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.
Get email alerts when Muhlenkamp files a new 13F — sign in or create a free account.
Updated 2026-09-12 from SEC 13F data.
Live quotes available for 27 of 29 rows. Rows without a quote are marked unavailable.
| 1 | RUSHA | RUSH ENTERPRISES INC | 6.01% | Add +0.0% | 371,437 | $19.62M | $52.83 | |
| 2 | NMIH | NMI HLDGS INC | 5.85% | Reduce -0.1% | 463,697 | $19.1M | $41.19 | |
| 3 | MCK | MCKESSON CORP | 5.85% | Reduce -0.1% | 38,607 | $19.09M | $494.42 | |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.38% | Reduce -0.1% | 38,124 | $17.55M | $460.26 | |
| 5 | EQT | EQT CORP | 5.06% | Add +0.0% | 450,717 | $16.51M | $36.64 | |
| 6 | BGC | BGC GROUP INC | 4.87% | Reduce -0.1% | 1,731,919 | $15.9M | $9.18 | |
| 7 | NEM | NEWMONT CORP | 4.61% | Add +0.6% | 281,302 | $15.04M | $53.45 | |
| 8 | UNH | UNITEDHEALTH GROUP INC | 4.52% | Reduce -0.0% | 25,209 | $14.74M | $584.69 | |
| 9 | AAPL | APPLE INC | 4.49% | Add +0.1% | 62,914 | $14.66M | $233.00 | |
| 10 | PHM | PULTE GROUP INC | 4.30% | Reduce -0.0% | 97,823 | $14.04M | $143.53 | |
| 11 | MSFT | MICROSOFT CORP | 4.21% | Add +0.0% | 31,958 | $13.75M | $430.30 | |
| 12 | SLB | SCHLUMBERGER LTD | 4.05% | Add +0.0% | 315,060 | $13.22M | $41.95 | |
| 13 | MTZ | MASTEC INC | 3.97% | Add +0.0% | 105,271 | $12.96M | $123.10 | |
| 14 | URI | UNITED RENTALS INC | 3.81% | Add +0.0% | 15,336 | $12.42M | $809.71 | |
| 15 | DOW | DOW INC | 3.76% | Add +0.2% | 224,599 | $12.27M | $54.63 | |
| 16 | OXY | OCCIDENTAL PETE CORP | 3.75% | Add +0.0% | 237,302 | $12.23M | $51.54 | |
| 17 | RGLD | ROYAL GOLD INC | 3.73% | Add +0.8% | 86,749 | $12.17M | $140.30 | |
| 18 | WAB | WABTEC | 3.47% | Reduce -0.0% | 62,327 | $11.33M | $181.77 | |
| 19 | TGNA | TEGNA INC | 3.33% | Add +0.0% | 689,536 | $10.88M | No quote | No quote |
| 20 | TMHC | TAYLOR MORRISON HOME CORP | 3.33% | Reduce -0.0% | 154,823 | $10.88M | $70.26 | |
| 21 | MCHP | MICROCHIP TECHNOLOGY INC. | 2.89% | Add +0.2% | 117,405 | $9.43M | $80.29 | |
| 22 | KEX | KIRBY CORP | 2.73% | Reduce -25.0% | 72,747 | $8.91M | $122.43 | |
| 23 | AMLP | ALPS ETF TR | 2.53% | Add +0.3% | 175,101 | $8.25M | $47.13 | No quote |
| 24 | GLD | SPDR GOLD TR | 1.63% | Add +1.2% | 21,948 | $5.33M | $243.06 | |
| 25 | RIG | TRANSOCEAN LTD | 1.32% | Add +0.3% | 1,016,965 | $4.32M | $4.25 | |
| 26 | EPD | ENTERPRISE PRODS PARTNERS L | 0.24% | Add +8.1% | 26,855 | $781.75K | $29.11 | |
| 27 | IBIT | ISHARES BITCOIN TRUST ETF | 0.15% | - | 14,000 | $505.82K | $36.13 | |
| 28 | RUSHB | RUSH ENTERPRISES INC | 0.14% | - | 9,501 | $455.57K | $47.95 | No quote |
| 29 | AVGO | BROADCOM INC | - | Sold | 0 | $0 | No quote | No quote |