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 33 of 76 rows. Rows without a quote are marked unavailable.
| 1 | BFH | ALLIANCE DATA SYS CORP COM | 6.96% | Reduce -29.3% | 121,330 | $34.71M | $286.05 | No quote |
| 2 | JPM | J.P. Morgan Chase & Co. | 4.51% | Reduce -21.9% | 359,535 | $22.5M | $62.58 | No quote |
| 3 | GILD | GILEAD SCIENCES INC COM | 4.14% | Add +6.1% | 218,945 | $20.64M | $94.26 | No quote |
| 4 | DCH | AMERICAN AXLE & MFG COM | 3.77% | Add +36.7% | 833,380 | $18.83M | $22.59 | No quote |
| 5 | COV | COVIDIEN PLC SHS | 3.73% | Reduce -0.3% | 181,650 | $18.58M | No quote | No quote |
| 6 | STT | State Street Corp | 3.72% | Reduce -0.9% | 236,093 | $18.53M | $78.50 | No quote |
| 7 | 04270V | ARRIS GROUP INC NEW COM | 3.60% | Reduce -1.6% | 594,110 | $17.94M | No quote | No quote |
| 8 | LNC | LINCOLN NATL CORP IND COM | 3.56% | - | 308,235 | $17.78M | $57.67 | No quote |
| 9 | BRK-B | Berkshire Hathaway CL B | 3.39% | Reduce -0.1% | 112,675 | $16.92M | $150.15 | No quote |
| 10 | AAPL | Apple Computer Inc. | 3.34% | Add +51.1% | 150,828 | $16.65M | $110.38 | No quote |
| 11 | CE | CELANESE CORP-SERIES A | 3.23% | New | 268,235 | $16.08M | $59.96 | No quote |
| 12 | C | Citigroup Inc. | 3.03% | Reduce -15.3% | 279,400 | $15.12M | $54.11 | No quote |
| 13 | SAH | SONIC AUTOMOTIVE INC CL A | 2.90% | Reduce -6.3% | 535,185 | $14.47M | No quote | No quote |
| 14 | HBI | HANESBRANDS INC COM | 2.86% | Reduce -0.4% | 127,775 | $14.26M | No quote | No quote |
| 15 | AIG | American International Group | 2.83% | Reduce -29.1% | 251,950 | $14.11M | $56.01 | No quote |
| 16 | ALGT | ALLEGIANT TRAVEL CO | 2.82% | - | 93,540 | $14.06M | $150.33 | No quote |
| 17 | DAL | Delta Air Lines | 2.62% | Reduce -64.9% | 265,390 | $13.06M | $49.19 | No quote |
| 18 | SAVE | SPIRIT AIRLS INC COM | 2.52% | Reduce -9.2% | 166,589 | $12.59M | No quote | No quote |
| 19 | BMY | Bristol Myers Squibb | 2.51% | Reduce -0.1% | 212,290 | $12.53M | $59.03 | No quote |
| 20 | DTV | DIRECTV GROUP INC COM | 2.49% | Reduce -26.0% | 143,343 | $12.43M | No quote | No quote |
| 21 | MS | Morgan Stanley | 2.49% | - | 319,970 | $12.42M | $38.80 | No quote |
| 22 | RUSHA | Rush Enterprises CLA | 2.47% | - | 385,002 | $12.34M | $32.05 | No quote |
| 23 | TEVA | TEVA PHARMACEUTCL INDS ADR | 2.03% | Reduce -0.3% | 176,385 | $10.14M | $57.51 | No quote |
| 24 | CELG | CELGENE CORP COM | 1.93% | Reduce -41.3% | 86,240 | $9.65M | No quote | No quote |
| 25 | DFS | DISCOVER FINL SVCS COM | 1.89% | Add +223.9% | 144,070 | $9.44M | No quote | No quote |
| 26 | MSFT | Microsoft Corp | 1.77% | Reduce -4.9% | 190,315 | $8.84M | $46.45 | No quote |
| 27 | EZCH | EZCHIP SEMICONDUCTOR | 1.55% | Reduce -0.6% | 403,855 | $7.73M | No quote | No quote |
| 28 | NSR | NEUSTAR INC CL A | 1.40% | - | 251,625 | $7M | No quote | No quote |
| 29 | ABG | ASBURY AUTOMOTIVE GP COM | 1.33% | Reduce -29.1% | 87,605 | $6.65M | $75.92 | No quote |
| 30 | AAL | AMERICAN AIRLINES GROUP INC | 1.32% | New | 123,035 | $6.6M | $53.63 | No quote |
| 31 | ORCL | Oracle Corp | 1.29% | Reduce -73.7% | 143,255 | $6.44M | $44.97 | No quote |
| 32 | OLED | UNIVERSAL DISPLAY CORP COM | 1.18% | Reduce -0.1% | 211,505 | $5.87M | No quote | No quote |
| 33 | PKW | POWERSHARES ETF TRUST DYNA BUY | 1.16% | Reduce -0.3% | 120,330 | $5.78M | No quote | No quote |
| 34 | ON | ON SEMICONDUCTOR CORP COM | 1.03% | Add +64.8% | 508,455 | $5.15M | $10.13 | No quote |
| 35 | REXX | REX ENERGY CORP | 1.00% | Add +9.8% | 976,090 | $4.98M | No quote | No quote |
| 36 | WCIC | WCI CMNTYS INC COM PAR $0.01 | 0.97% | - | 247,244 | $4.84M | No quote | No quote |
| 37 | LSCC | LATTICE SEMICONDUCTOR CORP | 0.82% | Reduce -0.1% | 590,240 | $4.07M | $6.89 | No quote |
| 38 | BXE | BELLATRIX EXPLORATION COM | 0.59% | Add +29.8% | 803,455 | $2.93M | No quote | No quote |
| 39 | NLY | Annaly Mortgage Management | 0.55% | Reduce -1.3% | 255,155 | $2.76M | No quote | No quote |
| 40 | RUSHB | Rush Enterprises CLB | 0.53% | - | 93,502 | $2.63M | $28.16 | No quote |
| 41 | GM | General Motors Co. | 0.49% | Reduce -69.2% | 69,420 | $2.42M | $34.90 | No quote |
| 42 | MHR | MAGNUM HUNTER RES CORP COM | 0.44% | Add +3.5% | 699,005 | $2.2M | No quote | No quote |
| 43 | GE | General Electric | 0.37% | Reduce -11.0% | 73,110 | $1.85M | $25.26 | No quote |
| 44 | - | CALL MICROSOFT CORP $28 EXP 01CUSIP 4345707 | 0.35% | Reduce -56.7% | 1,000 | $1.74M | No quote | No quote |
| 45 | PFE | Pfizer Inc | 0.24% | Reduce -2.8% | 38,409 | $1.2M | $31.14 | No quote |
| 46 | ISSC | INNOVATIVE SOLTNS&SUPP COM | 0.24% | Reduce -7.1% | 375,244 | $1.19M | No quote | No quote |
| 47 | - | CALL GENERAL MOTORS CO $35 EXPCUSIP BBG005KHN | 0.22% | Add +37.4% | 3,546 | $1.12M | No quote | No quote |
| 48 | IBM | International Business Machine | 0.16% | Reduce -1.6% | 5,090 | $817K | $160.51 | No quote |
| 49 | EGO | ELDORADO GOLD CORP NEW COM | 0.15% | Reduce -3.1% | 126,450 | $769K | $6.08 | No quote |
| 50 | BWP | BOARDWALK PIPELIN PTNR UT LTD | 0.15% | Add +63.9% | 41,300 | $734K | No quote | No quote |
| 51 | PHM | Pulte Homes, Inc. | 0.12% | - | 27,900 | $599K | $21.47 | No quote |
| 52 | MGNX | MACROGENICS INC COM | 0.12% | Reduce -1.5% | 16,725 | $587K | No quote | No quote |
| 53 | WPRT | WESTPORT INNOVATIONS COM NEW | 0.11% | Reduce -71.6% | 150,000 | $561K | No quote | No quote |
| 54 | HAL | Halliburton Co. | 0.10% | Reduce -95.1% | 12,330 | $485K | $39.34 | No quote |
| 55 | QTWWQ | QUANTUM FUEL SYS TECH COM NEW | 0.09% | Reduce -11.3% | 220,000 | $460K | No quote | No quote |
| 56 | MHRPRD | MAGNUM HUNTER RES CORP CUM PFD | 0.09% | New | 12,895 | $438K | No quote | No quote |
| 57 | - | CALL CISCO SYSTEMS $22 EXP 01/CUSIP 4675088 | 0.07% | - | 552 | $328K | No quote | No quote |
| 58 | DSL | DOUBLELINE INCOME SOLU COM | 0.07% | Add +8.4% | 16,350 | $325K | No quote | No quote |
| 59 | DSPG | DSP GROUP INC COM | 0.06% | - | 27,860 | $303K | No quote | No quote |
| 61 | DSXPRB | DIANA SHIPPING INC PERP PFD SE | 0.06% | - | 12,530 | $301K | No quote | No quote |
| 60 | - | CALL CIGNA CORP $52.5 EXP 01/1CUSIP 4104888 | 0.06% | - | 60 | $301K | No quote | No quote |
| 62 | AB | ALLIANCEBERNSTEIN HLDG UNIT LT | 0.06% | - | 11,550 | $298K | No quote | No quote |
| 63 | ACAS | AMERICAN CAPITAL LTD | 0.06% | - | 19,300 | $282K | No quote | No quote |
| 64 | TNK | TEEKAY TANKERS LTD CL A | 0.05% | New | 51,795 | $262K | No quote | No quote |
| 65 | QUIK | QUICKLOGIC CORP COM | 0.05% | New | 82,925 | $260K | No quote | No quote |
| 66 | MUHLX | Muhlenkamp Fund | 0.05% | Add +1.9% | 3,870 | $230K | No quote | No quote |
| 67 | - | CALL ANNALY CAP MGMT INC $10 ECUSIP 0000A2CJ0 | 0.04% | Reduce -0.9% | 2,177 | $222K | No quote | No quote |
| 68 | PAAS | PAN AMERICAN SILVER CP COM | 0.04% | Add +2.5% | 20,710 | $191K | $9.22 | No quote |
| 69 | CECO | CAREER EDUCATION CORP COM | 0.03% | - | 24,700 | $172K | $6.96 | No quote |
| 70 | ZIXI | ZIX CORP COM | 0.01% | - | 13,295 | $48K | No quote | No quote |
| 71 | AMSLF | FLYHT AEROSPACE SOLUTI COM | 0.00% | - | 22,000 | $7K | No quote | No quote |
| 76 | CLNE | CLEAN ENERGY FUELS CRP COM | - | Sold | 0 | $0 | No quote | No quote |
| 75 | CSCO | Cisco Systems Inc | - | Sold | 0 | $0 | No quote | No quote |
| 74 | CBI | CHICAGO BRIDGE & IRON COM | - | Sold | 0 | $0 | No quote | No quote |
| 73 | - | CALL AMERICAN CAPITAL LTD 12 ECUSIP 4180324 | - | Sold | 0 | $0 | No quote | No quote |
| 72 | APGI | AMERICAN POWER GROUP CORP | - | Sold | 0 | $0 | No quote | No quote |