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Livermore
Livermore
ZHEN

Muhlenkamp & Co Inc

SEC CIK
0001133219
Latest filing
Aug 17, 2026

NMIH holding history

NMI Holdings, Inc. in every 13F filed by Muhlenkamp & Co Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NMIH overviewAll 13F holders of NMIHFull Q2 2026 holdings

Shares (Q2 2026)
368,558
Value
$15.1M
% of portfolio
4.4%
Quarters held
21
Since Q1 2021
Holdings of NMIH by Muhlenkamp & Co Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026368,558$15.1M4.4%+2,339+0.6%AddedHolders
Q1 2026366,219$13.7M3.6%−101,570−21.7%ReducedHolders
Q4 2025467,789$19.1M5.1%+1,442+0.3%AddedHolders
Q3 2025466,347$17.9M4.9%+493+0.1%AddedHolders
Q2 2025465,854$19.7M6.1%+2,883+0.6%AddedHolders
Q1 2025462,971$16.7M5.5%−922−0.2%ReducedHolders
Q4 2024463,893$17.1M5.2%+1960.0%AddedHolders
Q3 2024463,697$19.1M5.9%−298−0.1%ReducedHolders
Q2 2024463,995$15.8M4.9%−343−0.1%ReducedHolders
Q1 2024464,338$15.0M4.4%+4,805+1.0%AddedHolders
Q4 2023459,533$13.6M4.5%+3,648+0.8%AddedHolders
Q3 2023455,885$12.3M4.3%+640.0%AddedHolders
Q2 2023455,821$11.8M4.2%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 2022293,384$6.13M2.6%−196−0.1%ReducedHolders
Q3 2022293,580$5.98M2.7%+1,052+0.4%AddedHolders
Q2 2022292,528$4.87M2.3%−40,753−12.2%ReducedHolders
Q1 2022333,281$6.87M2.4%+2,411+0.7%AddedHolders
Q4 2021330,870$7.23M2.5%+809+0.2%AddedHolders
Q3 2021330,061$7.46M2.9%−547−0.2%ReducedHolders
Q2 2021330,608$7.43M2.7%+547+0.2%AddedHolders
Q1 2021330,061$7.29M2.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.