Muhlenkamp & Co as of Dec. 31, 2024
Portfolio Holdings for Muhlenkamp & Co
Muhlenkamp & Co holds 30 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| McKesson Corporation (MCK) | 6.7 | $22M | 39k | 569.91 | |
| EQT Corporation (EQT) | 6.3 | $21M | 451k | 46.11 | |
| Rush Enterprises Cl A (RUSHA) | 6.2 | $20M | 372k | 54.79 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.3 | $17M | 38k | 453.28 | |
| Nmi Hldgs Inc cl a (NMIH) | 5.2 | $17M | 464k | 36.76 | |
| Apple (AAPL) | 4.8 | $16M | 63k | 250.42 | |
| Bgc Group Cl A (BGC) | 4.8 | $16M | 1.7M | 9.06 | |
| MasTec (MTZ) | 4.4 | $14M | 106k | 136.14 | |
| Microsoft Corporation (MSFT) | 4.1 | $14M | 32k | 421.51 | |
| UnitedHealth (UNH) | 3.9 | $13M | 25k | 505.85 | |
| Tegna (TGNA) | 3.8 | $13M | 691k | 18.29 | |
| Schlumberger Com Stk (SLB) | 3.7 | $12M | 316k | 38.34 | |
| Wabtec Corporation (WAB) | 3.6 | $12M | 63k | 189.59 | |
| Agnico (AEM) | 3.6 | $12M | 151k | 78.21 | |
| Occidental Petroleum Corporation (OXY) | 3.6 | $12M | 238k | 49.41 | |
| Royal Gold (RGLD) | 3.5 | $12M | 87k | 131.85 | |
| United Rentals (URI) | 3.3 | $11M | 15k | 704.42 | |
| Pulte (PHM) | 3.2 | $11M | 98k | 108.90 | |
| Newmont Mining Corporation (NEM) | 3.2 | $11M | 282k | 37.22 | |
| Taylor Morrison Hom (TMHC) | 2.9 | $9.5M | 155k | 61.21 | |
| Dow (DOW) | 2.7 | $9.0M | 225k | 40.13 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 2.6 | $8.4M | 175k | 48.16 | |
| Kirby Corporation (KEX) | 2.3 | $7.7M | 73k | 105.80 | |
| Microchip Technology (MCHP) | 2.1 | $6.8M | 118k | 57.35 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $5.3M | 22k | 242.13 | |
| Transocean Registered Shs (RIG) | 1.2 | $3.8M | 1.0M | 3.75 | |
| Jd.com Spon Ads Cl A (JD) | 1.0 | $3.4M | 97k | 34.67 | |
| Enterprise Products Partners (EPD) | 0.3 | $842k | 27k | 31.36 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $743k | 14k | 53.05 | |
| Rush Enterprises CL B (RUSHB) | 0.2 | $517k | 9.5k | 54.44 |
