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 30 of 34 rows. Rows without a quote are marked unavailable.
| 1 | SLB | SCHLUMBERGER LTD | 6.26% | Reduce -0.1% | 311,302 | $18.15M | $58.30 | |
| 2 | EQT | EQT CORP | 6.24% | Reduce -0.1% | 445,382 | $18.07M | $40.58 | |
| 3 | MCK | MCKESSON CORP | 5.74% | Reduce -0.1% | 38,267 | $16.64M | $434.85 | |
| 4 | OXY | OCCIDENTAL PETE CORP | 5.23% | Add +0.2% | 233,412 | $15.14M | $64.88 | |
| 5 | RUSHA | RUSH ENTERPRISES INC | 5.14% | Add +1.5%1.5:1 split | 365,051 | $14.91M | $40.83 | |
| 6 | KEX | KIRBY CORP | 4.77% | Reduce -0.2% | 166,908 | $13.82M | $82.80 | |
| 7 | AVGO | BROADCOM INC | 4.57% | Reduce -0.5% | 15,956 | $13.25M | $830.58 | |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.54% | Reduce -0.2% | 37,560 | $13.16M | $350.30 | |
| 9 | UNH | UNITEDHEALTH GROUP INC | 4.30% | Add +0.0% | 24,738 | $12.47M | $504.19 | |
| 10 | NMIH | NMI HLDGS INC | 4.26% | Add +0.0% | 455,885 | $12.35M | $27.09 | |
| 11 | DOW | DOW INC | 3.92% | Add +1.0% | 220,058 | $11.35M | $51.56 | |
| 12 | AAPL | APPLE INC | 3.63% | Add +1.9% | 61,484 | $10.53M | $171.21 | |
| 13 | KRE | SPDR SER TR | 3.59% | - | 249,235 | $10.41M | $41.77 | |
| 14 | MSFT | MICROSOFT CORP | 3.40% | Add +1.1% | 31,228 | $9.86M | $315.75 | |
| 15 | MTZ | MASTEC INC | 3.22% | Add +1.4% | 129,677 | $9.33M | $71.97 | |
| 16 | BGC | BGC GROUP INC | 3.09% | New | 1,695,392 | $8.95M | $5.28 | |
| 17 | MCHP | MICROCHIP TECHNOLOGY INC. | 3.01% | Reduce -0.1% | 111,635 | $8.71M | $78.05 | |
| 18 | RIG | TRANSOCEAN LTD | 2.72% | Add +12.2% | 960,677 | $7.89M | $8.21 | |
| 19 | BMY | BRISTOL-MYERS SQUIBB CO | 2.60% | Add +0.1% | 129,732 | $7.53M | $58.04 | |
| 20 | AMLP | ALPS ETF TR | 2.54% | - | 174,555 | $7.37M | $42.20 | No quote |
| 21 | PHM | PULTE GROUP INC | 2.45% | Add +75.6% | 95,743 | $7.09M | $74.05 | |
| 22 | URI | UNITED RENTALS INC | 2.27% | New | 14,823 | $6.59M | $444.57 | |
| 23 | WAB | WABTEC | 2.24% | Add +10.4% | 61,058 | $6.49M | $106.27 | |
| 24 | TMHC | TAYLOR MORRISON HOME CORP | 2.22% | Add +75.9% | 150,937 | $6.43M | $42.61 | |
| 25 | FNV | FRANCO NEV CORP | 2.20% | Add +0.1% | 47,811 | $6.38M | $133.49 | |
| 26 | TGNA | TEGNA INC | 2.17% | Add +106.0% | 431,541 | $6.29M | No quote | No quote |
| 27 | RGLD | ROYAL GOLD INC | 2.09% | Add +0.1% | 56,891 | $6.05M | $106.33 | |
| 28 | GLD | SPDR GOLD TR | 1.11% | Add +1.2% | 18,710 | $3.21M | $171.45 | |
| 29 | EPD | ENTERPRISE PRODS PARTNERS L | 0.23% | - | 24,855 | $680.28K | $27.37 | |
| 30 | RUSHB | RUSH ENTERPRISES INC | 0.15% | Add +50.0% | 9,501 | $430.3K | $45.29 | No quote |
| 31 | TMO | THERMO FISHER SCIENTIFIC INC | 0.08% | New | 450 | $227.78K | $506.17 | |
| 34 | XOM | EXXON MOBIL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 33 | CVS | CVS HEALTH CORP | - | Sold | 0 | $0 | No quote | No quote |
| 32 | BGCP | BGC PARTNERS INC | - | Sold | 0 | $0 | No quote | No quote |