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.
Get email alerts when Muhlenkamp files a new 13F — sign in or create a free account.
Live quotes available for 25 of 39 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | Apple Computer Inc. | 6.45% | - | 90,824 | $16.81M | $185.11 | No quote |
| 2 | BFH | ALLIANCE DATA SYS CORP COM | 6.31% | Reduce -0.0% | 70,519 | $16.45M | $233.20 | No quote |
| 3 | MSFT | Microsoft Corp | 6.16% | - | 162,821 | $16.06M | $98.61 | No quote |
| 4 | UNH | UnitedHealth Group Inc. | 5.50% | - | 58,491 | $14.35M | $245.34 | No quote |
| 5 | TCEHY | TENCENT HOLDINGS LTD-UNS ADR | 4.73% | - | 245,620 | $12.34M | No quote | No quote |
| 6 | ON | ON SEMICONDUCTOR CORP COM | 4.58% | Reduce -24.4% | 536,518 | $11.93M | $22.23 | No quote |
| 7 | CE | CELANESE CORP-SERIES A | 4.31% | - | 101,277 | $11.25M | $111.06 | No quote |
| 8 | RUSHA | Rush Enterprises CLA | 4.19% | - | 252,012 | $10.93M | $43.38 | No quote |
| 9 | GLD | SPDR GOLD TRUST GOLD SHS | 3.84% | - | 84,371 | $10.01M | $118.65 | No quote |
| 10 | ESRX | EXPRESS SCRIPTS HLDG COM | 3.84% | Reduce -0.0% | 129,511 | $10M | No quote | No quote |
| 11 | CCJ | CAMECO CORP COM | 3.74% | - | 867,482 | $9.76M | $11.25 | No quote |
| 12 | GILD | GILEAD SCIENCES INC COM | 3.70% | Reduce -38.7% | 136,224 | $9.65M | $70.84 | No quote |
| 13 | MCK | MCKESSON CORP COM | 3.64% | - | 71,090 | $9.48M | $133.39 | No quote |
| 14 | MCHP | MICROCHIP TECHNOLOGY COM | 3.45% | - | 98,968 | $9M | $90.95 | No quote |
| 15 | DWDP | DOWDUPONT INC | 2.95% | Reduce -0.1% | 116,792 | $7.7M | No quote | No quote |
| 16 | CTSH | COGNIZANT TECH SOLUTIONS - A | 2.86% | - | 94,534 | $7.47M | $78.99 | No quote |
| 17 | BIIB | BIOGEN IDEC INC COM | 2.80% | - | 25,171 | $7.31M | $290.25 | No quote |
| 18 | AZO | AUTOZONE INC COM | 2.79% | - | 10,835 | $7.27M | $670.97 | No quote |
| 19 | NPSNY | NASPERS LTD SPON ADR SA | 2.68% | Reduce -0.0% | 139,625 | $7M | No quote | No quote |
| 20 | JAZZ | JAZZ PHARMACEUTICALS PLC | 2.46% | New | 37,155 | $6.4M | $172.31 | No quote |
| 21 | PHM | Pulte Homes, Inc. | 2.27% | - | 205,951 | $5.92M | $28.75 | No quote |
| 22 | FHI | Federated Invs. PA CL B | 2.27% | - | 253,785 | $5.92M | No quote | No quote |
| 23 | CELG | CELGENE CORP COM | 2.21% | - | 72,493 | $5.76M | No quote | No quote |
| 24 | DAL | Delta Air Lines | 2.19% | Reduce -0.1% | 115,308 | $5.71M | $49.54 | No quote |
| 25 | THO | Thor Industries Inc. | 1.67% | - | 44,793 | $4.36M | $97.38 | No quote |
| 26 | GMLP | GOLAR LNG PARTNERS LP COM UNIT | 1.50% | - | 253,035 | $3.91M | No quote | No quote |
| 27 | GME | GAMESTOP CORP NEW CL A | 1.46% | - | 260,753 | $3.8M | No quote | No quote |
| 28 | LCI | LANNETT INC COM | 1.42% | Reduce -0.1% | 272,442 | $3.71M | No quote | No quote |
| 29 | GLOP | GASLOG PARTNERS LP UNIT LTD PT | 1.09% | - | 119,505 | $2.85M | No quote | No quote |
| 30 | NLY | Annaly Capital Management | 0.92% | - | 233,049 | $2.4M | No quote | No quote |
| 31 | PKW | INVESCO BUYBACK ACHIEVERS ETF | 0.79% | New | 36,381 | $2.07M | No quote | No quote |
| 32 | AMLP | ALERIAN MLP ETF | 0.73% | - | 187,742 | $1.9M | $10.10 | No quote |
| 33 | PFE | Pfizer Inc | 0.38% | Add +0.9% | 27,485 | $997K | $36.27 | No quote |
| 34 | RUSHB | Rush Enterprises CLB | 0.10% | - | 5,666 | $249K | $43.95 | No quote |
| 35 | EGO | ELDORADO GOLD CORP NEW COM | 0.00% | - | 10,000 | $10K | $1.00 | No quote |
| 37 | PKW | POWERSHARES BUYBACK ACHIEVERS | - | Sold | 0 | $0 | No quote | No quote |
| 36 | BMY | BRISTOL-MYERS SQUIBB CO | - | Sold | 0 | $0 | No quote | No quote |
Options positions
Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.