MUHLENKAMP & CO INC

Position in RGLD — Royal Gold Inc

CIK 1133219 WEXFORD, PA

Position in RGLD

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$17,583,245

-$4,784,390 QoQ

Shares Held

88,088

+0.2% QoQ

Ownership

0.104%

of shares outstanding

% of Portfolio

5.84%

of 13F equity value

Holder Rank

#85

of 759 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Basic Materials · as of Jun 30, 2026

MUHLENKAMP & CO INC holds $65,732,092 across 4 Gold names. RGLD ranks #3 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEM	NEWMONT Corp /DE/	231,090	$21,583,806
2	AEM	Agnico Eagle Mines Ltd	138,521	$21,488,762
3	RGLD	Royal Gold Inc This page	88,088	$17,583,245
4	EQX	Equinox Gold Corp.	522,251	$5,076,279

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,583,245	88,088	+0.2%	Shares	Sole	2026-08-18
2026-03-31	$22,367,635	87,892	-0.0%	Shares	Sole	2026-05-06
2025-12-31	$19,545,515	87,928	+0.4%	Shares	Sole	2026-02-04
2025-09-30	$17,567,799	87,585	+0.1%	Shares	Sole	2025-11-07
2025-06-30	$15,565,623	87,526	+0.1%	Shares	Sole	2025-07-24
2025-03-31	$14,300,584	87,460	+0.6%	Shares	Sole	2025-05-13
2024-12-31	$11,468,049	86,978	+0.3%	Shares	Sole	2025-02-13
2024-09-30	$12,170,884	86,749	+0.8%	Shares	Sole	2024-11-12
2024-06-30	$10,773,772	86,080	+0.2%	Shares	Sole	2024-07-17
2024-03-31	$10,463,357	85,899	+49.4%	Shares	Sole	2024-04-23
2023-12-31	$6,953,385	57,485	+1.0%	Shares	Sole	2024-01-08
2023-09-30	$6,049,219	56,891	+0.1%	Shares	Sole	2023-12-06
2023-06-30	$6,526,276	56,859	+21.2%	Shares	Sole	2023-07-14
2022-12-31	$5,290,175	46,932	+0.2%	Shares	Sole	2023-01-31
2022-09-30	$4,395,936	46,855	+11.3%	Shares	Sole	2022-11-01
2022-06-30	$4,495,758	42,103	+0.7%	Shares	Sole	2022-07-18
2022-03-31	$5,908,894	41,824	+1.2%	Shares	Sole	2022-04-01
2021-12-31	$4,348,750	41,334	+69.7%	Shares	Sole	2022-03-29
2021-09-30	$2,325,181	24,350	-0.1%	Shares	Sole	2021-12-10
2021-06-30	$2,782,100	24,383	+0.1%	Shares	Sole	2021-08-18
2021-03-31	$2,620,547	24,350	+22.2%	Shares	Sole	2021-08-18
2020-12-31	$2,119,116	19,924	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.