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 32 of 62 rows. Rows without a quote are marked unavailable.
| 1 | BFH | ALLIANCE DATA SYS CORP COM | 7.46% | Add +0.1% | 177,500 | $37.54M | $211.47 | No quote |
| 2 | SAH | SONIC AUTOMOTIVE INC CL A | 4.62% | Reduce -0.1% | 976,900 | $23.25M | No quote | No quote |
| 3 | JPM | J.P. Morgan Chase & Co. | 4.60% | Add +0.3% | 447,820 | $23.15M | $51.69 | No quote |
| 4 | CELG | CELGENE CORP COM | 4.39% | Add +0.3% | 143,305 | $22.09M | No quote | No quote |
| 5 | MSFT | Microsoft Corp | 4.31% | Add +0.2% | 651,750 | $21.69M | $33.28 | No quote |
| 6 | PM | PHILIP MORRIS INTL. INC. | 4.23% | Add +0.6% | 245,487 | $21.26M | $86.59 | No quote |
| 7 | STT | State Street Corp | 4.19% | Add +0.2% | 320,643 | $21.08M | $65.75 | No quote |
| 8 | REXX | REX ENERGY CORP | 3.66% | Add +0.4% | 824,610 | $18.4M | No quote | No quote |
| 9 | AIG | American International Group | 3.58% | Add +0.4% | 370,085 | $18M | $48.63 | No quote |
| 10 | ORCL | Oracle Corp | 3.51% | Add +0.5% | 531,753 | $17.64M | $33.17 | No quote |
| 11 | DAL | Delta Air Lines | 3.40% | Add +835.4% | 724,765 | $17.1M | $23.59 | No quote |
| 12 | GM | General Motors Co. | 3.28% | Add +0.5% | 459,165 | $16.52M | $35.97 | No quote |
| 13 | C | Citigroup Inc. | 3.22% | Add +0.5% | 333,450 | $16.18M | $48.51 | No quote |
| 14 | WPRT | WESTPORT INNOVATIONS COM NEW | 2.99% | Add +2.8% | 622,397 | $15.06M | No quote | No quote |
| 15 | GE | General Electric | 2.88% | Add +0.6% | 606,090 | $14.48M | $23.89 | No quote |
| 16 | LNC | LINCOLN NATL CORP IND COM | 2.56% | Add +0.8% | 307,280 | $12.9M | $41.99 | No quote |
| 17 | BRK-B | Berkshire Hathaway CL B | 2.56% | Add +0.3% | 113,585 | $12.89M | $113.51 | No quote |
| 18 | GILD | GILEAD SCIENCES INC COM | 2.34% | Add +0.5% | 187,380 | $11.78M | $62.87 | No quote |
| 19 | HAL | Halliburton Co. | 2.29% | Reduce -45.3% | 239,285 | $11.52M | $48.15 | No quote |
| 20 | ABG | ASBURY AUTOMOTIVE GP COM | 2.29% | Add +1.2% | 216,255 | $11.51M | $53.20 | No quote |
| 21 | MYGN | MYRIAD GENETICS INC COM | 2.26% | Add +0.6% | 484,765 | $11.39M | No quote | No quote |
| 22 | DCH | AMERICAN AXLE & MFG COM | 2.15% | Add +0.4% | 548,530 | $10.82M | $19.72 | No quote |
| 23 | COV | COVIDIEN PLC SHS | 2.12% | Add +0.3% | 174,620 | $10.64M | No quote | No quote |
| 24 | RUSHA | Rush Enterprises CLA | 2.03% | - | 385,002 | $10.21M | $26.51 | No quote |
| 25 | ALGT | ALLEGIANT TRAVEL CO | 1.95% | Add +0.4% | 93,110 | $9.81M | $105.36 | No quote |
| 26 | EZCH | EZCHIP SEMICONDUCTOR | 1.57% | Reduce -0.1% | 320,850 | $7.91M | No quote | No quote |
| 27 | OLED | UNIVERSAL DISPLAY CORP COM | 1.30% | Reduce -0.6% | 204,030 | $6.54M | No quote | No quote |
| 28 | AAPL | Apple Computer Inc. | 1.28% | Reduce -26.6% | 13,495 | $6.43M | $476.77 | No quote |
| 29 | TEVA | TEVA PHARMACEUTCL INDS ADR | 1.28% | Add +0.2% | 169,985 | $6.42M | $37.78 | No quote |
| 30 | DTV | DIRECTV GROUP INC COM | 1.20% | Add +0.8% | 101,225 | $6.05M | No quote | No quote |
| 31 | CLNE | CLEAN ENERGY FUELS CRP COM | 1.14% | Reduce -0.1% | 450,515 | $5.75M | No quote | No quote |
| 32 | CRUS | Cirrus Logic Inc. | 0.95% | - | 210,600 | $4.77M | $22.66 | No quote |
| 33 | - | CALL MORGAN STANLEY $17 EXP 01CUSIP 123456789 | 0.80% | - | 4,000 | $4M | No quote | No quote |
| 34 | COF | Capital One Financial Corp. | 0.71% | New | 51,885 | $3.57M | $68.75 | No quote |
| 35 | CSCO | Cisco Systems Inc | 0.70% | Add +206.4% | 149,749 | $3.51M | $23.43 | No quote |
| 36 | ISSC | INNOVATIVE SOLTNS&SUPP COM | 0.64% | Add +0.1% | 402,189 | $3.2M | No quote | No quote |
| 37 | CY | CYPRESS SEMICONDUCTOR COM | 0.59% | Reduce -0.1% | 319,697 | $2.99M | No quote | No quote |
| 38 | LSCC | LATTICE SEMICONDUCTOR CORP | 0.56% | Reduce -0.7% | 635,860 | $2.84M | $4.46 | No quote |
| 39 | HBI | HANESBRANDS INC COM | 0.49% | Reduce -1.8% | 39,635 | $2.47M | No quote | No quote |
| 40 | PHM | Pulte Homes, Inc. | 0.44% | - | 133,400 | $2.2M | $16.50 | No quote |
| 41 | SAVE | SPIRIT AIRLS INC COM | 0.40% | Reduce -2.2% | 59,075 | $2.03M | No quote | No quote |
| 42 | RUSHB | Rush Enterprises CLB | 0.37% | Add +4.4% | 81,557 | $1.86M | $22.78 | No quote |
| 43 | DFS | DISCOVER FINL SVCS COM | 0.35% | Reduce -3.0% | 35,125 | $1.78M | No quote | No quote |
| 44 | GMED | GLOBUS MED INC CL A | 0.33% | Reduce -2.4% | 93,805 | $1.64M | $17.46 | No quote |
| 45 | FSYS | FUEL SYS SOLUTIONS INC COM | 0.32% | Add +1.1% | 81,728 | $1.61M | No quote | No quote |
| 46 | WCIC | WCI CMNTYS INC COM PAR $0.01 | 0.29% | New | 85,000 | $1.47M | No quote | No quote |
| 47 | APC | Anadarko Petroleum Corp. | 0.28% | Reduce -2.5% | 15,305 | $1.42M | No quote | No quote |
| 48 | - | CALL MICROSOFT CORP $28 EXP 01CUSIP 4345707 | 0.24% | - | 2,012 | $1.21M | No quote | No quote |
| 49 | - | CALL AMERICAN CAPITAL LTD 12 ECUSIP 4180324 | 0.24% | - | 4,020 | $1.19M | No quote | No quote |
| 50 | PFE | Pfizer Inc | 0.20% | Reduce -3.9% | 34,944 | $1M | $28.73 | No quote |
| 51 | IBM | International Business Machine | 0.18% | Reduce -4.3% | 4,815 | $892K | $185.25 | No quote |
| 52 | BXE | BELLATRIX EXPLORATION COM | 0.16% | Add +84.5% | 106,870 | $813K | No quote | No quote |
| 53 | MS | Morgan Stanley | 0.06% | - | 11,260 | $303K | $26.91 | No quote |
| 54 | EMAN | EMAGIN CORP COM NEW | 0.04% | Add +3.7% | 66,455 | $200K | No quote | No quote |
| 55 | QTWWQ | QUANTUM FUEL SYS TECH COM NEW | 0.01% | New | 23,235 | $74K | No quote | No quote |
| 56 | PATH | NUPATHE INC COM | 0.01% | Add +86.9% | 20,560 | $50K | $2.43 | No quote |
| 57 | APGI | AMERICAN POWER GROUP CORP | 0.01% | - | 43,485 | $30K | No quote | No quote |
| 62 | EWT | ISHARES INC MSCI TAIWAN | - | Sold | 0 | $0 | No quote | No quote |
| 61 | ISRG | INTUITIVE SURGICAL INC COM NEW | - | Sold | 0 | $0 | No quote | No quote |
| 60 | INTC | Intel Corp | - | Sold | 0 | $0 | No quote | No quote |
| 59 | GLW | Corning Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 58 | CJES | C&J ENERGY SVCS INC COM | - | Sold | 0 | $0 | No quote | No quote |