MUHLENKAMP & CO INC
30 holdingsFiling period: 2026-03-31Current AUM: $377.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AEM | AGNICO EAGLE MINES LTD | 138.6K | $28.1M | $20.1M | 5.33% | -12,681 | 2026-03-31 |
| 2 | EQT | EQT CORP | 401.2K | $25.5M | $21.4M | 5.66% | -49,885 | 2026-03-31 |
| 3 | NEM | NEWMONT CORP | 231.2K | $25.0M | $21.7M | 5.74% | -53,299 | 2026-03-31 |
| 4 | MCK | MCKESSON CORP | 27.2K | $23.5M | $23.3M | 6.16% | -24 | 2026-03-31 |
| 5 | RGLD | ROYAL GOLD INC | 87.9K | $22.4M | $17.4M | 4.62% | -36 | 2026-03-31 |
| 6 | RUSHA | RUSH ENTERPRISES INC | 331.9K | $21.9M | $26.5M | 7.02% | -43,614 | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 38.4K | $18.4M | $18.4M | 4.87% | -60 | 2026-03-31 |
| 8 | SLB | SLB LIMITED | 322.2K | $16.6M | $16.0M | 4.23% | +140 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 62.6K | $15.9M | $19.3M | 5.12% | -282 | 2026-03-31 |
| 10 | WAB | WABTEC | 63.2K | $15.8M | $18.4M | 4.87% | -146 | 2026-03-31 |
| 11 | — | LYONDELLBASELL INDUSTRIES NV | 187.2K | $15.1M | $15.1M | 3.99% | +1.3K | 2026-03-31 |
| 12 | BGC | BGC GROUP INC | 1.44M | $14.1M | $16.6M | 4.41% | -315,339 | 2026-03-31 |
| 13 | CE | CELANESE CORP DEL | 210.8K | $13.9M | $9.4M | 2.50% | +1.4K | 2026-03-31 |
| 14 | MTZ | MASTEC INC | 42.8K | $13.8M | $11.3M | 2.99% | -62,928 | 2026-03-31 |
| 15 | NMIH | NMI HLDGS INC | 366.2K | $13.7M | $16.2M | 4.30% | -101,570 | 2026-03-31 |
| 16 | MCHP | MICROCHIP TECHNOLOGY INC. | 203.0K | $13.1M | $15.1M | 3.99% | -- | 2026-03-31 |
| 17 | FRDM | EA SERIES TRUST | 236.8K | $12.9M | $15.4M | 4.08% | -- | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 32.9K | $12.2M | $15.3M | 4.05% | -68 | 2026-03-31 |
| 19 | URI | UNITED RENTALS INC | 15.6K | $11.4M | $16.8M | 4.46% | -3 | 2026-03-31 |
| 20 | GLD | SPDR GOLD TR | 22.1K | $9.5M | $8.2M | 2.17% | -218 | 2026-03-31 |
| 21 | TMHC | TAYLOR MORRISON HOME CORP | 158.6K | $9.2M | $9.2M | 2.45% | +58 | 2026-03-31 |
| 22 | AMLP | ALPS ETF TR | 150.6K | $7.9M | $8.3M | 2.21% | -25,686 | 2026-03-31 |
| 23 | EQX | EQUINOX GOLD CORP | 519.2K | $7.5M | $4.6M | 1.23% | +1.2K | 2026-03-31 |
| 24 | — | ICON PLC | 66.0K | $7.3M | $7.3M | 1.93% | -7,860 | 2026-03-31 |
| 25 | TRV | TRAVELERS COMPANIES INC | 6.6K | $1.9M | $2.5M | 0.66% | -- | 2026-03-31 |
← Scroll →
Page 1 of 2