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 29 of 30 rows. Rows without a quote are marked unavailable.
| 1 | MCK | MCKESSON CORP | 6.69% | Add +0.1% | 38,661 | $22.03M | $569.91 | |
| 2 | EQT | EQT CORP | 6.32% | Add +0.2% | 451,435 | $20.82M | $46.11 | |
| 3 | RUSHA | RUSH ENTERPRISES INC | 6.19% | Add +0.1% | 371,978 | $20.38M | $54.79 | |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.25% | Add +0.1% | 38,172 | $17.3M | $453.28 | |
| 5 | NMIH | NMI HLDGS INC | 5.18% | Add +0.0% | 463,893 | $17.05M | $36.76 | |
| 6 | AAPL | APPLE INC | 4.79% | Add +0.2% | 63,056 | $15.79M | $250.42 | |
| 7 | BGC | BGC GROUP INC | 4.77% | Add +0.2% | 1,734,758 | $15.72M | $9.06 | |
| 8 | MTZ | MASTEC INC | 4.36% | Add +0.2% | 105,504 | $14.36M | $136.14 | |
| 9 | MSFT | MICROSOFT CORP | 4.10% | Add +0.3% | 32,038 | $13.5M | $421.51 | |
| 10 | UNH | UNITEDHEALTH GROUP INC | 3.88% | Add +0.2% | 25,265 | $12.78M | $505.85 | |
| 11 | TGNA | TEGNA INC | 3.84% | Add +0.3% | 691,332 | $12.64M | No quote | No quote |
| 12 | SLB | SCHLUMBERGER LTD | 3.68% | Add +0.2% | 315,827 | $12.11M | $38.34 | |
| 13 | WAB | WABTEC | 3.60% | Add +0.3% | 62,484 | $11.85M | $189.59 | |
| 14 | AEM | AGNICO EAGLE MINES LTD | 3.57% | New | 150,532 | $11.77M | $78.21 | |
| 15 | OXY | OCCIDENTAL PETE CORP | 3.57% | Add +0.3% | 237,967 | $11.76M | $49.41 | |
| 16 | RGLD | ROYAL GOLD INC | 3.48% | Add +0.3% | 86,978 | $11.47M | $131.85 | |
| 17 | URI | UNITED RENTALS INC | 3.29% | Add +0.3% | 15,375 | $10.83M | $704.42 | |
| 18 | PHM | PULTE GROUP INC | 3.24% | Add +0.3% | 98,071 | $10.68M | $108.90 | |
| 19 | NEM | NEWMONT CORP | 3.19% | Add +0.3% | 282,103 | $10.5M | $37.22 | |
| 20 | TMHC | TAYLOR MORRISON HOME CORP | 2.88% | Add +0.3% | 155,280 | $9.5M | $61.21 | |
| 21 | DOW | DOW INC | 2.75% | Add +0.3% | 225,369 | $9.04M | $40.13 | |
| 22 | AMLP | ALPS ETF TR | 2.56% | Add +0.0% | 175,109 | $8.43M | $48.16 | No quote |
| 23 | KEX | KIRBY CORP | 2.34% | Add +0.4% | 73,011 | $7.72M | $105.80 | |
| 24 | MCHP | MICROCHIP TECHNOLOGY INC. | 2.05% | Add +0.4% | 117,892 | $6.76M | $57.35 | |
| 25 | GLD | SPDR GOLD TR | 1.62% | Add +0.6% | 22,085 | $5.35M | $242.13 | |
| 26 | RIG | TRANSOCEAN LTD | 1.17% | Add +0.8% | 1,024,601 | $3.84M | $3.75 | |
| 27 | JD | JD.COM INC | 1.02% | New | 96,898 | $3.36M | $34.67 | |
| 28 | EPD | ENTERPRISE PRODS PARTNERS L | 0.26% | - | 26,855 | $842.17K | $31.36 | |
| 29 | IBIT | ISHARES BITCOIN TRUST ETF | 0.23% | Add +0.1% | 14,010 | $743.23K | $53.05 | |
| 30 | RUSHB | RUSH ENTERPRISES INC | 0.16% | - | 9,501 | $517.23K | $54.44 | No quote |