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 35 rows. Rows without a quote are marked unavailable.
| 1 | WCC | WESCO INTL INC | 5.97% | Reduce -0.3% | 130,199 | $17.13M | $131.59 | |
| 2 | MCK | MCKESSON CORP | 5.67% | Reduce -0.1% | 65,500 | $16.28M | $248.56 | |
| 3 | MSFT | MICROSOFT CORP | 5.24% | Reduce -0.1% | 44,675 | $15.03M | $336.32 | |
| 4 | MCHP | MICROCHIP TECHNOLOGY INC. | 5.07% | Reduce -11.9%2:1 split | 167,222 | $14.56M | $87.06 | |
| 5 | AVGO | BROADCOM INC | 5.07% | Reduce -10.3% | 21,852 | $14.54M | $665.43 | |
| 6 | AAPL | APPLE INC | 4.92% | Reduce -0.1% | 79,565 | $14.13M | $177.57 | |
| 7 | RUSHA | RUSH ENTERPRISES INC | 4.64% | Reduce -24.7% | 239,346 | $13.32M | $55.64 | |
| 8 | DOW | DOW INC | 4.29% | Reduce -0.0% | 217,226 | $12.32M | $56.72 | |
| 9 | UNH | UNITEDHEALTH GROUP INC | 4.27% | Reduce -0.1% | 24,396 | $12.25M | $502.13 | |
| 10 | MTZ | MASTEC INC | 4.13% | Reduce -0.1% | 128,539 | $11.86M | $92.28 | |
| 11 | MTH | MERITAGE HOMES CORP | 4.11% | Reduce -0.1% | 96,574 | $11.79M | $122.06 | |
| 12 | CVS | CVS HEALTH CORP | 3.91% | Reduce -0.0% | 108,633 | $11.21M | $103.16 | |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.85% | Reduce -0.0% | 36,971 | $11.05M | $298.99 | |
| 14 | KEX | KIRBY CORP | 3.41% | Reduce -0.1% | 164,716 | $9.79M | $59.42 | |
| 15 | EQT | EQT CORP | 3.38% | New | 444,283 | $9.69M | $21.81 | |
| 16 | SLB | SCHLUMBERGER LTD | 3.24% | Reduce -0.1% | 310,127 | $9.29M | $29.95 | |
| 17 | AMLP | ALPS ETF TR | 3.20% | Reduce -0.1% | 280,200 | $9.17M | $32.74 | No quote |
| 18 | BFH | ALLIANCE DATA SYSTEMS CORP | 2.90% | Reduce -20.3%1.253:1 split | 124,816 | $8.31M | $66.57 | |
| 19 | LEN | LENNAR CORP | 2.76% | Reduce -0.1% | 68,236 | $7.93M | $116.16 | |
| 20 | BMY | BRISTOL-MYERS SQUIBB CO | 2.74% | Add +0.5% | 125,987 | $7.86M | $62.35 | |
| 21 | NMIH | NMI HLDGS INC | 2.52% | Add +0.3% | 330,870 | $7.23M | $21.85 | |
| 22 | LMT | LOCKHEED MARTIN CORP | 2.41% | Add +0.6% | 19,427 | $6.91M | $355.43 | |
| 23 | TEN | TENNECO INC | 2.26% | Reduce -0.1% | 574,720 | $6.49M | No quote | No quote |
| 24 | WAB | WABTEC | 1.77% | Reduce -0.1% | 55,193 | $5.08M | $92.11 | |
| 25 | FNV | FRANCO NEV CORP | 1.68% | Add +67.1% | 34,839 | $4.82M | $138.29 | |
| 26 | RGLD | ROYAL GOLD INC | 1.52% | Add +69.8% | 41,334 | $4.35M | $105.22 | |
| 27 | CCJ | CAMECO CORP | 1.22% | Reduce -57.2% | 160,916 | $3.51M | $21.81 | |
| 28 | EQC | EQUITY COMWLTH | 1.02% | Reduce -0.1% | 112,855 | $2.92M | No quote | No quote |
| 29 | GLD | SPDR GOLD TR | 0.94% | Reduce -62.1% | 15,745 | $2.69M | $170.97 | |
| 30 | LYLT | LOYALTY VENTURES INC | 0.52% | New | 49,222 | $1.48M | No quote | No quote |
| 31 | PFE | PFIZER INC | 0.50% | - | 24,379 | $1.44M | $59.07 | |
| 32 | MS | MORGAN STANLEY | 0.37% | - | 10,805 | $1.06M | $98.20 | |
| 33 | PKW | INVESCO EXCHANGE TRADED FD T | 0.19% | New | 5,699 | $550K | No quote | No quote |
| 34 | EPD | ENTERPRISE PRODS PARTNERS L | 0.19% | - | 24,855 | $546K | $21.97 | |
| 35 | RUSHB | RUSH ENTERPRISES INC | 0.13% | - | 6,742 | $364K | $53.99 | No quote |