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 25 of 29 rows. Rows without a quote are marked unavailable.
| 1 | EQT | EQT CORP | 8.12% | Add +0.4% | 446,292 | $18.19M | $40.75 | |
| 2 | OXY | OCCIDENTAL PETE CORP | 6.40% | Add +0.5% | 233,163 | $14.33M | $61.45 | |
| 3 | MCK | MCKESSON CORP | 5.80% | Add +0.8% | 38,209 | $12.99M | $339.87 | |
| 4 | UNH | UNITEDHEALTH GROUP INC | 5.58% | Add +0.9% | 24,736 | $12.49M | $505.05 | |
| 5 | SPDN | DIREXION SHS ETF TR | 5.21% | New | 652,921 | $11.67M | No quote | No quote |
| 6 | SLB | SCHLUMBERGER LTD | 5.04% | Add +1.3% | 314,502 | $11.29M | $35.90 | |
| 7 | RUSHA | RUSH ENTERPRISES INC | 4.71% | - | 240,406 | $10.54M | $43.86 | |
| 8 | CVS | CVS HEALTH CORP | 4.68% | Add +1.0% | 110,001 | $10.49M | $95.37 | |
| 9 | AMLP | ALPS ETF TR | 4.64% | Add +1.1% | 284,057 | $10.39M | $36.56 | No quote |
| 10 | KEX | KIRBY CORP | 4.47% | Add +0.4% | 164,549 | $10M | $60.77 | |
| 11 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.46% | Add +0.5% | 37,394 | $9.99M | $267.02 | |
| 12 | DOW | DOW INC | 4.28% | Add +0.4% | 218,157 | $9.58M | $43.93 | |
| 13 | BMY | BRISTOL-MYERS SQUIBB CO | 4.09% | Add +0.9% | 128,753 | $9.15M | $71.09 | |
| 14 | TEN | TENNECO INC | 3.69% | Reduce -13.9% | 475,114 | $8.26M | No quote | No quote |
| 15 | MTZ | MASTEC INC | 3.64% | Add +0.3% | 128,341 | $8.15M | $63.50 | |
| 16 | AAPL | APPLE INC | 3.41% | Add +0.0% | 55,322 | $7.65M | $138.21 | |
| 17 | MSFT | MICROSOFT CORP | 3.25% | Add +0.1% | 31,285 | $7.29M | $232.89 | |
| 18 | AVGO | BROADCOM INC | 3.19% | Add +0.1% | 16,096 | $7.15M | $444.02 | |
| 19 | MCHP | MICROCHIP TECHNOLOGY INC. | 3.06% | Add +0.2% | 112,136 | $6.84M | $61.03 | |
| 20 | NMIH | NMI HLDGS INC | 2.67% | Add +0.4% | 293,580 | $5.98M | $20.37 | |
| 21 | FNV | FRANCO NEV CORP | 2.04% | Add +8.1% | 38,314 | $4.58M | $119.49 | |
| 22 | WAB | WABTEC | 2.01% | Add +0.2% | 55,466 | $4.51M | $81.35 | |
| 23 | RGLD | ROYAL GOLD INC | 1.96% | Add +11.3% | 46,855 | $4.4M | $93.82 | |
| 24 | CCJ | CAMECO CORP | 1.92% | Add +0.3% | 162,123 | $4.3M | $26.51 | |
| 25 | GLD | SPDR GOLD TR | 1.28% | Add +26.2% | 18,485 | $2.86M | $154.67 | |
| 26 | EPD | ENTERPRISE PRODS PARTNERS L | 0.26% | - | 24,855 | $591K | $23.78 | |
| 27 | RUSHB | RUSH ENTERPRISES INC | 0.14% | - | 6,507 | $312K | $47.95 | No quote |
| 29 | PFE | PFIZER INC | - | Sold | 0 | $0 | No quote | No quote |
| 28 | MS | MORGAN STANLEY | - | Sold | 0 | $0 | No quote | No quote |