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 26 of 31 rows. Rows without a quote are marked unavailable.
| 1 | MCK | MCKESSON CORP | 8.50% | Reduce -0.2% | 38,589 | $25.97M | $672.99 | |
| 2 | EQT | EQT CORP | 7.87% | Reduce -0.3% | 450,091 | $24.05M | $53.43 | |
| 3 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.65% | Reduce -0.1% | 38,138 | $20.31M | $532.59 | |
| 4 | RUSHA | RUSH ENTERPRISES INC | 6.49% | Reduce -0.1% | 371,481 | $19.84M | $53.41 | |
| 5 | NMIH | NMI HLDGS INC | 5.46% | Reduce -0.2% | 462,971 | $16.69M | $36.05 | |
| 6 | AEM | AGNICO EAGLE MINES LTD | 5.36% | Add +0.5% | 151,252 | $16.4M | $108.41 | |
| 7 | BGC | BGC GROUP INC | 5.20% | Reduce -0.0% | 1,734,299 | $15.9M | $9.17 | |
| 8 | RGLD | ROYAL GOLD INC | 4.68% | Add +0.6% | 87,460 | $14.3M | $163.51 | |
| 9 | AAPL | APPLE INC | 4.54% | Reduce -1.0% | 62,446 | $13.87M | $222.13 | |
| 10 | NEM | NEWMONT CORP | 4.48% | Add +0.6% | 283,723 | $13.7M | $48.28 | |
| 11 | SLB | SCHLUMBERGER LTD | 4.32% | Reduce 0.0% | 315,817 | $13.2M | $41.80 | |
| 12 | UNH | UNITEDHEALTH GROUP INC | 4.29% | Reduce -0.9% | 25,045 | $13.12M | $523.74 | |
| 13 | MTZ | MASTEC INC | 4.03% | Reduce -0.0% | 105,459 | $12.31M | $116.71 | |
| 14 | MSFT | MICROSOFT CORP | 3.96% | Add +0.6% | 32,241 | $12.1M | $375.39 | |
| 15 | WAB | WABTEC | 3.70% | Reduce -0.2% | 62,374 | $11.31M | $181.35 | |
| 16 | URI | UNITED RENTALS INC | 3.15% | Reduce -0.1% | 15,368 | $9.63M | $626.69 | |
| 17 | TMHC | TAYLOR MORRISON HOME CORP | 3.05% | Reduce -0.1% | 155,206 | $9.32M | $60.04 | |
| 18 | AMLP | ALPS ETF TR | 3.00% | Add +0.9% | 176,704 | $9.18M | $51.94 | No quote |
| 19 | JD | JD.COM INC | 2.74% | Add +110.4% | 203,832 | $8.38M | $41.12 | |
| 20 | DOW | DOW INC | 2.57% | Reduce -0.1% | 225,265 | $7.87M | $34.92 | |
| 21 | GLD | SPDR GOLD TR | 2.10% | Add +1.1% | 22,328 | $6.43M | $288.14 | |
| 22 | MCHP | MICROCHIP TECHNOLOGY INC. | 1.76% | Reduce -5.8% | 111,060 | $5.38M | $48.41 | |
| 23 | RIG | TRANSOCEAN LTD | 1.06% | Add +0.0% | 1,024,638 | $3.25M | $3.17 | |
| 24 | TRV | TRAVELERS COMPANIES INC | 0.58% | New | 6,648 | $1.76M | $264.46 | |
| 25 | EPD | ENTERPRISE PRODS PARTNERS L | 0.28% | Reduce -7.5% | 24,855 | $848.55K | $34.14 | |
| 26 | RUSHB | RUSH ENTERPRISES INC | 0.18% | - | 9,501 | $537K | $56.52 | No quote |
| 31 | TGNA | TEGNA INC | - | Sold | 0 | $0 | No quote | No quote |
| 30 | PHM | PULTE GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 29 | OXY | OCCIDENTAL PETE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 28 | KEX | KIRBY CORP | - | Sold | 0 | $0 | No quote | No quote |
| 27 | IBIT | ISHARES BITCOIN TRUST ETF | - | Sold | 0 | $0 | No quote | No quote |