Skip to content
Disclosery

MUHLENKAMP & CO INC: NMIH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MUHLENKAMP & CO INC on NMIH, newest first. How the timeline and the estimate are built.

MUHLENKAMP & CO INC held 368,558 NMIH shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 368,558 shares
    Change vs previous 13F +2,339 shares

    4.39% of the 13F portfolio, value $15,144,048.

    13F-HR 0001133219-26-000003 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 366,219 shares
    Change vs previous 13F -101,570 shares

    3.62% of the 13F portfolio, value $13,736,875.

    13F-HR 0001133219-26-000002 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 467,789 shares
    Change vs previous 13F +1,442 shares

    5.13% of the 13F portfolio, value $19,081,113.

    13F-HR 0001133219-26-000001 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 466,347 shares
    Change vs previous 13F +493 shares

    4.86% of the 13F portfolio, value $17,879,755.

    13F-HR 0001133219-25-000006 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 465,854 shares
    Change vs previous 13F +2,883 shares

    6.13% of the 13F portfolio, value $19,654,392.

    13F-HR 0001133219-25-000005 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 462,971 shares
    Change vs previous 13F -922 shares

    5.46% of the 13F portfolio, value $16,690,115.

    13F-HR 0001133219-25-000004 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 463,893 shares
    Change vs previous 13F +196 shares

    5.18% of the 13F portfolio, value $17,052,717.

    13F-HR 0001133219-25-000001 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 463,697 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $19,099,691.

    13F-HR 0001133219-24-000004 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).