MUHLENKAMP & CO INC
29 holdingsFiling period: 2026-06-30Current AUM: $376.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RUSHA | RUSH ENTERPRISES INC | 332.3K | $24.3M | $24.6M | 6.53% | +427 | 2026-06-30 |
| 2 | NEM | NEWMONT CORP | 231.1K | $21.6M | $28.7M | 7.63% | -92 | 2026-06-30 |
| 3 | AEM | AGNICO EAGLE MINES LTD | 138.5K | $21.5M | $27.3M | 7.25% | -67 | 2026-06-30 |
| 4 | EQT | EQT CORP | 402.2K | $21.4M | $21.4M | 5.68% | +1.0K | 2026-06-30 |
| 5 | MCK | MCKESSON CORP | 27.2K | $20.6M | $24.5M | 6.50% | +33 | 2026-06-30 |
| 6 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 38.5K | $19.3M | $19.3M | 5.12% | +144 | 2026-06-30 |
| 7 | MCHP | MICROCHIP TECHNOLOGY INC. | 203.1K | $18.5M | $14.5M | 3.86% | +154 | 2026-06-30 |
| 8 | AAPL | APPLE INC | 62.1K | $18.0M | $20.6M | 5.47% | -434 | 2026-06-30 |
| 9 | URI | UNITED RENTALS INC | 15.7K | $17.8M | $15.5M | 4.12% | +70 | 2026-06-30 |
| 10 | RGLD | ROYAL GOLD INC | 88.1K | $17.6M | $22.1M | 5.88% | +196 | 2026-06-30 |
| 11 | WAB | WABTEC | 63.2K | $17.0M | $17.6M | 4.67% | +1 | 2026-06-30 |
| 12 | BGC | BGC GROUP INC | 1.45M | $15.5M | $17.6M | 4.67% | +3.1K | 2026-06-30 |
| 13 | NMIH | NMI HLDGS INC | 368.6K | $15.1M | $16.0M | 4.26% | +2.3K | 2026-06-30 |
| 14 | SLB | SLB LIMITED | 323.9K | $15.1M | $17.6M | 4.67% | +1.7K | 2026-06-30 |
| 15 | MSFT | MICROSOFT CORP | 32.8K | $12.2M | $16.3M | 4.33% | -161 | 2026-06-30 |
| 16 | — | ICON PUB LTD CO | 66.3K | $11.5M | $11.5M | 3.06% | +332 | 2026-06-30 |
| 17 | TMHC | TAYLOR MORRISON HOME CORP | 158.6K | $11.4M | $11.4M | 3.03% | +19 | 2026-06-30 |
| 18 | — | LYONDELLBASELL INDUSTRIES NV | 187.9K | $9.9M | $9.9M | 2.63% | +761 | 2026-06-30 |
| 19 | CE | CELANESE CORP DEL | 212.0K | $9.8M | $10.0M | 2.66% | +1.2K | 2026-06-30 |
| 20 | GLD | SPDR GOLD TR | 22.1K | $8.1M | $8.7M | 2.31% | -15 | 2026-06-30 |
| 21 | AMLP | ALPS ETF TR | 150.6K | $7.8M | $8.3M | 2.21% | -- | 2026-06-30 |
| 22 | EQX | EQUINOX GOLD CORP | 522.3K | $5.1M | $6.2M | 1.65% | +3.0K | 2026-06-30 |
| 23 | TRV | TRAVELERS COMPANIES INC | 6.6K | $2.2M | $2.5M | 0.67% | -- | 2026-06-30 |
| 24 | GEV | GE VERNOVA INC | 1.4K | $1.7M | $1.3M | 0.33% | -- | 2026-06-30 |
| 25 | EPD | ENTERPRISE PRODS PARTNERS L | 24.9K | $913K | $964K | 0.26% | -- | 2026-06-30 |
← Scroll →
Page 1 of 2