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 32 of 71 rows. Rows without a quote are marked unavailable.
| 1 | BFH | ALLIANCE DATA SYS CORP COM | 7.70% | - | 171,675 | $42.62M | $248.27 | No quote |
| 2 | JPM | J.P. Morgan Chase & Co. | 5.01% | - | 460,045 | $27.71M | $60.24 | No quote |
| 3 | DAL | Delta Air Lines | 4.93% | - | 755,415 | $27.31M | $36.15 | No quote |
| 4 | GILD | GILEAD SCIENCES INC COM | 3.97% | - | 206,350 | $21.97M | $106.45 | No quote |
| 5 | ORCL | Oracle Corp | 3.76% | - | 543,775 | $20.82M | $38.28 | No quote |
| 6 | AIG | American International Group | 3.47% | - | 355,415 | $19.2M | $54.02 | No quote |
| 7 | STT | State Street Corp | 3.17% | - | 238,198 | $17.53M | $73.61 | No quote |
| 8 | 04270V | ARRIS GROUP INC NEW COM | 3.09% | - | 603,440 | $17.11M | No quote | No quote |
| 9 | C | Citigroup Inc. | 3.09% | - | 330,055 | $17.1M | $51.82 | No quote |
| 10 | DTV | DIRECTV GROUP INC COM | 3.03% | - | 193,638 | $16.75M | No quote | No quote |
| 11 | LNC | LINCOLN NATL CORP IND COM | 2.98% | - | 308,235 | $16.52M | $53.58 | No quote |
| 12 | HAL | Halliburton Co. | 2.92% | - | 250,935 | $16.19M | $64.51 | No quote |
| 13 | COV | COVIDIEN PLC SHS | 2.85% | - | 182,180 | $15.76M | No quote | No quote |
| 14 | BRK-B | Berkshire Hathaway CL B | 2.82% | - | 112,825 | $15.59M | $138.14 | No quote |
| 15 | SAH | SONIC AUTOMOTIVE INC CL A | 2.53% | - | 570,990 | $14M | No quote | No quote |
| 16 | CELG | CELGENE CORP COM | 2.52% | - | 146,940 | $13.93M | No quote | No quote |
| 17 | HBI | HANESBRANDS INC COM | 2.49% | - | 128,310 | $13.79M | No quote | No quote |
| 18 | RUSHA | Rush Enterprises CLA | 2.33% | - | 385,002 | $12.88M | $33.45 | No quote |
| 19 | SAVE | SPIRIT AIRLS INC COM | 2.29% | - | 183,385 | $12.68M | No quote | No quote |
| 20 | ALGT | ALLEGIANT TRAVEL CO | 2.09% | - | 93,540 | $11.57M | $123.66 | No quote |
| 21 | REXX | REX ENERGY CORP | 2.04% | - | 889,235 | $11.27M | No quote | No quote |
| 22 | MS | Morgan Stanley | 2.00% | - | 319,970 | $11.06M | $34.57 | No quote |
| 23 | BMY | Bristol Myers Squibb | 1.96% | - | 212,485 | $10.88M | $51.18 | No quote |
| 24 | DCH | AMERICAN AXLE & MFG COM | 1.85% | - | 609,545 | $10.22M | $16.77 | No quote |
| 25 | AAPL | Apple Computer Inc. | 1.82% | - | 99,829 | $10.06M | $100.75 | No quote |
| 26 | EZCH | EZCHIP SEMICONDUCTOR | 1.77% | - | 406,295 | $9.8M | No quote | No quote |
| 27 | TEVA | TEVA PHARMACEUTCL INDS ADR | 1.72% | - | 176,855 | $9.51M | $53.75 | No quote |
| 28 | MSFT | Microsoft Corp | 1.68% | - | 200,190 | $9.28M | $46.36 | No quote |
| 29 | ABG | ASBURY AUTOMOTIVE GP COM | 1.44% | - | 123,500 | $7.96M | $64.42 | No quote |
| 30 | GM | General Motors Co. | 1.30% | - | 225,310 | $7.2M | $31.94 | No quote |
| 31 | CLNE | CLEAN ENERGY FUELS CRP COM | 1.25% | - | 886,845 | $6.92M | No quote | No quote |
| 32 | OLED | UNIVERSAL DISPLAY CORP COM | 1.25% | - | 211,720 | $6.91M | No quote | No quote |
| 33 | NSR | NEUSTAR INC CL A | 1.13% | - | 251,625 | $6.25M | No quote | No quote |
| 34 | WPRT | WESTPORT INNOVATIONS COM NEW | 1.00% | - | 528,177 | $5.55M | No quote | No quote |
| 35 | PKW | POWERSHARES ETF TRUST DYNA BUY | 0.98% | - | 120,745 | $5.4M | No quote | No quote |
| 36 | CBI | CHICAGO BRIDGE & IRON COM | 0.85% | - | 81,725 | $4.73M | No quote | No quote |
| 37 | WCIC | WCI CMNTYS INC COM PAR $0.01 | 0.82% | - | 247,244 | $4.56M | No quote | No quote |
| 38 | LSCC | LATTICE SEMICONDUCTOR CORP | 0.80% | - | 590,980 | $4.43M | $7.50 | No quote |
| 39 | CSCO | Cisco Systems Inc | 0.74% | - | 162,854 | $4.1M | $25.17 | No quote |
| 40 | - | CALL MICROSOFT CORP $28 EXP 01CUSIP 4345707 | 0.69% | - | 2,310 | $3.84M | No quote | No quote |
| 41 | BXE | BELLATRIX EXPLORATION COM | 0.69% | - | 618,830 | $3.81M | No quote | No quote |
| 42 | MHR | MAGNUM HUNTER RES CORP COM | 0.68% | - | 675,425 | $3.76M | No quote | No quote |
| 43 | DFS | DISCOVER FINL SVCS COM | 0.52% | - | 44,485 | $2.86M | No quote | No quote |
| 44 | NLY | Annaly Mortgage Management | 0.50% | - | 258,555 | $2.76M | No quote | No quote |
| 45 | ON | ON SEMICONDUCTOR CORP COM | 0.50% | - | 308,455 | $2.76M | $8.94 | No quote |
| 46 | RUSHB | Rush Enterprises CLB | 0.50% | - | 93,502 | $2.75M | $29.45 | No quote |
| 47 | ISSC | INNOVATIVE SOLTNS&SUPP COM | 0.38% | - | 403,794 | $2.11M | No quote | No quote |
| 48 | GE | General Electric | 0.38% | - | 82,150 | $2.11M | $25.62 | No quote |
| 49 | PFE | Pfizer Inc | 0.21% | - | 39,499 | $1.17M | $29.57 | No quote |
| 50 | - | CALL AMERICAN CAPITAL LTD 12 ECUSIP 4180324 | 0.18% | - | 4,120 | $997K | No quote | No quote |
| 51 | IBM | International Business Machine | 0.18% | - | 5,170 | $981K | $189.75 | No quote |
| 52 | QTWWQ | QUANTUM FUEL SYS TECH COM NEW | 0.17% | - | 248,125 | $923K | No quote | No quote |
| 53 | EGO | ELDORADO GOLD CORP NEW COM | 0.16% | - | 130,565 | $880K | $6.74 | No quote |
| 54 | - | CALL GENERAL MOTORS CO $35 EXPCUSIP BBG005KHN | 0.10% | - | 2,581 | $568K | No quote | No quote |
| 55 | PHM | Pulte Homes, Inc. | 0.09% | - | 27,900 | $493K | $17.67 | No quote |
| 56 | BWP | BOARDWALK PIPELIN PTNR UT LTD | 0.09% | - | 25,200 | $471K | No quote | No quote |
| 57 | MGNX | MACROGENICS INC COM | 0.06% | - | 16,975 | $355K | No quote | No quote |
| 58 | DSXPRB | DIANA SHIPPING INC PERP PFD SE | 0.06% | - | 12,530 | $328K | No quote | No quote |
| 59 | DSL | DOUBLELINE INCOME SOLU COM | 0.06% | - | 15,080 | $326K | No quote | No quote |
| 60 | AB | ALLIANCEBERNSTEIN HLDG UNIT LT | 0.05% | - | 11,550 | $300K | No quote | No quote |
| 61 | ACAS | AMERICAN CAPITAL LTD | 0.05% | - | 19,300 | $273K | No quote | No quote |
| 62 | MUHLX | Muhlenkamp Fund | 0.05% | - | 3,796 | $260K | No quote | No quote |
| 63 | DSPG | DSP GROUP INC COM | 0.04% | - | 27,860 | $247K | No quote | No quote |
| 65 | - | CALL CIGNA CORP $52.5 EXP 01/1CUSIP 4104888 | 0.04% | - | 60 | $228K | No quote | No quote |
| 64 | - | CALL ANNALY CAP MGMT INC $10 ECUSIP 0000A2CJ0 | 0.04% | - | 2,197 | $228K | No quote | No quote |
| 66 | PAAS | PAN AMERICAN SILVER CP COM | 0.04% | - | 20,210 | $222K | $10.98 | No quote |
| 67 | - | CALL CISCO SYSTEMS $22 EXP 01/CUSIP 4675088 | 0.04% | - | 552 | $221K | No quote | No quote |
| 68 | CECO | CAREER EDUCATION CORP COM | 0.02% | - | 24,700 | $125K | $5.06 | No quote |
| 69 | ZIXI | ZIX CORP COM | 0.01% | - | 13,295 | $45K | No quote | No quote |
| 70 | APGI | AMERICAN POWER GROUP CORP | 0.01% | - | 53,195 | $32K | No quote | No quote |
| 71 | AMSLF | FLYHT AEROSPACE SOLUTI COM | 0.00% | - | 22,000 | $9K | No quote | No quote |