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 RGLD
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,367,635 | 87,892 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,545,515 | 87,928 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $17,567,799 | 87,585 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $15,565,623 | 87,526 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,300,584 | 87,460 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,468,049 | 86,978 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,170,884 | 86,749 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,773,772 | 86,080 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $10,463,357 | 85,899 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,953,385 | 57,485 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $6,049,219 | 56,891 | Shares | Sole | 2023-12-06 | |
| 2023-06-30 | $6,526,276 | 56,859 | Shares | Sole | 2023-07-14 | |
| 2022-12-31 | $5,290,175 | 46,932 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,395,936 | 46,855 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,495,758 | 42,103 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $5,908,894 | 41,824 | Shares | Sole | 2022-04-01 | |
| 2021-12-31 | $4,348,750 | 41,334 | Shares | Sole | 2022-03-29 | |
| 2021-09-30 | $2,325,181 | 24,350 | Shares | Sole | 2021-12-10 | |
| 2021-06-30 | $2,782,100 | 24,383 | Shares | Sole | 2021-08-18 | |
| 2021-03-31 | $2,620,547 | 24,350 | Shares | Sole | 2021-08-18 | |
| 2020-12-31 | $2,119,116 | 19,924 | Shares | Sole | 2021-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||