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 26 of 29 rows. Rows without a quote are marked unavailable.
| 1 | SLB | SCHLUMBERGER LTD | 7.12% | Reduce -0.1% | 314,208 | $16.8M | $53.46 | |
| 2 | EQT | EQT CORP | 6.39% | Reduce -0.1% | 445,841 | $15.08M | $33.83 | |
| 3 | OXY | OCCIDENTAL PETE CORP | 6.22% | Reduce -0.1% | 232,926 | $14.67M | $62.99 | |
| 4 | MCK | MCKESSON CORP | 6.08% | Add +0.1% | 38,249 | $14.35M | $375.12 | |
| 5 | PSQ | PROSHARES TR | 5.64% | New | 904,875 | $13.32M | No quote | No quote |
| 6 | UNH | UNITEDHEALTH GROUP INC | 5.56% | Add +0.1% | 24,755 | $13.12M | $530.18 | |
| 7 | RUSHA | RUSH ENTERPRISES INC | 5.32% | - | 240,406 | $12.57M | $52.28 | |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.90% | Add +0.1% | 37,430 | $11.56M | $308.90 | |
| 9 | DOW | DOW INC | 4.65% | Reduce -0.1% | 217,958 | $10.98M | $50.39 | |
| 10 | MTZ | MASTEC INC | 4.64% | Reduce -0.1% | 128,217 | $10.94M | $85.33 | |
| 11 | AMLP | ALPS ETF TR | 4.59% | Add +0.1% | 284,317 | $10.82M | $38.07 | No quote |
| 12 | KEX | KIRBY CORP | 4.48% | Reduce -0.1% | 164,395 | $10.58M | $64.35 | |
| 13 | CVS | CVS HEALTH CORP | 4.35% | Add +0.1% | 110,123 | $10.26M | $93.19 | |
| 14 | BMY | BRISTOL-MYERS SQUIBB CO | 3.93% | Add +0.1% | 128,950 | $9.28M | $71.95 | |
| 15 | AVGO | BROADCOM INC | 3.81% | Reduce -0.1% | 16,080 | $8.99M | $559.13 | |
| 16 | MCHP | MICROCHIP TECHNOLOGY INC. | 3.33% | Reduce -0.1% | 112,024 | $7.87M | $70.25 | |
| 17 | MSFT | MICROSOFT CORP | 3.18% | Reduce -0.1% | 31,264 | $7.5M | $239.82 | |
| 18 | AAPL | APPLE INC | 3.04% | Reduce -0.1% | 55,266 | $7.18M | $129.93 | |
| 19 | NMIH | NMI HLDGS INC | 2.60% | Reduce -0.1% | 293,384 | $6.13M | $20.90 | |
| 20 | WAB | WABTEC | 2.34% | Reduce -0.1% | 55,433 | $5.53M | $99.81 | |
| 21 | RGLD | ROYAL GOLD INC | 2.24% | Add +0.2% | 46,932 | $5.29M | $112.72 | |
| 22 | FNV | FRANCO NEV CORP | 2.22% | Add +0.2% | 38,385 | $5.24M | $136.48 | |
| 23 | CCJ | CAMECO CORP | 1.56% | Reduce -0.1% | 161,964 | $3.67M | $22.67 | |
| 24 | GLD | SPDR GOLD TR | 1.32% | Reduce -0.3% | 18,432 | $3.13M | $169.64 | |
| 25 | EPD | ENTERPRISE PRODS PARTNERS L | 0.25% | - | 24,855 | $599.5K | $24.12 | |
| 26 | RUSHB | RUSH ENTERPRISES INC | 0.15% | Reduce -3.9% | 6,255 | $351.97K | $56.27 | No quote |
| 27 | XOM | EXXON MOBIL CORP | 0.09% | New | 1,952 | $215.31K | $110.30 | |
| 29 | TEN | TENNECO INC | - | Sold | 0 | $0 | No quote | No quote |
| 28 | SPDN | DIREXION SHS ETF TR | - | Sold | 0 | $0 | No quote | No quote |