Muhlenkamp & Co as of Sept. 30, 2024
Portfolio Holdings for Muhlenkamp & Co
Muhlenkamp & Co holds 28 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rush Enterprises Cl A (RUSHA) | 6.0 | $20M | 371k | 52.83 | |
| Nmi Hldgs Inc cl a (NMIH) | 5.9 | $19M | 464k | 41.19 | |
| McKesson Corporation (MCK) | 5.8 | $19M | 39k | 494.42 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.4 | $18M | 38k | 460.26 | |
| EQT Corporation (EQT) | 5.1 | $17M | 451k | 36.64 | |
| Bgc Group Cl A (BGC) | 4.9 | $16M | 1.7M | 9.18 | |
| Newmont Mining Corporation (NEM) | 4.6 | $15M | 281k | 53.45 | |
| UnitedHealth (UNH) | 4.5 | $15M | 25k | 584.69 | |
| Apple (AAPL) | 4.5 | $15M | 63k | 233.00 | |
| Pulte (PHM) | 4.3 | $14M | 98k | 143.53 | |
| Microsoft Corporation (MSFT) | 4.2 | $14M | 32k | 430.30 | |
| Schlumberger Com Stk (SLB) | 4.1 | $13M | 315k | 41.95 | |
| MasTec (MTZ) | 4.0 | $13M | 105k | 123.10 | |
| United Rentals (URI) | 3.8 | $12M | 15k | 809.71 | |
| Dow (DOW) | 3.8 | $12M | 225k | 54.63 | |
| Occidental Petroleum Corporation (OXY) | 3.7 | $12M | 237k | 51.54 | |
| Royal Gold (RGLD) | 3.7 | $12M | 87k | 140.30 | |
| Wabtec Corporation (WAB) | 3.5 | $11M | 62k | 181.77 | |
| Tegna (TGNA) | 3.3 | $11M | 690k | 15.78 | |
| Taylor Morrison Hom (TMHC) | 3.3 | $11M | 155k | 70.26 | |
| Microchip Technology (MCHP) | 2.9 | $9.4M | 117k | 80.29 | |
| Kirby Corporation (KEX) | 2.7 | $8.9M | 73k | 122.43 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 2.5 | $8.3M | 175k | 47.13 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $5.3M | 22k | 243.06 | |
| Transocean Registered Shs (RIG) | 1.3 | $4.3M | 1.0M | 4.25 | |
| Enterprise Products Partners (EPD) | 0.2 | $782k | 27k | 29.11 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $506k | 14k | 36.13 | |
| Rush Enterprises CL B (RUSHB) | 0.1 | $456k | 9.5k | 47.95 |
