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 30 rows. Rows without a quote are marked unavailable.
| 1 | MCK | MCKESSON CORP | 7.04% | Reduce -0.1% | 38,636 | $22.56M | $584.04 | |
| 2 | EQT | EQT CORP | 5.20% | Reduce 0.0% | 450,619 | $16.66M | $36.98 | |
| 3 | NMIH | NMI HLDGS INC | 4.93% | Reduce -0.1% | 463,995 | $15.79M | $34.04 | |
| 4 | RUSHA | RUSH ENTERPRISES INC | 4.85% | Add +0.0% | 371,384 | $15.55M | $41.87 | |
| 5 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.84% | Reduce -0.1% | 38,142 | $15.52M | $406.80 | |
| 6 | OXY | OCCIDENTAL PETE CORP | 4.67% | Reduce -0.0% | 237,296 | $14.96M | $63.03 | |
| 7 | SLB | SCHLUMBERGER LTD | 4.64% | Reduce -0.1% | 315,008 | $14.86M | $47.18 | |
| 8 | BGC | BGC GROUP INC | 4.49% | Reduce -0.1% | 1,733,468 | $14.39M | $8.30 | |
| 9 | MSFT | MICROSOFT CORP | 4.46% | Add +0.3% | 31,945 | $14.28M | $446.95 | |
| 10 | AAPL | APPLE INC | 4.13% | Add +0.4% | 62,839 | $13.24M | $210.62 | |
| 11 | AVGO | BROADCOM INC | 4.07% | Reduce -48.8% | 8,129 | $13.05M | $1605.53 | |
| 12 | UNH | UNITEDHEALTH GROUP INC | 4.01% | Add +0.0% | 25,216 | $12.84M | $509.26 | |
| 13 | DOW | DOW INC | 3.71% | Reduce -0.0% | 224,054 | $11.89M | $53.05 | |
| 14 | NEM | NEWMONT CORP | 3.65% | Add +0.2% | 279,551 | $11.7M | $41.87 | |
| 15 | KEX | KIRBY CORP | 3.62% | Reduce -42.7% | 96,947 | $11.61M | $119.73 | |
| 16 | MTZ | MASTEC INC | 3.51% | Reduce -20.9% | 105,247 | $11.26M | $106.99 | |
| 17 | PHM | PULTE GROUP INC | 3.36% | Reduce -0.0% | 97,857 | $10.77M | $110.10 | |
| 18 | RGLD | ROYAL GOLD INC | 3.36% | Add +0.2% | 86,080 | $10.77M | $125.16 | |
| 19 | MCHP | MICROCHIP TECHNOLOGY INC. | 3.35% | Add +0.3% | 117,189 | $10.72M | $91.50 | |
| 20 | URI | UNITED RENTALS INC | 3.09% | Add +0.0% | 15,331 | $9.92M | $646.73 | |
| 21 | WAB | WABTEC | 3.08% | Reduce -0.7% | 62,353 | $9.85M | $158.05 | |
| 22 | TGNA | TEGNA INC | 3.00% | Add +0.1% | 689,334 | $9.61M | No quote | No quote |
| 23 | TMHC | TAYLOR MORRISON HOME CORP | 2.68% | Add +0.1% | 154,873 | $8.59M | $55.44 | |
| 24 | AMLP | ALPS ETF TR | 2.61% | - | 174,555 | $8.38M | $47.98 | No quote |
| 25 | RIG | TRANSOCEAN LTD | 1.69% | Add +0.4% | 1,014,269 | $5.43M | $5.35 | |
| 26 | GLD | SPDR GOLD TR | 1.46% | Add +0.2% | 21,693 | $4.66M | $215.01 | |
| 27 | EPD | ENTERPRISE PRODS PARTNERS L | 0.22% | - | 24,855 | $720.3K | $28.98 | |
| 28 | IBIT | ISHARES BITCOIN TR | 0.15% | New | 14,000 | $477.96K | $34.14 | |
| 29 | RUSHB | RUSH ENTERPRISES INC | 0.12% | - | 9,501 | $372.82K | $39.24 | No quote |
| 30 | BMY | BRISTOL-MYERS SQUIBB CO | - | Sold | 0 | $0 | No quote | No quote |