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 30 of 71 rows. Rows without a quote are marked unavailable.
| 1 | BFH | ALLIANCE DATA SYS CORP COM | 8.52% | Add +0.3% | 171,675 | $48.28M | $281.25 | No quote |
| 2 | DAL | Delta Air Lines | 5.16% | Add +0.5% | 755,915 | $29.27M | $38.72 | No quote |
| 3 | JPM | J.P. Morgan Chase & Co. | 4.65% | Reduce -0.4% | 457,045 | $26.34M | $57.62 | No quote |
| 4 | STT | State Street Corp | 3.90% | Add +0.0% | 328,253 | $22.08M | $67.26 | No quote |
| 5 | ORCL | Oracle Corp | 3.89% | Add +0.1% | 543,775 | $22.04M | $40.53 | No quote |
| 6 | AIG | American International Group | 3.67% | Add +0.3% | 380,745 | $20.78M | $54.58 | No quote |
| 7 | HAL | Halliburton Co. | 3.11% | Reduce -0.8% | 248,135 | $17.62M | $71.01 | No quote |
| 8 | DTV | DIRECTV GROUP INC COM | 2.90% | Reduce -0.3% | 193,638 | $16.46M | No quote | No quote |
| 9 | COV | COVIDIEN PLC SHS | 2.90% | Add +0.4% | 182,180 | $16.43M | No quote | No quote |
| 10 | MSFT | Microsoft Corp | 2.89% | Add +0.5% | 392,575 | $16.37M | $41.70 | No quote |
| 11 | C | Citigroup Inc. | 2.83% | Add +0.0% | 340,425 | $16.03M | $47.10 | No quote |
| 12 | LNC | LINCOLN NATL CORP IND COM | 2.80% | Add +0.1% | 308,235 | $15.86M | $51.44 | No quote |
| 13 | SAH | SONIC AUTOMOTIVE INC CL A | 2.72% | Reduce -41.3% | 576,990 | $15.39M | No quote | No quote |
| 14 | 04270V | ARRIS GROUP INC NEW COM | 2.69% | New | 468,835 | $15.25M | No quote | No quote |
| 15 | REXX | REX ENERGY CORP | 2.64% | Add +0.3% | 843,460 | $14.94M | No quote | No quote |
| 16 | BRK-B | Berkshire Hathaway CL B | 2.63% | Add +0.4% | 117,825 | $14.91M | $126.56 | No quote |
| 17 | RUSHA | Rush Enterprises CLA | 2.35% | - | 385,002 | $13.35M | $34.67 | No quote |
| 18 | CELG | CELGENE CORP COM | 2.18% | Reduce -3.5% | 144,140 | $12.38M | No quote | No quote |
| 19 | GILD | GILEAD SCIENCES INC COM | 2.12% | Reduce -24.6% | 144,715 | $12M | $82.91 | No quote |
| 20 | ALGT | ALLEGIANT TRAVEL CO | 1.96% | Add +0.1% | 94,540 | $11.13M | $117.77 | No quote |
| 21 | CBI | CHICAGO BRIDGE & IRON COM | 1.96% | Add +151.0% | 163,140 | $11.13M | No quote | No quote |
| 22 | SAVE | SPIRIT AIRLS INC COM | 1.95% | Reduce -6.0% | 174,825 | $11.06M | No quote | No quote |
| 23 | DCH | AMERICAN AXLE & MFG COM | 1.92% | Reduce -5.2% | 575,545 | $10.87M | $18.89 | No quote |
| 24 | WPRT | WESTPORT INNOVATIONS COM NEW | 1.87% | Add +0.4% | 589,757 | $10.63M | No quote | No quote |
| 25 | CLNE | CLEAN ENERGY FUELS CRP COM | 1.83% | Add +0.4% | 884,260 | $10.36M | No quote | No quote |
| 26 | BMY | Bristol Myers Squibb | 1.82% | Add +0.4% | 212,770 | $10.32M | $48.51 | No quote |
| 27 | MS | Morgan Stanley | 1.80% | Reduce -1.4% | 314,970 | $10.18M | $32.33 | No quote |
| 28 | ABG | ASBURY AUTOMOTIVE GP COM | 1.75% | Reduce -14.9% | 143,900 | $9.89M | $68.74 | No quote |
| 29 | TEVA | TEVA PHARMACEUTCL INDS ADR | 1.64% | Add +0.8% | 176,855 | $9.27M | $52.42 | No quote |
| 30 | AAPL | Apple Computer Inc. | 1.58% | Add +571.7% | 96,614 | $8.98M | $92.93 | No quote |
| 31 | EZCH | EZCHIP SEMICONDUCTOR | 1.51% | Add +0.4% | 332,735 | $8.58M | No quote | No quote |
| 32 | GM | General Motors Co. | 1.45% | Reduce -52.0% | 226,310 | $8.22M | $36.30 | No quote |
| 33 | HBI | HANESBRANDS INC COM | 1.37% | Add +1.2% | 78,790 | $7.76M | No quote | No quote |
| 34 | OLED | UNIVERSAL DISPLAY CORP COM | 1.18% | Add +1.0% | 208,720 | $6.7M | No quote | No quote |
| 35 | NSR | NEUSTAR INC CL A | 1.11% | New | 240,915 | $6.27M | No quote | No quote |
| 36 | MHR | MAGNUM HUNTER RES CORP COM | 0.85% | Reduce -6.9% | 588,270 | $4.82M | No quote | No quote |
| 37 | LSCC | LATTICE SEMICONDUCTOR CORP | 0.80% | Reduce -7.9% | 547,880 | $4.52M | $8.25 | No quote |
| 38 | WCIC | WCI CMNTYS INC COM PAR $0.01 | 0.77% | Add +2.5% | 227,370 | $4.39M | No quote | No quote |
| 39 | CSCO | Cisco Systems Inc | 0.71% | Add +0.5% | 162,854 | $4.05M | $24.85 | No quote |
| 40 | BXE | BELLATRIX EXPLORATION COM | 0.64% | Add +0.3% | 416,835 | $3.63M | No quote | No quote |
| 41 | PHM | Pulte Homes, Inc. | 0.61% | Reduce -10.2% | 172,335 | $3.47M | $20.16 | No quote |
| 42 | ISSC | INNOVATIVE SOLTNS&SUPP COM | 0.53% | - | 400,689 | $2.98M | No quote | No quote |
| 43 | NLY | Annaly Mortgage Management | 0.52% | Add +0.7% | 257,065 | $2.94M | No quote | No quote |
| 44 | DFS | DISCOVER FINL SVCS COM | 0.49% | Add +1.3% | 44,485 | $2.76M | No quote | No quote |
| 45 | - | CALL MICROSOFT CORP $28 EXP 01CUSIP 4345707 | 0.48% | Reduce -15.6% | 2,000 | $2.74M | No quote | No quote |
| 46 | RUSHB | Rush Enterprises CLB | 0.47% | Reduce -7.8% | 85,502 | $2.69M | $31.45 | No quote |
| 47 | GE | General Electric | 0.38% | Reduce -86.8% | 82,345 | $2.16M | $26.28 | No quote |
| 48 | - | CALL AMERICAN CAPITAL LTD 12 ECUSIP 4180324 | 0.25% | Reduce -2.4% | 4,020 | $1.41M | No quote | No quote |
| 49 | QTWWQ | QUANTUM FUEL SYS TECH COM NEW | 0.23% | Add +1756.5% | 230,015 | $1.33M | No quote | No quote |
| 50 | PFE | Pfizer Inc | 0.21% | Reduce -0.4% | 41,019 | $1.22M | $29.67 | No quote |
| 51 | KBR | KBR INC COM | 0.20% | Reduce -74.0% | 46,655 | $1.11M | $23.86 | No quote |
| 52 | IBM | International Business Machine | 0.17% | Reduce -7.7% | 5,170 | $937K | $181.24 | No quote |
| 53 | - | CALL GENERAL MOTORS CO $35 EXPCUSIP BBG005KHN | 0.16% | New | 2,073 | $916K | No quote | No quote |
| 54 | EGO | ELDORADO GOLD CORP NEW COM | 0.15% | Reduce -12.6% | 113,045 | $864K | $7.64 | No quote |
| 55 | MUHLX | Muhlenkamp Fund | 0.05% | - | 3,796 | $271K | No quote | No quote |
| 56 | BWP | BOARDWALK PIPELIN PTNR UT LTD | 0.04% | Reduce -71.4% | 12,000 | $222K | No quote | No quote |
| 57 | DSPG | DSP GROUP INC COM | 0.02% | Reduce -56.6% | 11,700 | $99K | No quote | No quote |
| 58 | APGI | AMERICAN POWER GROUP CORP | 0.01% | Add +9.7% | 79,010 | $59K | No quote | No quote |
| 59 | FST | Forest Oil | 0.01% | Reduce -78.5% | 23,060 | $53K | No quote | No quote |
| 60 | ZIXI | ZIX CORP COM | 0.01% | New | 13,295 | $45K | No quote | No quote |
| 61 | AMSLF | FLYHT AEROSPACE SOLUTI COM | 0.00% | Reduce -66.0% | 22,000 | $7K | No quote | No quote |
| 71 | PAAS | PAN AMERICAN SILVER CP COM | - | Sold | 0 | $0 | No quote | No quote |
| 70 | MDR | Mcdermott Intl Inc | - | Sold | 0 | $0 | No quote | No quote |
| 69 | GMED | GLOBUS MED INC CL A | - | Sold | 0 | $0 | No quote | No quote |
| 68 | FIG | FORTRESS INVT GRP LLC CL A | - | Sold | 0 | $0 | No quote | No quote |
| 67 | DSL | DOUBLELINE INCOME SOLU COM | - | Sold | 0 | $0 | No quote | No quote |
| 66 | CECO | CAREER EDUCATION CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 65 | COF | Capital One Financial Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 64 | - | CALL ANNALY CAP MGMT INC $10 ECUSIP 0000A2CJ0 | - | Sold | 0 | $0 | No quote | No quote |
| 63 | ACAS | AMERICAN CAPITAL LTD | - | Sold | 0 | $0 | No quote | No quote |
| 62 | AB | ALLIANCEBERNSTEIN HLDG UNIT LT | - | Sold | 0 | $0 | No quote | No quote |