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MUHLENKAMP & CO INC

Position in NMIH — NMI Holdings, Inc.

CIK 1133219 WEXFORD, PA

Position in NMIH

as of Jun 30, 2026 · filed Aug 18, 2026
Position Value
$15,144,048
+$1,407,174 QoQ
Shares Held
368,558
+0.6% QoQ
Ownership
0.490%
of shares outstanding
% of Portfolio
5.03%
of 13F equity value
Holder Rank
#41
of 355 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority Sole 87% Shared 0% None 13%

Common Shares in NMIH Over Time

Shares Held

Position Value (USD)

Position in Insurance - Specialty

Financial Services · as of Jun 30, 2026

MUHLENKAMP & CO INC holds $15,144,048 across 1 Insurance - Specialty name. NMIH ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NMIH
NMI Holdings, Inc.
This page
368,558 $15,144,048

All Filings in NMIH

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24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,144,048 368,558
2026-03-31 $13,736,874 366,219
2025-12-31 $19,081,113 467,789
2025-09-30 $17,879,743 466,347
2025-06-30 $19,654,380 465,854
2025-03-31 $16,690,104 462,971
2024-12-31 $17,052,706 463,893
2024-09-30 $19,099,679 463,697
2024-06-30 $15,794,389 463,995
2024-03-31 $15,016,690 464,338
2023-12-31 $13,638,939 459,533
2023-09-30 $12,349,924 455,885
2023-06-30 $11,769,298 455,821
2022-12-31 $6,131,725 293,384
2022-09-30 $5,980,224 293,580
2022-06-30 $4,870,591 292,528
2022-03-31 $6,872,254 333,281
2021-12-31 $7,229,509 330,870
2021-09-30 $7,462,679 330,061
2021-06-30 $7,432,067 330,608
2021-03-31 $7,802,642 330,061
2020-12-31 $7,456,312 329,197
2020-09-30 $5,813,604 326,607
2020-06-30 $5,186,057 322,516