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 28 of 32 rows. Rows without a quote are marked unavailable.
| 1 | RUSHA | RUSH ENTERPRISES INC | 6.05% | Add +0.7% | 367,713 | $18.5M | $50.30 | |
| 2 | MCK | MCKESSON CORP | 5.83% | Add +0.6% | 38,482 | $17.82M | $462.98 | |
| 3 | AVGO | BROADCOM INC | 5.71% | Reduce -2.0% | 15,631 | $17.45M | $1116.25 | |
| 4 | EQT | EQT CORP | 5.66% | Add +0.5% | 447,752 | $17.31M | $38.66 | |
| 5 | SLB | SCHLUMBERGER LTD | 5.33% | Add +0.6% | 313,245 | $16.3M | $52.04 | |
| 6 | OXY | OCCIDENTAL PETE CORP | 4.59% | Add +0.7% | 235,119 | $14.04M | $59.71 | |
| 7 | NMIH | NMI HLDGS INC | 4.46% | Add +0.8% | 459,533 | $13.64M | $29.68 | |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.42% | Add +0.8% | 37,849 | $13.5M | $356.66 | |
| 9 | KEX | KIRBY CORP | 4.32% | Add +0.8% | 168,207 | $13.2M | $78.48 | |
| 10 | UNH | UNITEDHEALTH GROUP INC | 4.29% | Add +0.7% | 24,919 | $13.12M | $526.47 | |
| 11 | BGC | BGC GROUP INC | 4.04% | Add +1.0% | 1,711,927 | $12.36M | $7.22 | |
| 12 | DOW | DOW INC | 3.98% | Add +0.8% | 221,932 | $12.17M | $54.84 | |
| 13 | AAPL | APPLE INC | 3.81% | Reduce -1.7% | 60,434 | $11.64M | $192.53 | |
| 14 | MSFT | MICROSOFT CORP | 3.80% | Reduce -1.0% | 30,928 | $11.63M | $376.04 | |
| 15 | TGNA | TEGNA INC | 3.39% | Add +57.0% | 677,641 | $10.37M | No quote | No quote |
| 16 | MCHP | MICROCHIP TECHNOLOGY INC. | 3.29% | - | 111,635 | $10.07M | $90.18 | |
| 17 | PHM | PULTE GROUP INC | 3.26% | Add +0.9% | 96,568 | $9.97M | $103.22 | |
| 18 | MTZ | MASTEC INC | 3.24% | Add +1.0% | 131,009 | $9.92M | $75.72 | |
| 19 | URI | UNITED RENTALS INC | 2.82% | Add +1.5% | 15,040 | $8.62M | $573.42 | |
| 20 | TMHC | TAYLOR MORRISON HOME CORP | 2.66% | Add +1.1% | 152,532 | $8.14M | $53.35 | |
| 21 | WAB | WABTEC | 2.57% | Add +1.5% | 61,962 | $7.86M | $126.90 | |
| 22 | AMLP | ALPS ETF TR | 2.43% | - | 174,555 | $7.42M | $42.52 | No quote |
| 23 | RGLD | ROYAL GOLD INC | 2.27% | Add +1.0% | 57,485 | $6.95M | $120.96 | |
| 24 | BMY | BRISTOL-MYERS SQUIBB CO | 2.21% | Add +1.6% | 131,760 | $6.76M | $51.31 | |
| 25 | RIG | TRANSOCEAN LTD | 2.03% | Add +1.7% | 976,758 | $6.2M | $6.35 | |
| 26 | NEM | NEWMONT CORP | 1.94% | New | 143,601 | $5.94M | $41.39 | |
| 27 | GLD | SPDR GOLD TR | 1.20% | Add +2.2% | 19,121 | $3.66M | $191.17 | |
| 28 | EPD | ENTERPRISE PRODS PARTNERS L | 0.21% | - | 24,855 | $654.93K | $26.35 | |
| 29 | RUSHB | RUSH ENTERPRISES INC | 0.16% | - | 9,501 | $503.36K | $52.98 | No quote |
| 32 | TMO | THERMO FISHER SCIENTIFIC INC | - | Sold | 0 | $0 | No quote | No quote |
| 31 | KRE | SPDR SER TR | - | Sold | 0 | $0 | No quote | No quote |
| 30 | FNV | FRANCO NEV CORP | - | Sold | 0 | $0 | No quote | No quote |