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MUHLENKAMP & CO INC 13F holdings

Filed 2026-08-18 · MUHLENKAMP & CO INC · 28 positions · $345.3M

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TickerCompanySharesValue% of portfolio
RUSHARUSH ENTERPRISES INC332.3K$24.3M7.0%
NEMNEWMONT CORP231.1K$21.6M6.3%
AEMAGNICO EAGLE MINES LTD138.5K$21.5M6.2%
EQTEQT CORP402.2K$21.4M6.2%
MCKMCKESSON CORP27.2K$20.6M6.0%
BRK-BBERKSHIRE HATHAWAY INC DEL38.5K$19.3M5.6%
MCHPMICROCHIP TECHNOLOGY INC.203.1K$18.5M5.4%
AAPLAPPLE INC62.1K$18.0M5.2%
URIUNITED RENTALS INC15.7K$17.8M5.1%
RGLDROYAL GOLD INC88.1K$17.6M5.1%
WABWABTEC63.2K$17.0M4.9%
BGCBGC GROUP INC1.4M$15.5M4.5%
NMIHNMI HLDGS INC368.6K$15.1M4.4%
SLBSLB LIMITED323.9K$15.1M4.4%
MSFTMICROSOFT CORP32.8K$12.2M3.5%
—ICON PUB LTD CO66.3K$11.5M3.3%
TMHC*TAYLOR MORRISON HOME CORP158.6K$11.4M3.3%
—LYONDELLBASELL INDUSTRIES NV187.9K$9.9M2.9%
CECELANESE CORP DEL212.0K$9.8M2.8%
GLDSPDR GOLD TR22.1K$8.1M2.4%
LGROALPS ETF TR150.6K$7.8M2.3%
EQXEQUINOX GOLD CORP522.3K$5.1M1.5%
TRVTRAVELERS COMPANIES INC6.6K$2.2M0.6%
GEVGE VERNOVA INC1.4K$1.7M0.5%
EPDENTERPRISE PRODS PARTNERS L24.9K$913,6700.3%
RUSHBRUSH ENTERPRISES INC9.4K$718,5650.2%
SLVISHARES SILVER TR12.6K$671,0490.2%
EXMOCEXXON MOBIL CORP1.6K$224,2210.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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