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 34 rows. Rows without a quote are marked unavailable.
| 1 | MCHP | MICROCHIP TECHNOLOGY INC. | 5.22% | Add +0.2% | 95,091 | $14.24M | $149.74 | |
| 2 | DOW | DOW INC | 5.05% | Add +0.2% | 217,712 | $13.78M | $63.28 | |
| 3 | RUSHA | RUSH ENTERPRISES INC | 5.04% | - | 317,711 | $13.74M | $43.24 | |
| 4 | MTZ | MASTEC INC | 5.03% | Add +0.4% | 129,175 | $13.71M | $106.10 | |
| 5 | WCC | WESCO INTL INC | 4.93% | Add +0.2% | 130,793 | $13.45M | $102.82 | |
| 6 | BFH | ALLIANCE DATA SYSTEMS CORP | 4.78% | Add +0.2% | 125,135 | $13.04M | $104.19 | |
| 7 | MCK | MCKESSON CORP | 4.60% | Add +0.1% | 65,631 | $12.55M | $191.24 | |
| 8 | MSFT | MICROSOFT CORP | 4.45% | Add +0.2% | 44,776 | $12.13M | $270.90 | |
| 9 | AVGO | BROADCOM INC | 4.27% | Add +0.2% | 24,411 | $11.64M | $476.83 | |
| 10 | TEN | TENNECO INC | 4.08% | Add +0.2% | 576,371 | $11.14M | No quote | No quote |
| 11 | AAPL | APPLE INC | 4.01% | Add +0.2% | 79,742 | $10.92M | $136.95 | |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.78% | Add +0.2% | 37,033 | $10.29M | $277.91 | |
| 13 | AMLP | ALPS ETF TR | 3.75% | Add +0.2% | 280,887 | $10.23M | $36.41 | No quote |
| 14 | KEX | KIRBY CORP | 3.67% | Add +0.2% | 165,126 | $10.01M | $60.64 | |
| 15 | SLB | SCHLUMBERGER LTD | 3.65% | Add +0.2% | 310,901 | $9.95M | $32.01 | |
| 16 | UNH | UNITEDHEALTH GROUP INC | 3.59% | Add +0.2% | 24,453 | $9.79M | $400.44 | |
| 17 | MTH | MERITAGE HOMES CORP | 3.34% | Add +0.2% | 96,801 | $9.11M | $94.08 | |
| 18 | CVS | CVS HEALTH CORP | 3.33% | Add +0.2% | 108,834 | $9.08M | $83.44 | |
| 19 | BMY | BRISTOL-MYERS SQUIBB CO | 3.08% | Add +0.2% | 125,623 | $8.39M | $66.82 | |
| 20 | NMIH | NMI HLDGS INC | 2.73% | Add +0.2% | 330,608 | $7.43M | $22.48 | |
| 21 | LMT | LOCKHEED MARTIN CORP | 2.69% | Add +0.2% | 19,349 | $7.32M | $378.37 | |
| 22 | CCJ | CAMECO CORP | 2.67% | Add +1.0% | 379,585 | $7.28M | $19.18 | |
| 23 | GLD | SPDR GOLD TR | 2.53% | Add +0.2% | 41,637 | $6.9M | $165.62 | |
| 24 | LEN | LENNAR CORP | 2.49% | Add +0.2% | 68,408 | $6.8M | $99.35 | |
| 25 | BIIB | BIOGEN INC | 2.31% | Add +0.2% | 18,218 | $6.31M | $346.25 | |
| 26 | WAB | WABTEC | 1.67% | Add +0.1% | 55,358 | $4.56M | $82.30 | |
| 27 | FNV | FRANCO NEV CORP | 1.11% | Add +0.1% | 20,882 | $3.03M | $145.05 | |
| 28 | RGLD | ROYAL GOLD INC | 1.02% | Add +0.1% | 24,383 | $2.78M | $114.10 | |
| 29 | MS | MORGAN STANLEY | 0.36% | - | 10,805 | $991K | $91.72 | |
| 30 | PFE | PFIZER INC | 0.35% | - | 24,379 | $955K | $39.17 | |
| 31 | EPD | ENTERPRISE PRODS PARTNERS L | 0.22% | - | 24,855 | $600K | $24.14 | |
| 32 | RUSHB | RUSH ENTERPRISES INC | 0.10% | Add +3.4% | 6,974 | $266K | $38.14 | No quote |
| 33 | NVTA | INVITAE CORP | 0.08% | New | 6,390 | $216K | No quote | No quote |
| 34 | EQC | EQUITY COMWLTH | - | Sold | 0 | $0 | No quote | No quote |