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 Q2 2024 Q1 · filed 17 Jul · long equity

MCK - Mckesson 7.04% Reduce −0.1% 38,636 $584.04 $23M −55 +$2M
EQT - EQT Corp 5.20% Reduce 0.0% 450,619 $36.98 $17M −9 −$41K
NMIH - NMI 4.93% Reduce −0.1% 463,995 $34.04 $16M −343 +$778K
RUSHA - Rush Enterprises · CL A 4.85% Add 0.0% 371,384 $41.87 $16M +145 −$4M
BRK.B - Berkshire Hathaway · CL B 4.84% Reduce −0.1% 38,142 $406.80 $16M −41 −$541K
OXY - Occidental 4.67% Reduce 0.0% 237,296 $63.03 $15M −87 −$471K
SLB - Schlumberger 4.64% Reduce −0.1% 315,008 $47.18 $15M −168 −$2M
BGC - BGC Group · CL A 4.49% Reduce −0.1% 1,733,468 $8.30 $14M −2,012 +$903K
MSFT - Microsoft 4.46% Add +0.3% 31,945 $446.95 $14M +82 +$872K
AAPL - Apple 4.13% Add +0.4% 62,839 $210.62 $13M +235 +$2M
AVGO - Broadcom 4.07% Reduce −48.8% 8,129 $1,606 $13M −7,756 −$8M
UNH - Unitedhealth Group 4.01% Add 0.0% 25,216 $509.26 $13M +11 +$373K
DOW - DOW Inc 3.71% Reduce 0.0% 224,054 $53.05 $12M −68 −$1M
NEM - Newmont 3.65% Add +0.2% 279,551 $41.87 $12M +602 +$2M
KEX - Kirby 3.62% Reduce −42.7% 96,947 $119.73 $12M −72,367 −$5M
MTZ - Mastec 3.51% Reduce −20.9% 105,247 $106.99 $11M −27,743 −$1M
PHM - Pulte Group 3.36% Reduce 0.0% 97,857 $110.10 $11M −7 −$1M
RGLD - Royal Gold 3.36% Add +0.2% 86,080 $125.16 $11M +181 +$310K
MCHP - Microchip Technology 3.35% Add +0.4% 117,189 $91.50 $11M +410 +$247K
URI - United Rentals 3.09% Add 0.0% 15,331 $646.73 $10M +2 −$1M
WAB - Wabtec 3.08% Reduce −0.7% 62,353 $158.05 $10M −461 +$704K
Tegna 3.00% Add +0.2% 689,334 $13.94 $10M +1,041 −$674K
TMHC - Taylor Morrison Home 2.68% Add +0.1% 154,873 $55.44 $9M +143 −$1M
AMLP - Alps ETF Tr 2.61% Hold 174,555 $47.98 $8M
RIG - Transocean 1.69% Add +0.4% 1,014,269 $5.35 $5M +3,771 −$920K
GLD - Spdr Gold Tr 1.46% Add +0.2% 21,693 $215.01 $5M +50 +$212K
EPD - Enterprise Prods Partners L 0.22% Hold 24,855 $28.98 $720K
GBTC - Ishares Bitcoin Tr 0.15% New 14,000 $34.14 $478K +14,000 +$478K
RUSHB - Rush Enterprises · CL B 0.12% Hold 9,501 $39.24 $373K

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
BMY - Bristol-Myers Squibb 2.13% Exit 0 $54.23 $7M −135,045 −$7M

* 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 2024 Q1. 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