Muhlenkamp & Co as of June 30, 2026
Portfolio Holdings for Muhlenkamp & Co
Muhlenkamp & Co holds 28 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rush Enterprises Cl A (RUSHA) | 7.0 | $24M | 332k | 72.98 | |
| Newmont Mining Corporation (NEM) | 6.3 | $22M | 231k | 93.40 | |
| Agnico (AEM) | 6.2 | $22M | 139k | 155.13 | |
| EQT Corporation (EQT) | 6.2 | $21M | 402k | 53.17 | |
| McKesson Corporation (MCK) | 6.0 | $21M | 27k | 755.60 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.6 | $19M | 39k | 500.39 | |
| Microchip Technology (MCHP) | 5.4 | $19M | 203k | 91.20 | |
| Apple (AAPL) | 5.2 | $18M | 62k | 289.36 | |
| United Rentals (URI) | 5.1 | $18M | 16k | 1132.89 | |
| Royal Gold (RGLD) | 5.1 | $18M | 88k | 199.61 | |
| Wabtec Corporation (WAB) | 4.9 | $17M | 63k | 269.60 | |
| Bgc Group Cl A (BGC) | 4.5 | $16M | 1.4M | 10.69 | |
| Nmi Hldgs Inc cl a (NMIH) | 4.4 | $15M | 369k | 41.09 | |
| SLB Com Stk (SLB) | 4.4 | $15M | 324k | 46.49 | |
| Microsoft Corporation (MSFT) | 3.5 | $12M | 33k | 373.02 | |
| Icon Pub SHS (ICLR) | 3.3 | $12M | 66k | 173.71 | |
| Taylor Morrison Hom (TMHC) | 3.3 | $11M | 159k | 71.74 | |
| Lyondellbasell Industries Nv Shs - A - (LYB) | 2.9 | $9.9M | 188k | 52.65 | |
| Celanese Corporation (CE) | 2.8 | $9.8M | 212k | 46.00 | |
| Spdr Gold Tr Gold Shs (GLD) | 2.4 | $8.1M | 22k | 368.38 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 2.3 | $7.8M | 151k | 51.85 | |
| Equinox Gold Corp equities (EQX) | 1.5 | $5.1M | 522k | 9.72 | |
| Travelers Companies (TRV) | 0.6 | $2.2M | 6.6k | 330.12 | |
| Ge Vernova (GEV) | 0.5 | $1.7M | 1.4k | 1174.86 | |
| Enterprise Products Partners (EPD) | 0.3 | $914k | 25k | 36.76 | |
| Rush Enterprises CL B (RUSHB) | 0.2 | $719k | 9.4k | 76.50 | |
| Ishares Silver Tr Ishares (SLV) | 0.2 | $671k | 13k | 53.47 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $224k | 1.6k | 136.72 |
