Follow-The-Filings

Featured 13F manager

Muhlenkamp & Co. Inc.

Wexford, PA 19 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $345M
  • 28 Positions
  • 2026 Q2
  • −9.2% QoQ
  • Top 5 31.7%

Portfolio

2026 Q2 · filed 8/17/2026 · 28 long · top 12 shown

top 5 31.7% · top 10 58.1%

AUM over time

2026 Q2 $345M −9.2% QoQ
2021 Q3 · $260M 2021 Q3 · $260M
Q3 2021
2021 Q4 · $287M · +10.4% QoQ 2021 Q4 · $287M · +10.4% QoQ
Q4
2022 Q1 · $287M · 0.0% QoQ 2022 Q1 · $287M · 0.0% QoQ
Q1 2022
2022 Q2 · $214M · −25.4% QoQ 2022 Q2 · $214M · −25.4% QoQ
Q2
2022 Q3 · $224M · +4.7% QoQ 2022 Q3 · $224M · +4.7% QoQ
Q3
2022 Q4 · $236M · +5.4% QoQ 2022 Q4 · $236M · +5.4% QoQ
Q4
2023 Q2 · $282M · +19.5% QoQ 2023 Q2 · $282M · +19.5% QoQ
Q2 2023
2023 Q3 · $290M · +2.8% QoQ 2023 Q3 · $290M · +2.8% QoQ
Q3
2023 Q4 · $306M · +5.5% QoQ 2023 Q4 · $306M · +5.5% QoQ
Q4
2024 Q1 · $344M · +12.4% QoQ 2024 Q1 · $344M · +12.4% QoQ
Q1 2024
2024 Q2 · $320M · −7.0% QoQ 2024 Q2 · $320M · −7.0% QoQ
Q2
2024 Q3 · $326M · +1.9% QoQ 2024 Q3 · $326M · +1.9% QoQ
Q3
2024 Q4 · $329M · +0.9% QoQ 2024 Q4 · $329M · +0.9% QoQ
Q4
2025 Q1 · $306M · −7.0% QoQ 2025 Q1 · $306M · −7.0% QoQ
Q1 2025
2025 Q2 · $320M · +4.6% QoQ 2025 Q2 · $320M · +4.6% QoQ
Q2
2025 Q3 · $368M · +15.0% QoQ 2025 Q3 · $368M · +15.0% QoQ
Q3
2025 Q4 · $372M · +1.1% QoQ 2025 Q4 · $372M · +1.1% QoQ
Q4
2026 Q1 · $380M · +2.2% QoQ 2026 Q1 · $380M · +2.2% QoQ
Q1 2026
2026 Q2 · $345M · −9.2% QoQ 2026 Q2 · $345M · −9.2% QoQ
Q2

Book

2022 Q1 2021 Q4 · filed 1 Apr · long equity

MCK - Mckesson 6.99% Add +0.1% 65,585 $306.14 $20M +85 +$4M
EQT - EQT Corp 5.35% Add +0.6% 446,813 $34.41 $15M +2,530 +$6M
DOW - DOW Inc 4.84% Add +0.4% 218,078 $63.72 $14M +852 +$2M
OXY - Occidental 4.60% New 232,607 $56.74 $13M +232,607 +$13M
BRK.B - Berkshire Hathaway · CL B 4.56% Add +0.4% 37,116 $352.92 $13M +145 +$2M
SLB - Schlumberger 4.48% Add +0.4% 311,297 $41.31 $13M +1,170 +$4M
UNH - Unitedhealth Group 4.35% Add +0.3% 24,481 $509.99 $12M +85 +$235K
RUSHA - Rush Enterprises · CL A 4.26% Add +0.4% 240,406 $50.91 $12M +1,060 −$1M
KEX - Kirby 4.16% Add +0.4% 165,399 $72.19 $12M +683 +$2M
MTZ - Mastec 3.91% Add +0.4% 129,059 $87.10 $11M +520 −$621K
CVS - Cvs Health 3.84% Add +0.4% 109,037 $101.21 $11M +404 −$171K
AMLP - Alps ETF Tr 3.76% Add +0.5% 281,693 $38.30 $11M +1,493 +$2M
Tenneco · CL A 3.58% Reduce −2.3% 561,219 $18.32 $10M −13,501 +$4M
WCC - Wesco Intl 3.58% Reduce −39.4% 78,911 $130.13 $10M −51,288 −$7M
AVGO - Broadcom 3.54% Reduce −26.2% 16,133 $629.70 $10M −5,719 −$4M
AAPL - Apple 3.38% Reduce −30.2% 55,527 $174.62 $10M −24,038 −$4M
MSFT - Microsoft 3.36% Reduce −29.9% 31,315 $308.32 $10M −13,360 −$5M
BMY - Bristol-Myers Squibb 3.23% Add +0.7% 126,906 $73.03 $9M +919 +$1M
LMT - Lockheed Martin 3.01% Add +0.9% 19,605 $441.42 $9M +178 +$2M
MCHP - Microchip Technology 2.94% Reduce −32.9% 112,275 $75.14 $8M −54,947 −$6M
MTH - Meritage Homes 2.68% Add +0.6% 97,114 $79.23 $8M +540 −$4M
NMIH - NMI · CL A 2.39% Add +0.7% 333,281 $20.62 $7M +2,411 −$358K
RGLD - Royal Gold 2.06% Add +1.2% 41,824 $141.28 $6M +490 +$2M
FNV - Franco Nev 1.96% Add +1.1% 35,213 $159.51 $6M +374 +$799K
LEN - Lennar · CL A 1.95% Add +0.9% 68,866 $81.17 $6M +630 −$2M
WAB - Wabtec 1.86% Add +0.6% 55,542 $96.16 $5M +349 +$257K
CCJ - Cameco 1.64% Add +0.8% 162,168 $29.10 $5M +1,252 +$1M
Equity Comwlth 1.11% Add +0.4% 113,328 $28.21 $3M +473 +$274K
GLD - Spdr Gold Tr 0.98% Reduce −1.2% 15,561 $180.64 $3M −184 +$119K
PFE - Pfizer 0.44% Hold 24,379 $51.77 $1M
MS - Morgan Stanley 0.33% Hold 10,805 $87.37 $944K
Loyalty Ventures 0.29% Add +1.7% 50,047 $16.52 $827K +825 −$653K
EPD - Enterprise Prods Partners L 0.22% Hold 24,855 $25.83 $642K
IVZ - Invesco 0.18% Hold 5,699 $90.54 $516K
RUSHB - Rush Enterprises · CL B 0.11% Reduce −3.5% 6,507 $48.41 $315K −235 −$49K
Spdr Ser Tr 0.08% New 7,797 $30.27 $236K +7,797 +$236K

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2021 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
BFH - Alliance Data Systems 2.90% Exit 0 $66.57 $8M −124,816 −$8M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2021 Q4. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

19 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 28 $345M −9.2% 13F-HR 8/17/2026 000113321926000003
2026 Q1 29 $380M +2.2% 13F-HR 5/6/2026 000113321926000002
2025 Q4 28 $372M +1.1% 13F-HR 2/4/2026 000113321926000001
2025 Q3 31 $368M +15.0% 13F-HR 11/7/2025 000113321925000006
2025 Q2 26 $320M +4.6% 13F-HR 7/24/2025 000113321925000005
2025 Q1 26 $306M −7.0% 13F-HR 5/13/2025 000113321925000004
2024 Q4 30 $329M +0.9% 13F-HR 2/13/2025 000113321925000001
2024 Q3 28 $326M +1.9% 13F-HR 11/12/2024 000113321924000004
2024 Q2 29 $320M −7.0% 13F-HR 7/17/2024 000113321924000003
2024 Q1 29 $344M +12.4% 13F-HR 4/23/2024 000113321924000002
2023 Q4 29 $306M +5.5% 13F-HR 1/8/2024 000113321924000001
2023 Q3 31 $290M +2.8% 13F-HR 12/6/2023 000113321923000005
2023 Q2 31 $282M +19.5% 13F-HR 7/14/2023 000113321923000004
2022 Q4 27 $236M +5.4% 13F-HR 1/31/2023 000113321923000003
2022 Q3 27 $224M +4.7% 13F-HR 11/1/2022 000113321922000004
2022 Q2 28 $214M −25.4% 13F-HR 7/18/2022 000113321922000003
2022 Q1 36 $287M 0.0% 13F-HR 4/1/2022 000113321922000002
2021 Q4 35 $287M +10.4% 13F-HR 3/29/2022 000113321922000001
2021 Q3 32 $260M 13F-HR 12/10/2021 000113321921000007

About

MUHLENKAMP & CO INC

19 processed 13Fs on this site · 2021 Q3–2026 Q2

SEC filing name
MUHLENKAMP & CO INC
Location
Wexford, PA
All SEC filings
View on sec.gov