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

2024 Q1 2023 Q4 · filed 23 Apr · long equity

AVGO - Broadcom 6.12% Add +1.6% 15,885 $1,325 $21M +254 +$4M
MCK - Mckesson 6.03% Add +0.5% 38,691 $536.85 $21M +209 +$3M
RUSHA - Rush Enterprises · CL A 5.77% Add +1.0% 371,239 $53.52 $20M +3,526 +$1M
SLB - Schlumberger 5.02% Add +0.6% 315,176 $54.81 $17M +1,931 +$974K
EQT - EQT Corp 4.85% Add +0.6% 450,628 $37.07 $17M +2,876 −$605K
KEX - Kirby 4.69% Add +0.7% 169,314 $95.32 $16M +1,107 +$3M
BRK.B - Berkshire Hathaway · CL B 4.66% Add +0.9% 38,183 $420.52 $16M +334 +$3M
OXY - Occidental 4.48% Add +1.0% 237,383 $64.99 $15M +2,264 +$1M
NMIH - NMI · CL A 4.36% Add +1.0% 464,338 $32.34 $15M +4,805 +$1M
BGC - BGC Group · CL A 3.92% Add +1.4% 1,735,480 $7.77 $13M +23,553 +$1M
MSFT - Microsoft 3.89% Add +3.0% 31,863 $420.72 $13M +935 +$2M
DOW - DOW Inc 3.77% Add +1.0% 224,122 $57.93 $13M +2,190 +$813K
UNH - Unitedhealth Group 3.62% Add +1.1% 25,205 $494.70 $12M +286 −$650K
MTZ - Mastec 3.60% Add +1.5% 132,990 $93.25 $12M +1,981 +$2M
PHM - Pulte Group 3.43% Add +1.3% 97,864 $120.62 $12M +1,296 +$2M
URI - United Rentals 3.21% Add +1.9% 15,329 $721.11 $11M +289 +$2M
AAPL - Apple 3.12% Add +3.6% 62,604 $171.48 $11M +2,170 −$900K
MCHP - Microchip Technology 3.04% Add +4.6% 116,779 $89.71 $10M +5,144 +$409K
RGLD - Royal Gold 3.04% Add +49.4% 85,899 $121.81 $10M +28,414 +$4M
Tegna 2.99% Add +1.6% 688,293 $14.94 $10M +10,652 −$85K
NEM - Newmont 2.90% Add +94.3% 278,949 $35.84 $10M +135,348 +$4M
TMHC - Taylor Morrison Home 2.79% Add +1.4% 154,730 $62.17 $10M +2,198 +$1M
WAB - Wabtec 2.66% Add +1.4% 62,814 $145.68 $9M +852 +$1M
AMLP - Alps ETF Tr 2.41% Hold 174,555 $47.46 $8M
BMY - Bristol-Myers Squibb 2.13% Add +2.5% 135,045 $54.23 $7M +3,285 +$563K
RIG - Transocean 1.84% Add +3.5% 1,010,498 $6.28 $6M +33,740 +$144K
GLD - Spdr Gold Tr 1.29% Add +13.2% 21,643 $205.72 $4M +2,522 +$797K
EPD - Enterprise Prods Partners L 0.21% Hold 24,855 $29.18 $725K
RUSHB - Rush Enterprises · CL B 0.15% Hold 9,501 $53.29 $506K

* 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 2023 Q4. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

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