Manager
MUHLENKAMP & CO INC
All 13F filings
AUM over time
13F holdings value ($ millions)
showing latest · scroll left for older quarters
- AGNICO EAGLE MINES LTD 7.4%
- EQT CORP 6.7%
- NEWMONT CORP - NEM 6.6%
- MCKESSON CORP - MCK 6.2%
- ROYAL GOLD INC 5.9%
- RUSH ENTERPRISES INC 5.8%
- BERKSHIRE HATHAWAY INC DEL - BRK.B 4.8%
- SLB LIMITED - SLB 4.4%
- APPLE INC - AAPL 4.2%
- WABTEC 4.1%
- LYONDELLBASELL INDUSTRIES NV - LYB 4.0%
- BGC GROUP INC 3.7%
- Other 36.2%
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/6/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| New | EA SERIES TRUST | +236,825 | +3.41 pp |
| Reduce | MASTEC INC | -62,928 | -2.55 pp |
| Add | LYONDELLBASELL INDUSTRIES NV | +1,338 | +1.81 pp |
| Reduce | ICON PLC | -7,860 | -1.70 pp |
| Reduce | NMI HLDGS INC | -101,570 | -1.51 pp |
| Add | CELANESE CORP DEL | +1,397 | +1.27 pp |
| Add | SLB LIMITED | +140 | +1.04 pp |
| Reduce | MICROSOFT CORP | -68 | -1.08 pp |
| Reduce | NEWMONT CORP | -53,299 | -1.05 pp |
| Reduce | ROYAL GOLD INC | -36 | +0.63 pp |
| Reduce | AGNICO EAGLE MINES LTD | -12,681 | +0.51 pp |
| Reduce | WABTEC | -146 | +0.52 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000113321926000002 | Q1 2026 | 29 | 379,789,142 | 13F-HR | 5/6/2026 | MUHLENKAMP & CO INC |
| 000113321926000001 | Q4 2025 | 28 | 371,820,349 | 13F-HR | 2/4/2026 | MUHLENKAMP & CO INC |
| 000113321925000006 | Q3 2025 | 31 | 367,897,054 | 13F-HR | 11/7/2025 | MUHLENKAMP & CO INC |
| 000113321925000005 | Q2 2025 | 26 | 320,484,105 | 13F-HR | 7/24/2025 | MUHLENKAMP & CO INC |
| 000113321925000004 | Q1 2025 | 26 | 305,649,678 | 13F-HR | 5/13/2025 | MUHLENKAMP & CO INC |
| 000113321925000001 | Q4 2024 | 30 | 329,469,156 | 13F-HR | 2/13/2025 | MUHLENKAMP & CO INC |
| 000113321924000004 | Q3 2024 | 28 | 326,335,437 | 13F-HR | 11/12/2024 | MUHLENKAMP & CO INC |
| 000113321924000003 | Q2 2024 | 29 | 320,433,246 | 13F-HR | 7/17/2024 | MUHLENKAMP & CO INC |
| 000113321924000002 | Q1 2024 | 29 | 344,279,219 | 13F-HR | 4/23/2024 | MUHLENKAMP & CO INC |
| 000113321924000001 | Q4 2023 | 29 | 305,708,761 | 13F-HR | 1/8/2024 | MUHLENKAMP & CO INC |
| 000113321923000005 | Q3 2023 | 31 | 289,753,469 | 13F-HR | 12/6/2023 | MUHLENKAMP & CO INC |
| 000113321923000004 | Q2 2023 | 31 | 282,191,357 | 13F-HR | 7/14/2023 | MUHLENKAMP & CO INC |
| 000113321923000003 | Q4 2022 | 27 | 236,039,595 | 13F-HR | 1/31/2023 | MUHLENKAMP & CO INC |
| 000113321922000004 | Q3 2022 | 27 | 223,961 | 13F-HR | 11/1/2022 | MUHLENKAMP & CO INC |
| 000113321922000003 | Q2 2022 | 28 | 213,553 | 13F-HR | 7/18/2022 | MUHLENKAMP & CO INC |
| 000113321922000002 | Q1 2022 | 36 | 287,147 | 13F-HR | 4/1/2022 | MUHLENKAMP & CO INC |
| 000113321922000001 | Q4 2021 | 35 | 286,940 | 13F-HR | 3/29/2022 | MUHLENKAMP & CO INC |
| 000113321921000007 | Q3 2021 | 32 | 260,440 | 13F-HR | 12/10/2021 | MUHLENKAMP & CO INC |
| 000113321921000006 | Q2 2021 | 33 | 272,608 | 13F-HR | 8/18/2021 | MUHLENKAMP & CO INC |
| 000113321921000005 | Q1 2021 | 33 | 270,348 | 13F-HR | 8/18/2021 | MUHLENKAMP & CO INC |
| 000113321921000001 | Q4 2020 | 37 | 248,496 | 13F-HR | 2/11/2021 | MUHLENKAMP & CO INC |
| 000113321920000004 | Q3 2020 | 33 | 193,112 | 13F-HR | 11/13/2020 | MUHLENKAMP & CO INC |
| 000113321920000003 | Q2 2020 | 31 | 186,973 | 13F-HR | 8/20/2020 | MUHLENKAMP & CO INC |
| 000113321920000001 | Q4 2019 | 37 | 228,820 | 13F-HR | 2/20/2020 | MUHLENKAMP & CO INC |
| 000113321919000006 | Q3 2019 | 34 | 205,115 | 13F-HR | 11/27/2019 | MUHLENKAMP & CO INC |
| 000113321919000005 | Q2 2019 | 33 | 205,668 | 13F-HR | 8/28/2019 | MUHLENKAMP & CO INC |
| 000113321919000004 | Q1 2019 | 32 | 211,056 | 13F-HR | 5/23/2019 | MUHLENKAMP & CO INC |