Muhlenkamp
As of Q2 2026, Muhlenkamp reported 28 long-equity positions worth $345.25M in aggregate.
Copy-investor backtest
- Latest quarter
- -0.07%
- 1-year
- +30.28%
- 3-year
- +64.16%
- 5-year
- +104.58%
- 3-year vs S&P 500
- -6.86%
- 5-year vs S&P 500
- +29.63%
- 5-year top 5
- +111.89%
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 2026-09-12 from SEC 13F data.
Live quotes available for 30 of 78 rows. Rows without a quote are marked unavailable.
| 1 | BFH | ALLIANCE DATA SYS CORP COM | 7.56% | Reduce -0.1% | 121,200 | $35.91M | $296.25 | No quote |
| 2 | JPM | J.P. Morgan Chase & Co. | 4.55% | Reduce -0.8% | 356,560 | $21.6M | $60.58 | No quote |
| 3 | GILD | GILEAD SCIENCES INC COM | 4.52% | Reduce -0.1% | 218,740 | $21.47M | $98.13 | No quote |
| 4 | DCH | AMERICAN AXLE & MFG COM | 4.44% | Reduce -2.0% | 816,490 | $21.09M | $25.83 | No quote |
| 5 | AAPL | Apple Computer Inc. | 3.96% | Add +0.1% | 151,008 | $18.79M | $124.43 | No quote |
| 6 | LNC | LINCOLN NATL CORP IND COM | 3.73% | Add +0.0% | 308,310 | $17.72M | $57.46 | No quote |
| 7 | STT | State Street Corp | 3.65% | Reduce -0.1% | 235,952 | $17.35M | $73.53 | No quote |
| 8 | 04270V | ARRIS GROUP INC NEW COM | 3.61% | Reduce -0.1% | 593,215 | $17.14M | No quote | No quote |
| 9 | HBI | HANESBRANDS INC COM | 3.60% | Add +299.4% | 510,345 | $17.1M | No quote | No quote |
| 10 | BRK-B | Berkshire Hathaway CL B | 3.42% | Reduce -0.1% | 112,530 | $16.24M | $144.32 | No quote |
| 11 | ON | ON SEMICONDUCTOR CORP COM | 3.23% | Add +149.3% | 1,267,355 | $15.35M | $12.11 | No quote |
| 12 | ALGT | ALLEGIANT TRAVEL CO | 3.23% | Reduce -14.7% | 79,771 | $15.34M | $192.29 | No quote |
| 13 | CE | CELANESE CORP-SERIES A | 3.16% | Add +0.0% | 268,285 | $14.99M | $55.86 | No quote |
| 14 | BMY | Bristol Myers Squibb | 2.88% | Reduce -0.1% | 212,170 | $13.69M | $64.50 | No quote |
| 15 | MDT | MEDTRONIC PLC | 2.85% | New | 173,653 | $13.54M | $77.99 | No quote |
| 16 | SAVE | SPIRIT AIRLS INC COM | 2.74% | Add +0.9% | 168,159 | $13.01M | No quote | No quote |
| 17 | SAH | SONIC AUTOMOTIVE INC CL A | 2.70% | Reduce -3.7% | 515,300 | $12.83M | No quote | No quote |
| 18 | DFS | DISCOVER FINL SVCS COM | 2.52% | Add +47.3% | 212,145 | $11.95M | No quote | No quote |
| 19 | DAL | Delta Air Lines | 2.51% | Add +0.0% | 265,455 | $11.94M | $44.96 | No quote |
| 20 | MSFT | Microsoft Corp | 2.49% | Add +52.6% | 290,385 | $11.81M | $40.66 | No quote |
| 21 | MS | Morgan Stanley | 2.41% | Add +0.0% | 320,090 | $11.42M | $35.69 | No quote |
| 22 | TEVA | TEVA PHARMACEUTCL INDS ADR | 2.32% | Add +0.2% | 176,710 | $11.01M | $62.30 | No quote |
| 23 | RUSHA | Rush Enterprises CLA | 2.22% | - | 385,002 | $10.53M | $27.36 | No quote |
| 24 | OLED | UNIVERSAL DISPLAY CORP COM | 2.09% | Add +0.3% | 212,135 | $9.92M | No quote | No quote |
| 25 | CELG | CELGENE CORP COM | 2.08% | Reduce -0.8% | 85,540 | $9.86M | No quote | No quote |
| 26 | NSR | NEUSTAR INC CL A | 1.67% | Add +27.8% | 321,510 | $7.92M | No quote | No quote |
| 27 | WCIC | WCI CMNTYS INC COM PAR $0.01 | 1.63% | Add +30.8% | 323,379 | $7.75M | No quote | No quote |
| 28 | ABG | ASBURY AUTOMOTIVE GP COM | 1.50% | Reduce -2.5% | 85,460 | $7.1M | $83.10 | No quote |
| 29 | BHI | Baker Hughes Inc. | 1.49% | New | 111,165 | $7.07M | No quote | No quote |
| 30 | AAL | AMERICAN AIRLINES GROUP INC | 1.37% | Add +0.0% | 123,090 | $6.5M | $52.78 | No quote |
| 31 | EZCH | EZCHIP SEMICONDUCTOR | 1.35% | Reduce -17.0% | 335,040 | $6.41M | No quote | No quote |
| 32 | PKW | POWERSHARES ETF TRUST DYNA BUY | 1.25% | - | 120,330 | $5.93M | No quote | No quote |
| 33 | HAL | Halliburton Co. | 1.04% | Add +811.0% | 112,330 | $4.93M | $43.88 | No quote |
| 34 | REXX | REX ENERGY CORP | 0.77% | Add +0.2% | 977,865 | $3.64M | No quote | No quote |
| 35 | NLY | Annaly Mortgage Management | 0.56% | Reduce -0.5% | 253,940 | $2.64M | No quote | No quote |
| 36 | GM | General Motors Co. | 0.55% | Add +0.2% | 69,535 | $2.61M | $37.51 | No quote |
| 37 | RUSHB | Rush Enterprises CLB | 0.49% | Add +0.1% | 93,617 | $2.31M | $24.72 | No quote |
| 38 | MGNX | MACROGENICS INC COM | 0.44% | Add +297.0% | 66,405 | $2.08M | No quote | No quote |
| 39 | BXE | BELLATRIX EXPLORATION COM | 0.41% | Add +0.3% | 805,970 | $1.96M | No quote | No quote |
| 40 | GE | General Electric | 0.38% | Reduce -1.1% | 72,276 | $1.79M | $24.81 | No quote |
| 41 | - | CALL GENERAL MOTORS CO $35 EXPCUSIP BBG005KHN | 0.32% | - | 3,546 | $1.51M | No quote | No quote |
| 42 | ISSC | INNOVATIVE SOLTNS&SUPP COM | 0.29% | Reduce -3.6% | 361,529 | $1.37M | No quote | No quote |
| 43 | PFE | Pfizer Inc | 0.28% | - | 38,409 | $1.34M | $34.78 | No quote |
| 44 | EPZM | EPIZYME INC COM | 0.21% | New | 51,860 | $974K | No quote | No quote |
| 45 | MHR | MAGNUM HUNTER RES CORP COM | 0.20% | Reduce -49.2% | 355,235 | $948K | No quote | No quote |
| 46 | PHM | Pulte Homes, Inc. | 0.13% | Reduce -2.5% | 27,200 | $605K | $22.24 | No quote |
| 47 | WPRT | WESTPORT INNOVATIONS COM NEW | 0.12% | - | 150,000 | $591K | No quote | No quote |
| 48 | EGO | ELDORADO GOLD CORP NEW COM | 0.12% | - | 126,450 | $580K | $4.59 | No quote |
| 49 | BWP | BOARDWALK PIPELIN PTNR UT LTD | 0.12% | Reduce -13.6% | 35,700 | $575K | No quote | No quote |
| 50 | MHRPRD | MAGNUM HUNTER RES CORP CUM PFD | 0.10% | Add +2.3% | 13,185 | $460K | No quote | No quote |
| 51 | AB | ALLIANCEBERNSTEIN HLDG UNIT LT | 0.08% | - | 11,550 | $357K | No quote | No quote |
| 52 | DSPG | DSP GROUP INC COM | 0.07% | Reduce -2.4% | 27,205 | $326K | No quote | No quote |
| 53 | DSL | DOUBLELINE INCOME SOLU COM | 0.07% | - | 16,350 | $325K | No quote | No quote |
| 54 | DSXPRB | DIANA SHIPPING INC PERP PFD SE | 0.07% | - | 12,530 | $321K | No quote | No quote |
| 55 | - | CALL CISCO SYSTEMS $22 EXP 01/CUSIP 4675088 | 0.07% | - | 552 | $319K | No quote | No quote |
| 56 | ACAS | AMERICAN CAPITAL LTD | 0.07% | Add +10.4% | 21,300 | $315K | No quote | No quote |
| 58 | TNK | TEEKAY TANKERS LTD CL A | 0.06% | Reduce -8.5% | 47,400 | $272K | No quote | No quote |
| 57 | CI | Cigna Corp | 0.06% | New | 2,100 | $272K | $129.52 | No quote |
| 59 | MUHLX | Muhlenkamp Fund | 0.05% | - | 3,870 | $233K | No quote | No quote |
| 60 | NE | NOBLE CORP PLC | 0.04% | New | 13,650 | $195K | $14.29 | No quote |
| 61 | PAAS | PAN AMERICAN SILVER CP COM | 0.04% | - | 20,710 | $182K | $8.79 | No quote |
| 62 | GNW | GENWORTH FINL INC COM CL A | 0.04% | New | 24,400 | $178K | No quote | No quote |
| 63 | QUIK | QUICKLOGIC CORP COM | 0.04% | Add +9.1% | 90,435 | $175K | No quote | No quote |
| 64 | QTWWQ | QUANTUM FUEL SYS TECH COM NEW | 0.01% | Reduce -90.9% | 20,000 | $53K | No quote | No quote |
| 65 | ZIXI | ZIX CORP COM | 0.01% | Reduce -13.5% | 11,495 | $45K | No quote | No quote |
| 66 | ATHX | ATHERSYS INC COM | 0.01% | New | 10,150 | $29K | No quote | No quote |
| 67 | AMSLF | FLYHT AEROSPACE SOLUTI COM | 0.00% | - | 22,000 | $4K | No quote | No quote |
| 78 | ORCL | Oracle Corp | - | Sold | 0 | $0 | No quote | No quote |
| 77 | LSCC | LATTICE SEMICONDUCTOR CORP | - | Sold | 0 | $0 | No quote | No quote |
| 76 | IBM | International Business Machine | - | Sold | 0 | $0 | No quote | No quote |
| 75 | DTV | DIRECTV GROUP INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 74 | COV | COVIDIEN PLC SHS | - | Sold | 0 | $0 | No quote | No quote |
| 73 | C | Citigroup Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 72 | CECO | CAREER EDUCATION CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 71 | - | CALL MICROSOFT CORP $28 EXP 01CUSIP 4345707 | - | Sold | 0 | $0 | No quote | No quote |
| 70 | - | CALL CIGNA CORP $52.5 EXP 01/1CUSIP 4104888 | - | Sold | 0 | $0 | No quote | No quote |
| 69 | - | CALL ANNALY CAP MGMT INC $10 ECUSIP 0000A2CJ0 | - | Sold | 0 | $0 | No quote | No quote |
| 68 | AIG | American International Group | - | Sold | 0 | $0 | No quote | No quote |