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Muhlenkamp & Co Inc - Ronald Muhlenkamp
Muhlenkamp & Co Inc a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
109 Followers
Portfolio Gain
+82.54%
Since Jan 2016
Sharpe Ratio
1.16
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$326.33M
Ronald Muhlenkamp manages more assets than 15% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+9.27%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
16.09% Financial
14.40% Energy
13.97% Industrial Goods
13.77% Consumer Cyclical
12.09% Basic Materials
11.56% Technology
10.37% Healthcare
4.27% General
3.33% Communication Services
A breakdown of Muhlenkamp & Co Inc's portfolio by sector
Muhlenkamp & Co Inc Portfolio Activity
Kirby
Reduced
Industrial Goods
$116.82
($102.73-$130.90)
+6.58%
-24.96%
8.91M
2.73%
MasTec
Added
Industrial Goods
$108.97
($89.96-$127.97)
+16.22%
+0.02%
12.96M
3.97%
SPDR Gold Shares
Added
General
$230.93
($214.49-$247.37)
-0.24%
+1.18%
5.33M
1.63%
BGC Group
Reduced
Financial
$9.05
($8.09-$10.02)
+6.54%
-0.09%
15.90M
4.86%
Taylor Morrison
Reduced
Consumer Cyclical
$62.56
($53.17-$71.95)
+6.46%
-0.03%
10.88M
3.33%
United Rentals
Added
Industrial Goods
$726.12
($626.00-$826.24)
+6.95%
+0.03%
12.42M
3.80%
EQT
Added
Energy
$33.83
($30.02-$37.63)
+26.05%
+0.02%
16.51M
5.04%
Broadcom
Sold Out
Technology
$154.38
($128.50-$180.25)
-4.45%
-100.00%
0.00
0.00%
McKesson
Reduced
Healthcare
$550.96
($464.42-$637.51)
+24.74%
-0.08%
19.09M
5.85%
IShares Bitcoin Trust Registered
Not Changed
General
$33.99
($28.23-$39.74)
+49.52%
0.00%
505.82K
0.16%
See a list of Muhlenkamp & Co Inc's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Muhlenkamp & Co Inc's performance with other Hedge Funds and the S&P 500
Muhlenkamp & Co Inc activity FAQ
What is Muhlenkamp & Co Inc’s portfolio gain since Jun 2013?
Muhlenkamp & Co Inc’s portfolio gain since Jun 2013 was 82.54%.
What is Muhlenkamp & Co Inc’s Sharpe Ratio?
Muhlenkamp & Co Inc’s Sharpe Ratio is 1.16.
What is Muhlenkamp & Co Inc’s portfolio value?
Muhlenkamp & Co Inc’s portfolio value is $326.33M.
What is Muhlenkamp & Co Inc’s average return since the fund’s last 13F filing?
Muhlenkamp & Co Inc’s average return since the fund’s last 13F filing is 5.39%.
What was Muhlenkamp & Co Inc’s average return in the last 12 months?
Muhlenkamp & Co Inc’s average return in the last 12 months was 33.40%.
What was Muhlenkamp & Co Inc’s average return in the last 3 years?
Muhlenkamp & Co Inc’s average return in the last 3 years was 9.27%.
When was the most recent most recent 13F form submitted by Muhlenkamp & Co Inc?
Muhlenkamp & Co Inc's most recent 13F form was submitted on Sep 30, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Ronald Muhlenkamp Net Worth?
Ronald Muhlenkamp is Managing Muhlenkamp & Co Inc which has a net worth of $326.33M.
TipRanks & Hedge Funds: TipRanks measures the performance of Ronald Muhlenkamp and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.