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 Q4 2022 Q3 · filed 31 Jan · long equity

SLB - Schlumberger 7.12% Reduce −0.1% 314,208 $53.46 $17M −294 +$6M
EQT - EQT Corp 6.39% Reduce −0.1% 445,841 $33.83 $15M −451 −$3M
OXY - Occidental 6.22% Reduce −0.1% 232,926 $62.99 $15M −237 +$344K
MCK - Mckesson 6.08% Add +0.1% 38,249 $375.12 $14M +40 +$1M
Proshares Tr 5.64% New 904,875 $14.72 $13M +904,875 +$13M
UNH - Unitedhealth Group 5.56% Add +0.1% 24,755 $530.18 $13M +19 +$632K
RUSHA - Rush Enterprises · CL A 5.32% Hold 240,406 $52.28 $13M
BRK.B - Berkshire Hathaway · CL B 4.90% Add +0.1% 37,430 $308.90 $12M +36 +$2M
DOW - DOW Inc 4.65% Reduce −0.1% 217,958 $50.39 $11M −199 +$1M
MTZ - Mastec 4.64% Reduce −0.1% 128,217 $85.33 $11M −124 +$3M
AMLP - Alps ETF Tr 4.59% Add +0.1% 284,317 $38.07 $11M +260 +$439K
KEX - Kirby 4.48% Reduce −0.1% 164,395 $64.35 $11M −154 +$579K
CVS - Cvs Health 4.35% Add +0.1% 110,123 $93.19 $10M +122 −$229K
BMY - Bristol-Myers Squibb 3.93% Add +0.2% 128,950 $71.95 $9M +197 +$125K
AVGO - Broadcom 3.81% Reduce −0.1% 16,080 $559.13 $9M −16 +$2M
MCHP - Microchip Technology 3.33% Reduce −0.1% 112,024 $70.25 $8M −112 +$1M
MSFT - Microsoft 3.18% Reduce −0.1% 31,264 $239.82 $7M −21 +$212K
AAPL - Apple 3.04% Reduce −0.1% 55,266 $129.93 $7M −56 −$465K
NMIH - NMI · CL A 2.60% Reduce −0.1% 293,384 $20.90 $6M −196 +$152K
WAB - Wabtec 2.34% Reduce −0.1% 55,433 $99.81 $6M −33 +$1M
RGLD - Royal Gold 2.24% Add +0.2% 46,932 $112.72 $5M +77 +$894K
FNV - Franco Nev 2.22% Add +0.2% 38,385 $136.48 $5M +71 +$661K
CCJ - Cameco 1.56% Reduce −0.1% 161,964 $22.67 $4M −159 −$626K
GLD - Spdr Gold Tr 1.32% Reduce −0.3% 18,432 $169.64 $3M −53 +$268K
EPD - Enterprise Prods Partners L 0.25% Hold 24,855 $24.12 $600K
RUSHB - Rush Enterprises · CL B 0.15% Reduce −3.9% 6,255 $56.27 $352K −252 +$40K
XOM - Exxon Mobil 0.09% New 1,952 $110.30 $215K +1,952 +$215K

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
SPDN - Direxion ETF Tr 5.21% Exit 0 $17.88 $12M −652,921 −$12M
Tenneco · CL A 3.69% Exit 0 $17.39 $8M −475,114 −$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 2022 Q3. 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