 594918104MICROSOFT CORP | 32,776shares | $12,226,206Reported market value$373.02 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G4705A100ICON PUB LTD CO | 66,337shares | $11,523,400Reported market value$173.71 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 87724P106TAYLOR MORRISON HOME CORP | 158,625shares | $11,379,758Reported market value$71.74 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| N53745100LYONDELLBASELL INDUSTRIES NV | 187,920shares | $9,893,988Reported market value$52.65 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 150870103CELANESE CORP DEL | 211,997shares | $9,751,862Reported market value$46 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 78463V107SPDR GOLD TR | 22,068shares | $8,129,410Reported market value$368.38 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 00162Q452ALPS ETF TR | 150,615shares | $7,809,388Reported market value$51.85 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 29446Y502EQUINOX GOLD CORP | 522,251shares | $5,076,280Reported market value$9.72 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 89417E109TRAVELERS COMPANIES INC | 6,627shares | $2,187,705Reported market value$330.12 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 36828A101GE VERNOVA INC | 1,426shares | $1,675,350Reported market value$1,174.86 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 293792107ENTERPRISE PRODS PARTNERS L | 24,855shares | $913,670Reported market value$36.76 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 781846308RUSH ENTERPRISES INC | 9,393shares | $718,565Reported market value$76.5 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 46428Q109ISHARES SILVER TR | 12,550shares | $671,049Reported market value$53.47 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 30231G102EXXON MOBIL CORP | 1,640shares | $224,221Reported market value$136.72 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
Figures retain their source’s meaning. Unknown is not zero. Dates, share classes and option exposures may differ; source-table coverage is not a complete personal portfolio.
U.S. SEC EDGAR · Published 18 Aug 2026 · Collected 22 Oct 2026
Original SEC XML preserved; complete original rows retained; independent cover/row assessment and manager attribution preserved · Original document retrieved
U.S. SEC EDGAR · Published 06 May 2026 · Collected 22 Oct 2026
Original SEC XML preserved; complete original rows retained; independent cover/row assessment and manager attribution preserved · Original document retrieved
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