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 29 rows. Rows without a quote are marked unavailable.
| 1 | AVGO | BROADCOM INC | 6.12% | Add +1.6% | 15,885 | $21.05M | $1325.41 | |
| 2 | MCK | MCKESSON CORP | 6.03% | Add +0.5% | 38,691 | $20.77M | $536.85 | |
| 3 | RUSHA | RUSH ENTERPRISES INC | 5.77% | Add +1.0% | 371,239 | $19.87M | $53.52 | |
| 4 | SLB | SCHLUMBERGER LTD | 5.02% | Add +0.6% | 315,176 | $17.27M | $54.81 | |
| 5 | EQT | EQT CORP | 4.85% | Add +0.6% | 450,628 | $16.7M | $37.07 | |
| 6 | KEX | KIRBY CORP | 4.69% | Add +0.7% | 169,314 | $16.14M | $95.32 | |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.66% | Add +0.9% | 38,183 | $16.06M | $420.52 | |
| 8 | OXY | OCCIDENTAL PETE CORP | 4.48% | Add +1.0% | 237,383 | $15.43M | $64.99 | |
| 9 | NMIH | NMI HLDGS INC | 4.36% | Add +1.1% | 464,338 | $15.02M | $32.34 | |
| 10 | BGC | BGC GROUP INC | 3.92% | Add +1.4% | 1,735,480 | $13.48M | $7.77 | |
| 11 | MSFT | MICROSOFT CORP | 3.89% | Add +3.0% | 31,863 | $13.41M | $420.72 | |
| 12 | DOW | DOW INC | 3.77% | Add +1.0% | 224,122 | $12.98M | $57.93 | |
| 13 | UNH | UNITEDHEALTH GROUP INC | 3.62% | Add +1.1% | 25,205 | $12.47M | $494.70 | |
| 14 | MTZ | MASTEC INC | 3.60% | Add +1.5% | 132,990 | $12.4M | $93.25 | |
| 15 | PHM | PULTE GROUP INC | 3.43% | Add +1.3% | 97,864 | $11.8M | $120.62 | |
| 16 | URI | UNITED RENTALS INC | 3.21% | Add +1.9% | 15,329 | $11.05M | $721.11 | |
| 17 | AAPL | APPLE INC | 3.12% | Add +3.6% | 62,604 | $10.74M | $171.48 | |
| 18 | MCHP | MICROCHIP TECHNOLOGY INC. | 3.04% | Add +4.6% | 116,779 | $10.48M | $89.71 | |
| 19 | RGLD | ROYAL GOLD INC | 3.04% | Add +49.4% | 85,899 | $10.46M | $121.81 | |
| 20 | TGNA | TEGNA INC | 2.99% | Add +1.6% | 688,293 | $10.28M | No quote | No quote |
| 21 | NEM | NEWMONT CORP | 2.90% | Add +94.3% | 278,949 | $10M | $35.84 | |
| 22 | TMHC | TAYLOR MORRISON HOME CORP | 2.79% | Add +1.4% | 154,730 | $9.62M | $62.17 | |
| 23 | WAB | WABTEC | 2.66% | Add +1.4% | 62,814 | $9.15M | $145.68 | |
| 24 | AMLP | ALPS ETF TR | 2.41% | - | 174,555 | $8.28M | $47.46 | No quote |
| 25 | BMY | BRISTOL-MYERS SQUIBB CO | 2.13% | Add +2.5% | 135,045 | $7.32M | $54.23 | |
| 26 | RIG | TRANSOCEAN LTD | 1.84% | Add +3.5% | 1,010,498 | $6.35M | $6.28 | |
| 27 | GLD | SPDR GOLD TR | 1.29% | Add +13.2% | 21,643 | $4.45M | $205.72 | |
| 28 | EPD | ENTERPRISE PRODS PARTNERS L | 0.21% | - | 24,855 | $725.27K | $29.18 | |
| 29 | RUSHB | RUSH ENTERPRISES INC | 0.15% | - | 9,501 | $506.31K | $53.29 | No quote |