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 2026-08-18 from SEC 13F data.
Live quotes available for 28 of 30 rows. Rows without a quote are marked unavailable.
| 1 | RUSHA | RUSH ENTERPRISES INC | 7.03% | Add +0.1% | 332,332 | $24.26M | $72.98 | |
| 2 | NEM | NEWMONT CORP | 6.25% | Reduce -0.0% | 231,090 | $21.58M | $93.40 | |
| 3 | AEM | AGNICO EAGLE MINES LTD | 6.22% | Reduce -0.1% | 138,521 | $21.49M | $155.13 | |
| 4 | EQT | EQT CORP | 6.19% | Add +0.3% | 402,243 | $21.39M | $53.17 | |
| 5 | MCK | MCKESSON CORP | 5.95% | Add +0.1% | 27,202 | $20.55M | $755.60 | |
| 6 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.58% | Add +0.4% | 38,495 | $19.26M | $500.39 | |
| 7 | MCHP | MICROCHIP TECHNOLOGY INC. | 5.37% | Add +0.1% | 203,139 | $18.53M | $91.20 | |
| 8 | AAPL | APPLE INC | 5.21% | Reduce -0.7% | 62,125 | $17.98M | $289.36 | |
| 9 | URI | UNITED RENTALS INC | 5.14% | Add +0.5% | 15,673 | $17.76M | $1132.89 | |
| 10 | RGLD | ROYAL GOLD INC | 5.09% | Add +0.2% | 88,088 | $17.58M | $199.61 | |
| 11 | WAB | WABTEC | 4.93% | Add +0.0% | 63,156 | $17.03M | $269.60 | |
| 12 | BGC | BGC GROUP INC | 4.48% | Add +0.2% | 1,447,070 | $15.47M | $10.69 | |
| 13 | NMIH | NMI HLDGS INC | 4.39% | Add +0.6% | 368,558 | $15.14M | $41.09 | |
| 14 | SLB | SLB LIMITED | 4.36% | Add +0.5% | 323,878 | $15.06M | $46.49 | |
| 15 | MSFT | MICROSOFT CORP | 3.54% | Reduce -0.5% | 32,776 | $12.23M | $373.02 | |
| 16 | ICLR | ICON PUB LTD CO | 3.34% | Add +0.5% | 66,337 | $11.52M | $173.71 | |
| 17 | TMHC | TAYLOR MORRISON HOME CORP | 3.30% | Add +0.0% | 158,625 | $11.38M | $71.74 | |
| 18 | LYB | LYONDELLBASELL INDUSTRIES NV | 2.87% | Add +0.4% | 187,920 | $9.89M | $52.65 | |
| 19 | CE | CELANESE CORP DEL | 2.82% | Add +0.6% | 211,997 | $9.75M | $46.00 | |
| 20 | GLD | SPDR GOLD TR | 2.35% | Reduce -0.1% | 22,068 | $8.13M | $368.38 | |
| 21 | AMLP | ALPS ETF TR | 2.26% | - | 150,615 | $7.81M | $51.85 | |
| 22 | EQX | EQUINOX GOLD CORP | 1.47% | Add +0.6% | 522,251 | $5.08M | $9.72 | |
| 23 | TRV | TRAVELERS COMPANIES INC | 0.63% | - | 6,627 | $2.19M | $330.12 | |
| 24 | GEV | GE VERNOVA INC | 0.49% | - | 1,426 | $1.68M | $1174.86 | |
| 25 | EPD | ENTERPRISE PRODS PARTNERS L | 0.26% | - | 24,855 | $913.67K | $36.76 | |
| 26 | RUSHB | RUSH ENTERPRISES INC | 0.21% | Reduce -0.7% | 9,393 | $718.57K | $76.50 | No quote |
| 27 | SLV | ISHARES SILVER TR | 0.19% | New | 12,550 | $671.05K | $53.47 | |
| 28 | XOM | EXXON MOBIL CORP | 0.06% | - | 1,640 | $224.22K | $136.72 | |
| 30 | MTZ | MASTEC INC | - | Sold | 0 | $0 | No quote | No quote |
| 29 | FRDM | EA SERIES TRUST | - | Sold | 0 | $0 | No quote | No quote |