NMIH position history
The shares of Nmi (NMIH) that MUHLENKAMP & CO INC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 330,061 shares, $7.5M, 2.9% of portfolio
- 2021 Q4: 330,870 shares, $7.2M, 2.5% of portfolio, Add +0.2%
- 2022 Q1: 333,281 shares, $6.9M, 2.4% of portfolio, Add +0.7%
- 2022 Q2: 292,528 shares, $4.9M, 2.3% of portfolio, Reduce −12.2%
- 2022 Q3: 293,580 shares, $6M, 2.7% of portfolio, Add +0.4%
- 2022 Q4: 293,384 shares, $6.1M, 2.6% of portfolio, Reduce −0.1%
- 2023 Q2: 455,821 shares, $12M, 4.2% of portfolio, Add +55.4%
- 2023 Q3: 455,885 shares, $12M, 4.3% of portfolio, Add 0.0%
- 2023 Q4: 459,533 shares, $14M, 4.5% of portfolio, Add +0.8%
- 2024 Q1: 464,338 shares, $15M, 4.4% of portfolio, Add +1.0%
- 2024 Q2: 463,995 shares, $16M, 4.9% of portfolio, Reduce −0.1%
- 2024 Q3: 463,697 shares, $19M, 5.9% of portfolio, Reduce −0.1%
- 2024 Q4: 463,893 shares, $17M, 5.2% of portfolio, Add 0.0%
- 2025 Q1: 462,971 shares, $17M, 5.5% of portfolio, Reduce −0.2%
- 2025 Q2: 465,854 shares, $20M, 6.1% of portfolio, Add +0.6%
- 2025 Q3: 466,347 shares, $18M, 4.9% of portfolio, Add +0.1%
- 2025 Q4: 467,789 shares, $19M, 5.1% of portfolio, Add +0.3%
- 2026 Q1: 366,219 shares, $14M, 3.6% of portfolio, Reduce −21.7%
- 2026 Q2: 368,558 shares, $15M, 4.4% of portfolio, Add +0.6%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|