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 35 of 38 rows. Rows without a quote are marked unavailable.
| 1 | RUSHA | RUSH ENTERPRISES INC | 5.29% | Add +9.7%1.5:1 split | 317,074 | $13.13M | $41.42 | |
| 2 | MCHP | MICROCHIP TECHNOLOGY INC. | 5.28% | Reduce -0.4% | 94,983 | $13.12M | $138.11 | |
| 3 | DOW | DOW INC | 5.03% | Add +0.0% | 225,130 | $12.5M | $55.50 | |
| 4 | MCK | MCKESSON CORP | 4.97% | Add +0.3% | 71,055 | $12.36M | $173.92 | |
| 5 | MTZ | MASTEC INC | 4.58% | Add +0.2% | 166,770 | $11.37M | $68.18 | |
| 6 | AVGO | BROADCOM INC | 4.30% | Add +0.3% | 24,380 | $10.68M | $437.86 | |
| 7 | AAPL | APPLE INC | 4.25% | Add +0.7% | 79,565 | $10.56M | $132.68 | |
| 8 | WCC | WESCO INTL INC | 4.13% | New | 130,683 | $10.26M | $78.50 | |
| 9 | MSFT | MICROSOFT CORP | 4.00% | Add +0.6% | 44,695 | $9.94M | $222.42 | |
| 10 | MTH | MERITAGE HOMES CORP | 3.95% | Add +0.3% | 118,588 | $9.82M | $82.82 | |
| 11 | BFH | ALLIANCE DATA SYSTEMS CORP | 3.73% | Add +0.7% | 125,102 | $9.27M | $74.10 | |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.44% | Add +0.6% | 36,919 | $8.56M | $231.86 | |
| 13 | UNH | UNITEDHEALTH GROUP INC | 3.44% | Add +0.6% | 24,378 | $8.55M | $350.69 | |
| 14 | KEX | KIRBY CORP | 3.44% | Add +90.7% | 164,903 | $8.55M | $51.83 | |
| 15 | GLD | SPDR GOLD TR | 3.41% | Reduce -31.7% | 47,559 | $8.48M | $178.37 | |
| 16 | JAZZ | JAZZ PHARMACEUTICALS PLC | 3.35% | Add +0.4% | 50,460 | $8.33M | $165.04 | |
| 17 | BMY | BRISTOL-MYERS SQUIBB CO | 3.12% | Add +0.7% | 125,138 | $7.76M | $62.03 | |
| 18 | NMIH | NMI HLDGS INC | 3.00% | Add +0.8% | 329,197 | $7.46M | $22.65 | |
| 19 | CVS | CVS HEALTH CORP | 2.98% | Add +0.8% | 108,311 | $7.4M | $68.30 | |
| 20 | LEN | LENNAR CORP | 2.86% | Add +0.7% | 93,245 | $7.11M | $76.23 | |
| 21 | LMT | LOCKHEED MARTIN CORP | 2.74% | Add +0.9% | 19,209 | $6.82M | $354.99 | |
| 22 | AMLP | ALPS ETF TR | 2.66% | Add +1.1% | 257,692 | $6.61M | $25.66 | No quote |
| 23 | TEN | TENNECO INC | 2.45% | Add +1.6% | 575,377 | $6.1M | No quote | No quote |
| 24 | BIDU | BAIDU INC | 2.35% | New | 27,033 | $5.85M | $216.25 | |
| 25 | CCJ | CAMECO CORP | 2.07% | Add +0.1% | 384,551 | $5.15M | $13.40 | |
| 26 | BIIB | BIOGEN INC | 1.79% | Add +0.5% | 18,147 | $4.44M | $244.83 | |
| 27 | WAB | WABTEC | 1.62% | Add +1.4% | 54,964 | $4.02M | $73.19 | |
| 28 | SLB | SCHLUMBERGER LTD | 1.58% | New | 179,410 | $3.92M | $21.83 | |
| 29 | GILD | GILEAD SCIENCES INC | 1.19% | Add +1.3% | 50,803 | $2.96M | $58.26 | |
| 30 | FNV | FRANCO NEV CORP | 0.88% | New | 17,368 | $2.18M | $125.35 | |
| 31 | RGLD | ROYAL GOLD INC | 0.85% | New | 19,924 | $2.12M | $106.35 | |
| 32 | PFE | PFIZER INC | 0.35% | Reduce -5.2%1.054:1 split | 23,739 | $874K | $36.82 | |
| 33 | MS | MORGAN STANLEY | 0.30% | - | 10,805 | $740K | $68.49 | |
| 34 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 0.30% | Add +12.4% | 8,998 | $737K | $81.91 | |
| 35 | EPD | ENTERPRISE PRODS PARTNERS L | 0.20% | - | 24,855 | $487K | $19.59 | |
| 36 | RUSHB | RUSH ENTERPRISES INC | 0.10% | Add +46.0% | 6,694 | $254K | $37.94 | No quote |
| 37 | BMYRT | BRISTOL-MYERS SQUIBB CO | 0.02% | Reduce -0.8% | 69,403 | $48K | No quote | No quote |
| 38 | GMLP | GOLAR LNG PARTNERS LP | - | Sold | 0 | $0 | No quote | No quote |