Muhlenkamp
As of Q2 2026, Muhlenkamp reported 28 long-equity positions worth $345.25M in aggregate.
Copy-investor backtest
- Latest quarter
- -0.31%
- 1-year
- +29.36%
- 3-year
- +64.67%
- 5-year
- +100.96%
- 3-year vs S&P 500
- -6.15%
- 5-year vs S&P 500
- +26.21%
- 5-year top 5
- +111.47%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-09-19 from SEC 13F data.
Live quotes available for 35 of 59 rows. Rows without a quote are marked unavailable.
| 1 | BFH | ALLIANCE DATA SYS CORP COM | 6.69% | - | 177,410 | $32.12M | $181.03 | No quote |
| 2 | JPM | J.P. Morgan Chase & Co. | 4.91% | - | 446,555 | $23.57M | $52.79 | No quote |
| 3 | MSFT | Microsoft Corp | 4.68% | - | 650,435 | $22.47M | $34.54 | No quote |
| 4 | PM | PHILIP MORRIS INTL. INC. | 4.40% | - | 243,942 | $21.13M | $86.62 | No quote |
| 5 | STT | State Street Corp | 4.35% | - | 319,953 | $20.86M | $65.21 | No quote |
| 6 | SAH | SONIC AUTOMOTIVE INC CL A | 4.31% | - | 977,620 | $20.67M | No quote | No quote |
| 7 | WPRT | WESTPORT INNOVATIONS COM NEW | 4.23% | - | 605,727 | $20.31M | No quote | No quote |
| 8 | HAL | Halliburton Co. | 3.80% | - | 437,375 | $18.25M | $41.72 | No quote |
| 9 | CELG | CELGENE CORP COM | 3.48% | - | 142,885 | $16.72M | No quote | No quote |
| 10 | AIG | American International Group | 3.43% | - | 368,455 | $16.47M | $44.70 | No quote |
| 11 | ORCL | Oracle Corp | 3.39% | - | 529,303 | $16.26M | $30.71 | No quote |
| 12 | C | Citigroup Inc. | 3.32% | - | 331,750 | $15.91M | $47.97 | No quote |
| 13 | GM | General Motors Co. | 3.17% | - | 457,050 | $15.22M | $33.31 | No quote |
| 14 | REXX | REX ENERGY CORP | 3.01% | - | 821,510 | $14.44M | No quote | No quote |
| 15 | GE | General Electric | 2.91% | - | 602,445 | $13.97M | $23.19 | No quote |
| 16 | MYGN | MYRIAD GENETICS INC COM | 2.70% | - | 481,900 | $12.95M | No quote | No quote |
| 17 | BRK-B | Berkshire Hathaway CL B | 2.64% | - | 113,200 | $12.67M | $111.92 | No quote |
| 18 | LNC | LINCOLN NATL CORP IND COM | 2.32% | - | 304,695 | $11.11M | $36.47 | No quote |
| 19 | COV | COVIDIEN PLC SHS | 2.28% | - | 174,170 | $10.95M | No quote | No quote |
| 20 | DCH | AMERICAN AXLE & MFG COM | 2.12% | - | 546,550 | $10.18M | $18.63 | No quote |
| 21 | ALGT | ALLEGIANT TRAVEL CO | 2.05% | - | 92,760 | $9.83M | $105.99 | No quote |
| 22 | GILD | GILEAD SCIENCES INC COM | 1.99% | - | 186,525 | $9.56M | $51.27 | No quote |
| 23 | RUSHA | Rush Enterprises CLA | 1.99% | - | 385,002 | $9.53M | $24.75 | No quote |
| 24 | EZCH | EZCHIP SEMICONDUCTOR | 1.81% | - | 321,205 | $8.67M | No quote | No quote |
| 25 | ABG | ASBURY AUTOMOTIVE GP COM | 1.79% | - | 213,740 | $8.57M | $40.10 | No quote |
| 26 | GLW | Corning Inc. | 1.75% | - | 590,827 | $8.41M | $14.23 | No quote |
| 27 | AAPL | Apple Computer Inc. | 1.52% | - | 18,379 | $7.29M | $396.54 | No quote |
| 28 | TEVA | TEVA PHARMACEUTCL INDS ADR | 1.39% | - | 169,660 | $6.65M | $39.20 | No quote |
| 29 | DTV | DIRECTV GROUP INC COM | 1.29% | - | 100,400 | $6.19M | No quote | No quote |
| 30 | CLNE | CLEAN ENERGY FUELS CRP COM | 1.24% | - | 450,785 | $5.95M | No quote | No quote |
| 31 | OLED | UNIVERSAL DISPLAY CORP COM | 1.20% | - | 205,285 | $5.77M | No quote | No quote |
| 32 | INTC | Intel Corp | 0.99% | - | 196,800 | $4.77M | $24.23 | No quote |
| 33 | CRUS | Cirrus Logic Inc. | 0.76% | - | 210,600 | $3.66M | $17.36 | No quote |
| 34 | CY | CYPRESS SEMICONDUCTOR COM | 0.71% | - | 319,867 | $3.43M | No quote | No quote |
| 35 | LSCC | LATTICE SEMICONDUCTOR CORP | 0.68% | - | 640,270 | $3.25M | $5.07 | No quote |
| 36 | - | CALL MORGAN STANLEY $17 EXP 01CUSIP 123456789 | 0.66% | - | 4,000 | $3.16M | No quote | No quote |
| 37 | ISSC | INNOVATIVE SOLTNS&SUPP COM | 0.54% | - | 401,919 | $2.57M | No quote | No quote |
| 38 | PHM | Pulte Homes, Inc. | 0.53% | - | 133,400 | $2.53M | $18.97 | No quote |
| 39 | HBI | HANESBRANDS INC COM | 0.43% | - | 40,365 | $2.08M | No quote | No quote |
| 40 | CJES | C&J ENERGY SVCS INC COM | 0.43% | - | 106,775 | $2.07M | No quote | No quote |
| 41 | SAVE | SPIRIT AIRLS INC COM | 0.40% | - | 60,415 | $1.92M | No quote | No quote |
| 42 | DFS | DISCOVER FINL SVCS COM | 0.36% | - | 36,210 | $1.73M | No quote | No quote |
| 43 | RUSHB | Rush Enterprises CLB | 0.35% | - | 78,107 | $1.68M | $21.52 | No quote |
| 44 | GMED | GLOBUS MED INC CL A | 0.34% | - | 96,150 | $1.62M | $16.86 | No quote |
| 45 | - | CALL MICROSOFT CORP $28 EXP 01CUSIP 4345707 | 0.32% | - | 2,012 | $1.52M | No quote | No quote |
| 46 | DAL | Delta Air Lines | 0.30% | - | 77,485 | $1.45M | $18.71 | No quote |
| 47 | FSYS | FUEL SYS SOLUTIONS INC COM | 0.30% | - | 80,833 | $1.45M | No quote | No quote |
| 48 | APC | Anadarko Petroleum Corp. | 0.28% | - | 15,690 | $1.35M | No quote | No quote |
| 49 | CSCO | Cisco Systems Inc | 0.25% | - | 48,869 | $1.19M | $24.33 | No quote |
| 50 | ISRG | INTUITIVE SURGICAL INC COM NEW | 0.24% | - | 2,308 | $1.17M | $506.07 | No quote |
| 51 | PFE | Pfizer Inc | 0.21% | - | 36,364 | $1.02M | $28.02 | No quote |
| 52 | IBM | International Business Machine | 0.20% | - | 5,030 | $961K | $191.05 | No quote |
| 53 | - | CALL AMERICAN CAPITAL LTD 12 ECUSIP 4180324 | 0.20% | - | 4,020 | $953K | No quote | No quote |
| 54 | EWT | ISHARES INC MSCI TAIWAN | 0.19% | - | 68,155 | $906K | $13.29 | No quote |
| 55 | BXE | BELLATRIX EXPLORATION COM | 0.07% | - | 57,935 | $352K | No quote | No quote |
| 56 | MS | Morgan Stanley | 0.06% | - | 11,260 | $275K | $24.42 | No quote |
| 57 | EMAN | EMAGIN CORP COM NEW | 0.05% | - | 64,105 | $228K | No quote | No quote |
| 58 | PATH | NUPATHE INC COM | 0.01% | - | 11,000 | $34K | $3.09 | No quote |
| 59 | APGI | AMERICAN POWER GROUP CORP | 0.01% | - | 43,485 | $27K | No quote | No quote |