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 27 of 36 rows. Rows without a quote are marked unavailable.
| 1 | EQT | EQT CORP | 7.16% | Reduce -0.5% | 444,702 | $15.3M | $34.40 | |
| 2 | OXY | OCCIDENTAL PETE CORP | 6.40% | Reduce -0.3% | 231,962 | $13.66M | $58.88 | |
| 3 | UNH | UNITEDHEALTH GROUP INC | 5.90% | Add +0.2% | 24,524 | $12.6M | $513.62 | |
| 4 | MCK | MCKESSON CORP | 5.79% | Reduce -42.2% | 37,924 | $12.37M | $326.20 | |
| 5 | RUSHA | RUSH ENTERPRISES INC | 5.43% | - | 240,406 | $11.59M | $48.20 | |
| 6 | DOW | DOW INC | 5.25% | Reduce -0.3% | 217,376 | $11.22M | $51.61 | |
| 7 | SLB | SCHLUMBERGER LTD | 5.20% | Reduce -0.2% | 310,543 | $11.11M | $35.76 | |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.76% | Add +0.2% | 37,194 | $10.16M | $273.03 | |
| 9 | CVS | CVS HEALTH CORP | 4.73% | Reduce -0.1% | 108,923 | $10.09M | $92.66 | |
| 10 | KEX | KIRBY CORP | 4.67% | Reduce -0.9% | 163,915 | $9.97M | $60.84 | |
| 11 | BMY | BRISTOL-MYERS SQUIBB CO | 4.60% | Add +0.5% | 127,556 | $9.82M | $77.00 | |
| 12 | AMLP | ALPS ETF TR | 4.53% | Reduce -0.2% | 281,100 | $9.68M | $34.45 | No quote |
| 13 | TEN | TENNECO INC | 4.44% | Reduce -1.6% | 552,169 | $9.48M | No quote | No quote |
| 14 | MTZ | MASTEC INC | 4.29% | Reduce -0.9% | 127,895 | $9.17M | $71.66 | |
| 15 | MSFT | MICROSOFT CORP | 3.76% | Reduce -0.2% | 31,241 | $8.02M | $256.84 | |
| 16 | AVGO | BROADCOM INC | 3.66% | Reduce -0.4% | 16,073 | $7.81M | $485.78 | |
| 17 | AAPL | APPLE INC | 3.54% | Reduce -0.4% | 55,317 | $7.56M | $136.72 | |
| 18 | MCHP | MICROCHIP TECHNOLOGY INC. | 3.04% | Reduce -0.4% | 111,873 | $6.5M | $58.08 | |
| 19 | NMIH | NMI HLDGS INC | 2.28% | Reduce -12.2% | 292,528 | $4.87M | $16.65 | |
| 20 | FNV | FRANCO NEV CORP | 2.18% | Add +0.7% | 35,453 | $4.67M | $131.58 | |
| 21 | WAB | WABTEC | 2.13% | Reduce -0.3% | 55,375 | $4.55M | $82.08 | |
| 22 | RGLD | ROYAL GOLD INC | 2.11% | Add +0.7% | 42,103 | $4.5M | $106.79 | |
| 23 | CCJ | CAMECO CORP | 1.59% | Reduce -0.4% | 161,565 | $3.4M | $21.02 | |
| 24 | GLD | SPDR GOLD TR | 1.16% | Reduce -5.9% | 14,645 | $2.47M | $168.45 | |
| 25 | PFE | PFIZER INC | 0.59% | Reduce -0.9% | 24,164 | $1.27M | $52.43 | |
| 26 | MS | MORGAN STANLEY | 0.38% | - | 10,805 | $822K | $76.08 | |
| 27 | EPD | ENTERPRISE PRODS PARTNERS L | 0.28% | - | 24,855 | $606K | $24.38 | |
| 28 | RUSHB | RUSH ENTERPRISES INC | 0.15% | - | 6,507 | $323K | $49.64 | No quote |
| 36 | WCC | WESCO INTL INC | - | Sold | 0 | $0 | No quote | No quote |
| 35 | SPIP | SPDR SER TR | - | Sold | 0 | $0 | No quote | No quote |
| 34 | MTH | MERITAGE HOMES CORP | - | Sold | 0 | $0 | No quote | No quote |
| 33 | LYLT | LOYALTY VENTURES INC | - | Sold | 0 | $0 | No quote | No quote |
| 32 | LMT | LOCKHEED MARTIN CORP | - | Sold | 0 | $0 | No quote | No quote |
| 31 | LEN | LENNAR CORP | - | Sold | 0 | $0 | No quote | No quote |
| 30 | PKW | INVESCO EXCHANGE TRADED FD T | - | Sold | 0 | $0 | No quote | No quote |
| 29 | EQC | EQUITY COMWLTH | - | Sold | 0 | $0 | No quote | No quote |