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 31 of 38 rows. Rows without a quote are marked unavailable.
| 1 | WCC | WESCO INTL INC | 5.36% | Reduce -0.1% | 130,575 | $14.5M | $111.03 | |
| 2 | RUSHA | RUSH ENTERPRISES INC | 5.20% | Add +0.2% | 317,711 | $14.06M | $44.24 | |
| 3 | MCHP | MICROCHIP TECHNOLOGY INC. | 5.11% | Reduce -0.1% | 94,911 | $13.83M | $145.69 | |
| 4 | DOW | DOW INC | 5.01% | Reduce -3.5% | 217,319 | $13.54M | $62.31 | |
| 5 | MCK | MCKESSON CORP | 4.92% | Reduce -7.8% | 65,548 | $13.31M | $203.12 | |
| 6 | MSFT | MICROSOFT CORP | 4.85% | Add +0.0% | 44,701 | $13.1M | $293.08 | |
| 7 | AAPL | APPLE INC | 4.42% | Add +0.1% | 79,609 | $11.96M | $150.18 | |
| 8 | MTZ | MASTEC INC | 4.32% | Reduce -22.9% | 128,634 | $11.69M | $90.86 | |
| 9 | AVGO | BROADCOM INC | 4.32% | Reduce -0.0% | 24,370 | $11.67M | $478.70 | |
| 10 | BFH | ALLIANCE DATA SYSTEMS CORP | 4.15% | Reduce -0.1% | 124,920 | $11.22M | $89.80 | |
| 11 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.95% | Add +0.1% | 36,975 | $10.69M | $289.09 | |
| 12 | MTH | MERITAGE HOMES CORP | 3.93% | Reduce -18.5% | 96,637 | $10.63M | $110.02 | |
| 13 | UNH | UNITEDHEALTH GROUP INC | 3.81% | Add +0.1% | 24,412 | $10.3M | $421.76 | |
| 14 | CVS | CVS HEALTH CORP | 3.48% | Add +0.3% | 108,645 | $9.4M | $86.47 | |
| 15 | TEN | TENNECO INC | 3.46% | Add +0.0% | 575,419 | $9.35M | No quote | No quote |
| 16 | KEX | KIRBY CORP | 3.39% | Reduce -0.0% | 164,851 | $9.17M | $55.60 | |
| 17 | AMLP | ALPS ETF TR | 3.36% | Add +8.8% | 280,436 | $9.1M | $32.43 | No quote |
| 18 | BMY | BRISTOL-MYERS SQUIBB CO | 3.20% | Add +0.2% | 125,419 | $8.65M | $68.96 | |
| 19 | SLB | SCHLUMBERGER LTD | 3.12% | Add +73.0% | 310,376 | $8.44M | $27.19 | |
| 20 | NMIH | NMI HLDGS INC | 2.70% | Add +0.3% | 330,061 | $7.29M | $22.10 | |
| 21 | LEN | LENNAR CORP | 2.64% | Reduce -26.8% | 68,294 | $7.14M | $104.58 | |
| 22 | LMT | LOCKHEED MARTIN CORP | 2.58% | Add +0.6% | 19,319 | $6.99M | $361.61 | |
| 23 | GLD | SPDR GOLD TR | 2.57% | Reduce -12.7% | 41,537 | $6.94M | $166.96 | |
| 24 | BIIB | BIOGEN INC | 2.35% | Add +0.2% | 18,184 | $6.36M | $349.81 | |
| 25 | CCJ | CAMECO CORP | 2.23% | Reduce -2.3% | 375,775 | $6.04M | $16.07 | |
| 26 | WAB | WABTEC | 1.81% | Add +0.6% | 55,276 | $4.89M | $88.48 | |
| 27 | FNV | FRANCO NEV CORP | 1.17% | Add +20.1% | 20,853 | $3.18M | $152.30 | |
| 28 | RGLD | ROYAL GOLD INC | 1.02% | Add +22.2% | 24,350 | $2.76M | $113.43 | |
| 29 | PFE | PFIZER INC | 0.45% | Add +2.7% | 24,379 | $1.23M | $50.41 | |
| 30 | MS | MORGAN STANLEY | 0.41% | - | 10,805 | $1.11M | $102.92 | |
| 31 | EQC | EQUITY COMWLTH | 0.37% | New | 38,348 | $1.01M | No quote | No quote |
| 32 | EPD | ENTERPRISE PRODS PARTNERS L | 0.20% | - | 24,855 | $552K | $22.21 | |
| 33 | RUSHB | RUSH ENTERPRISES INC | 0.11% | Add +0.7% | 6,742 | $285K | $42.27 | No quote |
| 38 | JAZZ | JAZZ PHARMACEUTICALS PLC | - | Sold | 0 | $0 | No quote | No quote |
| 37 | GILD | GILEAD SCIENCES INC | - | Sold | 0 | $0 | No quote | No quote |
| 36 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | - | Sold | 0 | $0 | No quote | No quote |
| 35 | BMYRT | BRISTOL-MYERS SQUIBB CO | - | Sold | 0 | $0 | No quote | No quote |
| 34 | BIDU | BAIDU INC | - | Sold | 0 | $0 | No quote | No quote |