tiprankstipranks

Muhlenkamp & Co Inc - Ronald Muhlenkamp

Muhlenkamp & Co Inc a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
74 Followers
tipranks
Ronald Muhlenkamp

Ronald Muhlenkamp
Muhlenkamp & Co Inc

Hedge Fund Manager
Ranked #259 out of 482 Hedge Fund Managers

Portfolio Gain

+54.25%
Since Jan 2016

Sharpe Ratio

0.68
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$305.71M
Ronald Muhlenkamp manages more assets than 14% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+6.58%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
17.75% Energy
16.56% Technology
12.95% Industrial Goods
12.91% Financial
12.28% Healthcare
12.11% Consumer Cyclical
8.13% Basic Materials
3.57% General
3.36% Communication Services
A breakdown of Muhlenkamp & Co Inc's portfolio by sector

Muhlenkamp & Co Inc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Apple
Reduced
Technology
$182.65
($165.67-$199.62)
-9.87%
-1.71%
11.64M
3.80%
Broadcom
Reduced
Technology
$980.37
($808.91-$1.15K)
+18.64%
-2.04%
17.45M
5.68%
BGC Group
Added
Financial
$6.21
($5.10-$7.32)
+5.98%
+0.98%
12.36M
4.04%
Bristol-Myers Squibb
Added
Healthcare
$53.16
($48.25-$58.06)
+4.99%
+1.56%
6.76M
2.19%
Enterprise Products Partners
Not Changed
Energy
$26.78
($25.61-$27.95)
+12.36%
0.00%
654.93K
0.21%
EQT
Added
Energy
$40.54
($35.84-$45.23)
-6.27%
+0.53%
17.31M
5.64%
Franco-Nevada
Sold Out
Basic Materials
$122.44
($102.29-$142.60)
+6.19%
-100.00%
0.00
0.00%
Kirby
Added
Industrial Goods
$77.86
($72.11-$83.62)
+21.09%
+0.78%
13.20M
4.32%
MasTec
Added
Industrial Goods
$60.60
($44.65-$76.56)
+23.78%
+1.03%
9.92M
3.24%
McKesson
Added
Healthcare
$453.85
($431.35-$476.35)
+16.61%
+0.56%
17.82M
5.82%
See a list of Muhlenkamp & Co Inc's holdings, as reported to the SEC on Dec 31, 2023. 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 54.25%.
    What is Muhlenkamp & Co Inc’s Sharpe Ratio?
    Muhlenkamp & Co Inc’s Sharpe Ratio is 0.68.
      What is Muhlenkamp & Co Inc’s portfolio value?
      Muhlenkamp & Co Inc’s portfolio value is $305.71M.
        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 6.03%.
          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 25.92%.
            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 6.58%.
              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 Dec 31, 2023.
                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 $305.71M.
                    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.