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 33 rows. Rows without a quote are marked unavailable.
| 1 | MTH | MERITAGE HOMES CORP | 6.76% | Add +0.0% | 118,222 | $13.05M | $110.39 | |
| 2 | GLD | SPDR GOLD TR | 6.39% | Add +0.1% | 69,654 | $12.34M | $177.12 | |
| 3 | DOW | DOW INC | 5.48% | Add +0.4% | 225,114 | $10.59M | $47.05 | |
| 4 | MCK | MCKESSON CORP | 5.46% | Add +0.4% | 70,851 | $10.55M | $148.93 | |
| 5 | MCHP | MICROCHIP TECHNOLOGY INC. | 5.08% | Add +0.4% | 95,377 | $9.8M | $102.76 | |
| 6 | RUSHA | RUSH ENTERPRISES INC | 5.04% | Add +0.6% | 192,686 | $9.74M | $50.54 | |
| 7 | MSFT | MICROSOFT CORP | 4.84% | Reduce -46.1% | 44,445 | $9.35M | $210.33 | |
| 8 | AAPL | APPLE INC | 4.74% | Reduce -49.5%4:1 split | 79,051 | $9.16M | $115.81 | |
| 9 | AVGO | BROADCOM INC | 4.58% | Add +0.6% | 24,297 | $8.85M | $364.32 | |
| 10 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.05% | Add +0.8% | 36,689 | $7.81M | $212.95 | |
| 11 | LEN | LENNAR CORP | 3.92% | Add +0.4% | 92,633 | $7.57M | $81.68 | |
| 12 | UNH | UNITEDHEALTH GROUP INC | 3.91% | Add +0.8% | 24,234 | $7.56M | $311.75 | |
| 13 | BMY | BRISTOL-MYERS SQUIBB CO | 3.88% | Add +0.8% | 124,225 | $7.49M | $60.29 | |
| 14 | LMT | LOCKHEED MARTIN CORP | 3.78% | Add +0.8% | 19,039 | $7.3M | $383.27 | |
| 15 | JAZZ | JAZZ PHARMACEUTICALS PLC | 3.71% | Add +1.0% | 50,247 | $7.17M | $142.60 | |
| 16 | MTZ | MASTEC INC | 3.64% | Add +80.3% | 166,476 | $7.03M | $42.20 | |
| 17 | CVS | CVS HEALTH CORP | 3.25% | Add +0.9% | 107,459 | $6.28M | $58.40 | |
| 18 | NMIH | NMI HLDGS INC | 3.01% | Add +1.3% | 326,607 | $5.81M | $17.80 | |
| 19 | BFH | ALLIANCE DATA SYSTEMS CORP | 2.70% | Add +1.1% | 124,271 | $5.22M | $41.98 | |
| 20 | BIIB | BIOGEN INC | 2.65% | Add +1.3% | 18,053 | $5.12M | $283.66 | |
| 21 | AMLP | ALPS ETF TR | 2.64% | Add +0.9% | 254,756 | $5.09M | $19.98 | No quote |
| 22 | TEN | TENNECO INC | 2.04% | Add +401.5%1:5 reverse | 566,454 | $3.93M | No quote | No quote |
| 23 | CCJ | CAMECO CORP | 2.01% | Add +1.2% | 384,244 | $3.88M | $10.10 | |
| 24 | WAB | WABTEC | 1.74% | Add +1.7% | 54,193 | $3.35M | $61.87 | |
| 25 | GILD | GILEAD SCIENCES INC | 1.64% | Add +1.5% | 50,160 | $3.17M | $63.20 | |
| 26 | KEX | KIRBY CORP | 1.62% | New | 86,495 | $3.13M | $36.18 | |
| 27 | PFE | PFIZER INC | 0.45% | Reduce -0.7% | 23,767 | $872K | $36.69 | |
| 28 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 0.29% | Add +33.9% | 8,006 | $556K | $69.45 | |
| 29 | MS | MORGAN STANLEY | 0.27% | - | 10,805 | $522K | $48.31 | |
| 30 | EPD | ENTERPRISE PRODS PARTNERS L | 0.20% | - | 24,855 | $392K | $15.77 | |
| 31 | RUSHB | RUSH ENTERPRISES INC | 0.11% | New | 4,585 | $203K | $44.27 | No quote |
| 32 | BMYRT | BRISTOL-MYERS SQUIBB CO | 0.08% | Reduce -0.2% | 69,996 | $157K | No quote | No quote |
| 33 | GMLP | GOLAR LNG PARTNERS LP | 0.05% | Reduce -82.5% | 44,960 | $91K | No quote | No quote |