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 TMHC
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,237,213 | 158,606 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,333,720 | 158,548 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,389,841 | 157,398 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,647,976 | 157,082 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,318,568 | 155,206 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,504,688 | 155,280 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,877,863 | 154,823 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,586,159 | 154,873 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $9,619,564 | 154,730 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $8,137,582 | 152,532 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $6,431,424 | 150,937 | Shares | Sole | 2023-12-06 | |
| 2023-06-30 | $4,183,929 | 85,789 | Shares | Sole | 2023-07-14 | |
| No 13F history on record for this holder in this stock. | ||||||