Muhlenkamp & Co. Inc. activity
Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
1
Add
16
Reduce
6
Exit
2
25 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| SLV | New | 0% to 0.19% | $671K | Q1→Q2 |
| MTZ | Exit | 3.6% to 0% | $14M | Q1→Q2 |
| FRDM | Exit | 3.4% to 0% | $13M | Q1→Q2 |
| URI | Add | 3.0% to 5.1% | +0.4% sh | Q1→Q2 |
| MCHP | Add | 3.5% to 5.4% | +0.1% sh | Q1→Q2 |
| ICLR | Add | 1.9% to 3.3% | +0.5% sh | Q1→Q2 |
| RUSHA | Add | 5.8% to 7.0% | +0.1% sh | Q1→Q2 |
| LYB | Add | 4.0% to 2.9% | +0.4% sh | Q1→Q2 |
| TMHC | Add | 2.4% to 3.3% | 0.0% sh | Q1→Q2 |
| CE | Add | 3.7% to 2.8% | +0.6% sh | Q1→Q2 |
| RGLD | Add | 5.9% to 5.1% | +0.2% sh | Q1→Q2 |
| WAB | Add | 4.2% to 4.9% | 0.0% sh | Q1→Q2 |
| NMIH | Add | 3.6% to 4.4% | +0.6% sh | Q1→Q2 |
| BGC | Add | 3.7% to 4.5% | +0.2% sh | Q1→Q2 |
| BRK.B | Add | 4.8% to 5.6% | +0.4% sh | Q1→Q2 |
| EQT | Add | 6.7% to 6.2% | +0.2% sh | Q1→Q2 |
| EQX | Add | 2.0% to 1.5% | +0.6% sh | Q1→Q2 |
| MCK | Add | 6.2% to 6.0% | +0.1% sh | Q1→Q2 |
| SLB | Add | 4.4% to 4.4% | +0.5% sh | Q1→Q2 |
| AEM | Reduce | 7.4% to 6.2% | 0.0% sh | Q1→Q2 |
| AAPL | Reduce | 4.2% to 5.2% | −0.7% sh | Q1→Q2 |
| NEM | Reduce | 6.6% to 6.3% | 0.0% sh | Q1→Q2 |
| MSFT | Reduce | 3.2% to 3.5% | −0.5% sh | Q1→Q2 |
| GLD | Reduce | 2.5% to 2.4% | −0.1% sh | Q1→Q2 |
| RUSHB | Reduce | 0.16% to 0.21% | −0.6% sh | Q1→Q2 |