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 29 of 31 rows. Rows without a quote are marked unavailable.
| 1 | EQT | EQT CORP | 6.50% | - | 445,715 | $18.33M | $41.13 | |
| 2 | MCK | MCKESSON CORP | 5.80% | - | 38,325 | $16.38M | $427.31 | |
| 3 | SLB | SCHLUMBERGER LTD | 5.43% | - | 311,735 | $15.31M | $49.12 | |
| 4 | MTZ | MASTEC INC | 5.34% | - | 127,819 | $15.08M | $117.97 | |
| 5 | RUSHA | RUSH ENTERPRISES INC | 5.16% | - | 239,731 | $14.56M | $60.74 | |
| 6 | AVGO | BROADCOM INC | 4.93% | - | 16,035 | $13.91M | $867.43 | |
| 7 | OXY | OCCIDENTAL PETE CORP | 4.85% | - | 232,872 | $13.69M | $58.80 | |
| 8 | KEX | KIRBY CORP | 4.56% | - | 167,205 | $12.87M | $76.95 | |
| 9 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.55% | - | 37,646 | $12.84M | $341.00 | |
| 10 | UNH | UNITEDHEALTH GROUP INC | 4.21% | - | 24,730 | $11.89M | $480.64 | |
| 11 | NMIH | NMI HLDGS INC | 4.17% | - | 455,821 | $11.77M | $25.82 | |
| 12 | AAPL | APPLE INC | 4.15% | - | 60,370 | $11.71M | $193.97 | |
| 13 | DOW | DOW INC | 4.11% | - | 217,893 | $11.6M | $53.26 | |
| 14 | MSFT | MICROSOFT CORP | 3.73% | - | 30,892 | $10.52M | $340.54 | |
| 15 | KRE | SPDR SER TR | 3.61% | - | 249,235 | $10.18M | $40.83 | |
| 16 | MCHP | MICROCHIP TECHNOLOGY INC. | 3.55% | - | 111,744 | $10.01M | $89.59 | |
| 17 | BMY | BRISTOL-MYERS SQUIBB CO | 2.94% | - | 129,569 | $8.29M | $63.95 | |
| 18 | CVS | CVS HEALTH CORP | 2.71% | - | 110,695 | $7.65M | $69.13 | |
| 19 | BGCP | BGC PARTNERS INC | 2.46% | - | 1,567,592 | $6.94M | No quote | No quote |
| 20 | AMLP | ALPS ETF TR | 2.43% | - | 174,555 | $6.84M | $39.21 | No quote |
| 21 | FNV | FRANCO NEV CORP | 2.41% | - | 47,783 | $6.81M | $142.60 | |
| 22 | RGLD | ROYAL GOLD INC | 2.31% | - | 56,859 | $6.53M | $114.78 | |
| 23 | WAB | WABTEC | 2.15% | - | 55,327 | $6.07M | $109.67 | |
| 24 | RIG | TRANSOCEAN LTD | 2.13% | - | 855,992 | $6M | $7.01 | |
| 25 | PHM | PULTE GROUP INC | 1.50% | - | 54,519 | $4.24M | $77.68 | |
| 26 | TMHC | TAYLOR MORRISON HOME CORP | 1.48% | - | 85,789 | $4.18M | $48.77 | |
| 27 | TGNA | TEGNA INC | 1.21% | - | 209,438 | $3.4M | No quote | No quote |
| 28 | GLD | SPDR GOLD TR | 1.17% | - | 18,485 | $3.3M | $178.27 | |
| 29 | EPD | ENTERPRISE PRODS PARTNERS L | 0.23% | - | 24,855 | $654.93K | $26.35 | |
| 30 | RUSHB | RUSH ENTERPRISES INC | 0.15% | - | 6,335 | $431.16K | $68.06 | No quote |
| 31 | XOM | EXXON MOBIL CORP | 0.07% | - | 1,952 | $209.35K | $107.25 |