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MUHLENKAMP & CO INC

Location
WEXFORD, PA
Portfolio Value
Small $301,088,171
Diversification
Diversified
Filing Date
Global Rank
#3,706 / 8,633 ▼ 317
Top Industry
Gold 22.5%
3Y Alpha vs SPY
+20.2%
Period ended 51 days ago
Filed Aug 18, 2026 · 2d
24 quarters · since Jun 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+185.8%
SPY
+76.2%
Annualised alpha
+21.1%
Max drawdown
−16.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

26 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
7.2%
−1.4 pts
Top 5
34.6%
−3.4 pts
Top 10
64.1%
+1.1 pts
HHI
555
Sep 2023 → Jun 2026 · range 477 – 581
Diversified+5

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Basic Materials 28.4% $85,377,942
Financial Services 17.3% $52,063,444
Technology 16.2% $48,728,869
Energy 12.5% $37,582,237
Industrials 12.1% $36,457,991
Healthcare 10.7% $32,077,231
Unclassified 2.9% $8,800,457
Consumer Cyclical 0.0% $0

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
16 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
5 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
1 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
26 tracked positions · $301,088,171 total · filing declares 28 positions · $345,251,246 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.