MUHLENKAMP & CO INC
Top Portfolio Positions
26 positions ·
$358,309,899 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
138,588 | $28,130,592 | 7.85% | |
| EQT |
EQT Corp
Energy
|
401,242 | $25,535,040 | 7.13% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
231,182 | $25,025,451 | 6.98% | |
| MCK |
Mckesson Corp
Healthcare
|
27,169 | $23,510,965 | 6.56% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
87,892 | $22,367,635 | 6.24% | |
| RUSHA |
Rush Enterprises Inc \Tx\
Consumer Cyclical
|
331,905 | $21,942,239 | 6.12% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
38,351 | $18,377,799 | 5.13% | |
| SLB |
Slb Limited/Nv
Energy
|
322,171 | $16,556,367 | 4.62% | |
| AAPL |
Apple Inc.
Technology
|
62,559 | $15,876,848 | 4.43% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
63,155 | $15,783,066 | 4.40% |
Portfolio Trend
23 quarters · across all stocks
Holdings in NMIH
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,736,874 | 366,219 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,081,113 | 467,789 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $17,879,743 | 466,347 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $19,654,380 | 465,854 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $16,690,104 | 462,971 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,052,706 | 463,893 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,099,679 | 463,697 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,794,389 | 463,995 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $15,016,690 | 464,338 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $13,638,939 | 459,533 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $12,349,924 | 455,885 | Shares | Sole | 2023-12-06 | |
| 2023-06-30 | $11,769,298 | 455,821 | Shares | Sole | 2023-07-14 | |
| 2022-12-31 | $6,131,725 | 293,384 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,980,224 | 293,580 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,870,591 | 292,528 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $6,872,254 | 333,281 | Shares | Sole | 2022-04-01 | |
| 2021-12-31 | $7,229,509 | 330,870 | Shares | Sole | 2022-03-29 | |
| 2021-09-30 | $7,462,679 | 330,061 | Shares | Sole | 2021-12-10 | |
| 2021-06-30 | $7,432,067 | 330,608 | Shares | Sole | 2021-08-18 | |
| 2021-03-31 | $7,802,642 | 330,061 | Shares | Sole | 2021-08-18 | |
| 2020-12-31 | $7,456,312 | 329,197 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,813,604 | 326,607 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,186,057 | 322,516 | Shares | Sole | 2020-08-20 | |
| No 13F history on record for this holder in this stock. | ||||||