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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Live quotes available for 24 of 38 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | Apple Computer Inc. | 8.77% | Reduce -0.6% | 90,240 | $20.37M | $225.74 | No quote |
| 2 | MSFT | Microsoft Corp | 7.98% | Reduce -0.4% | 162,102 | $18.54M | $114.37 | No quote |
| 3 | BFH | ALLIANCE DATA SYS CORP COM | 7.12% | Reduce -0.6% | 70,078 | $16.55M | $236.17 | No quote |
| 4 | UNH | UnitedHealth Group Inc. | 6.67% | Reduce -0.5% | 58,221 | $15.49M | $266.04 | No quote |
| 5 | ESRX | EXPRESS SCRIPTS HLDG COM | 5.26% | Reduce -0.6% | 128,695 | $12.23M | No quote | No quote |
| 6 | CE | CELANESE CORP-SERIES A | 4.94% | Reduce -0.6% | 100,686 | $11.48M | $114.00 | No quote |
| 7 | GILD | GILEAD SCIENCES INC COM | 4.50% | Reduce -0.6% | 135,401 | $10.45M | $77.21 | No quote |
| 8 | RUSHA | Rush Enterprises CLA | 4.26% | - | 252,012 | $9.91M | $39.31 | No quote |
| 9 | CCJ | CAMECO CORP COM | 4.23% | Reduce -0.6% | 862,495 | $9.83M | $11.40 | No quote |
| 10 | GLD | SPDR GOLD TRUST GOLD SHS | 4.07% | Reduce -0.6% | 83,871 | $9.46M | $112.76 | No quote |
| 11 | MCK | MCKESSON CORP COM | 4.04% | Reduce -0.5% | 70,742 | $9.38M | $132.65 | No quote |
| 12 | AZO | AUTOZONE INC COM | 3.60% | Reduce -0.6% | 10,774 | $8.36M | $775.66 | No quote |
| 13 | MCHP | MICROCHIP TECHNOLOGY COM | 3.34% | Reduce -0.8% | 98,227 | $7.75M | $78.91 | No quote |
| 14 | DWDP | DOWDUPONT INC | 3.21% | Reduce -0.7% | 115,938 | $7.46M | No quote | No quote |
| 15 | CTSH | COGNIZANT TECH SOLUTIONS - A | 3.12% | Reduce -0.5% | 94,052 | $7.26M | $77.15 | No quote |
| 16 | AYI | ACUITY BRANDS INC | 2.97% | New | 43,873 | $6.9M | $157.20 | No quote |
| 17 | DAL | Delta Air Lines | 2.86% | Reduce -0.3% | 115,015 | $6.65M | $57.83 | No quote |
| 18 | BIIB | BIOGEN IDEC INC COM | 2.79% | Reduce -27.0% | 18,368 | $6.49M | $353.33 | No quote |
| 19 | CELG | CELGENE CORP COM | 2.78% | Reduce -0.5% | 72,116 | $6.45M | No quote | No quote |
| 20 | JAZZ | JAZZ PHARMACEUTICALS PLC | 2.67% | Reduce -0.5% | 36,971 | $6.22M | $168.13 | No quote |
| 21 | FHI | Federated Invs. PA CL B | 2.62% | Reduce -0.7% | 251,935 | $6.08M | No quote | No quote |
| 22 | GME | GAMESTOP CORP NEW CL A | 1.71% | Reduce -0.4% | 259,636 | $3.97M | No quote | No quote |
| 23 | GMLP | GOLAR LNG PARTNERS LP COM UNIT | 1.50% | Reduce -3.6% | 243,825 | $3.49M | No quote | No quote |
| 24 | GLOP | GASLOG PARTNERS LP UNIT LTD PT | 1.28% | Reduce -0.5% | 118,925 | $2.97M | No quote | No quote |
| 25 | NLY | Annaly Capital Management | 1.01% | Reduce -1.2% | 230,184 | $2.36M | No quote | No quote |
| 26 | PKW | INVESCO BUYBACK ACHIEVERS ETF | 0.93% | Reduce -2.8% | 35,363 | $2.16M | No quote | No quote |
| 27 | AMLP | ALERIAN MLP ETF | 0.83% | Reduce -3.6% | 180,969 | $1.93M | $10.68 | No quote |
| 28 | PFE | Pfizer Inc | 0.50% | Reduce -3.8% | 26,430 | $1.17M | $44.08 | No quote |
| 29 | THO | Thor Industries Inc. | 0.35% | Reduce -78.3% | 9,700 | $812K | $83.71 | No quote |
| 30 | RUSHB | Rush Enterprises CLB | 0.10% | - | 5,666 | $226K | $39.89 | No quote |
| 31 | EGO | ELDORADO GOLD CORP NEW COM | 0.00% | - | 10,000 | $9K | $0.90 | No quote |
| 36 | TCEHY | TENCENT HOLDINGS LTD-UNS ADR | - | Sold | 0 | $0 | No quote | No quote |
| 35 | PHM | Pulte Homes, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 34 | ON | ON SEMICONDUCTOR CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 33 | NPSNY | NASPERS LTD SPON ADR SA | - | Sold | 0 | $0 | No quote | No quote |
| 32 | LCI | LANNETT INC COM | - | 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.