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 37 rows. Rows without a quote are marked unavailable.
| 1 | MCK | MCKESSON CORP | 6.99% | Add +0.1% | 65,585 | $20.08M | $306.14 | |
| 2 | EQT | EQT CORP | 5.35% | Add +0.6% | 446,813 | $15.38M | $34.41 | |
| 3 | DOW | DOW INC | 4.84% | Add +0.4% | 218,078 | $13.9M | $63.72 | |
| 4 | OXY | OCCIDENTAL PETE CORP | 4.60% | New | 232,607 | $13.2M | $56.74 | |
| 5 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.56% | Add +0.4% | 37,116 | $13.1M | $352.92 | |
| 6 | SLB | SCHLUMBERGER LTD | 4.48% | Add +0.4% | 311,297 | $12.86M | $41.31 | |
| 7 | UNH | UNITEDHEALTH GROUP INC | 4.35% | Add +0.3% | 24,481 | $12.49M | $509.99 | |
| 8 | RUSHA | RUSH ENTERPRISES INC | 4.26% | Add +0.4% | 240,406 | $12.24M | $50.91 | |
| 9 | KEX | KIRBY CORP | 4.16% | Add +0.4% | 165,399 | $11.94M | $72.19 | |
| 10 | MTZ | MASTEC INC | 3.91% | Add +0.4% | 129,059 | $11.24M | $87.10 | |
| 11 | CVS | CVS HEALTH CORP | 3.84% | Add +0.4% | 109,037 | $11.04M | $101.21 | |
| 12 | AMLP | ALPS ETF TR | 3.76% | Add +0.5% | 281,693 | $10.79M | $38.30 | No quote |
| 13 | TEN | TENNECO INC | 3.58% | Reduce -2.4% | 561,219 | $10.28M | No quote | No quote |
| 14 | WCC | WESCO INTL INC | 3.58% | Reduce -39.4% | 78,911 | $10.27M | $130.13 | |
| 15 | AVGO | BROADCOM INC | 3.54% | Reduce -26.2% | 16,133 | $10.16M | $629.70 | |
| 16 | AAPL | APPLE INC | 3.38% | Reduce -30.2% | 55,527 | $9.7M | $174.62 | |
| 17 | MSFT | MICROSOFT CORP | 3.36% | Reduce -29.9% | 31,315 | $9.66M | $308.32 | |
| 18 | BMY | BRISTOL-MYERS SQUIBB CO | 3.23% | Add +0.7% | 126,906 | $9.27M | $73.03 | |
| 19 | LMT | LOCKHEED MARTIN CORP | 3.01% | Add +0.9% | 19,605 | $8.65M | $441.42 | |
| 20 | MCHP | MICROCHIP TECHNOLOGY INC. | 2.94% | Reduce -32.9% | 112,275 | $8.44M | $75.14 | |
| 21 | MTH | MERITAGE HOMES CORP | 2.68% | Add +0.6% | 97,114 | $7.69M | $79.23 | |
| 22 | NMIH | NMI HLDGS INC | 2.39% | Add +0.7% | 333,281 | $6.87M | $20.62 | |
| 23 | RGLD | ROYAL GOLD INC | 2.06% | Add +1.2% | 41,824 | $5.91M | $141.28 | |
| 24 | FNV | FRANCO NEV CORP | 1.96% | Add +1.1% | 35,213 | $5.62M | $159.51 | |
| 25 | LEN | LENNAR CORP | 1.95% | Add +0.9% | 68,866 | $5.59M | $81.17 | |
| 26 | WAB | WABTEC | 1.86% | Add +0.6% | 55,542 | $5.34M | $96.16 | |
| 27 | CCJ | CAMECO CORP | 1.64% | Add +0.8% | 162,168 | $4.72M | $29.10 | |
| 28 | EQC | EQUITY COMWLTH | 1.11% | Add +0.4% | 113,328 | $3.2M | No quote | No quote |
| 29 | GLD | SPDR GOLD TR | 0.98% | Reduce -1.2% | 15,561 | $2.81M | $180.64 | |
| 30 | PFE | PFIZER INC | 0.44% | - | 24,379 | $1.26M | $51.77 | |
| 31 | MS | MORGAN STANLEY | 0.33% | - | 10,805 | $944K | $87.37 | |
| 32 | LYLT | LOYALTY VENTURES INC | 0.29% | Add +1.7% | 50,047 | $827K | No quote | No quote |
| 33 | EPD | ENTERPRISE PRODS PARTNERS L | 0.22% | - | 24,855 | $642K | $25.83 | |
| 34 | PKW | INVESCO EXCHANGE TRADED FD T | 0.18% | - | 5,699 | $516K | No quote | No quote |
| 35 | RUSHB | RUSH ENTERPRISES INC | 0.11% | Reduce -3.5% | 6,507 | $315K | $48.41 | No quote |
| 36 | SPIP | SPDR SER TR | 0.08% | New | 7,797 | $236K | No quote | No quote |
| 37 | BFH | ALLIANCE DATA SYSTEMS CORP | - | Sold | 0 | $0 | No quote | No quote |