CIK 1133219
MUHLENKAMP & CO INC
Institutional 13F holdings & portfolio
Holdings
28
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–28 of 28
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NEM | NEWMONT CORP | 284K | $1M+ | SH |
| AEM | AGNICO EAGLE MINES LTD | 151K | $1M+ | SH |
| EQT | EQT CORP | 451K | $1M+ | SH |
| MTZ | MASTEC INC | 106K | $1M+ | SH |
| MCK | MCKESSON CORP | 27K | $1M+ | SH |
| RUSHA | RUSH ENTERPRISES INC | 376K | $1M+ | SH |
| RGLD | ROYAL GOLD INC | 88K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 38K | $1M+ | SH |
| NMIH | NMI HLDGS INC | 468K | $1M+ | SH |
| AAPL | APPLE INC | 63K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 33K | $1M+ | SH |
| BGC | BGC GROUP INC | 1.8M | $1M+ | SH |
| WAB | WABTEC | 63K | $1M+ | SH |
| ICLR | ICON PLC | 74K | $1M+ | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 203K | $1M+ | SH |
| URI | UNITED RENTALS INC | 16K | $1M+ | SH |
| SLB | SLB LIMITED | 322K | $1M+ | SH |
| TMHC | TAYLOR MORRISON HOME CORP | 159K | $1M+ | SH |
| CE | CELANESE CORP DEL | 209K | $1M+ | SH |
| GLD | SPDR GOLD TR | 22K | $1M+ | SH |
| AMLP | ALPS ETF TR | 176K | $1M+ | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 186K | $1M+ | SH |
| EQX | EQUINOX GOLD CORP | 518K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 7K | $1M+ | SH |
| GTLS | CHART INDS INC | 8K | $1M+ | SH |
| GEV | GE VERNOVA INC | 1K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 25K | $500K+ | SH |
| RUSHB | RUSH ENTERPRISES INC | 10K | $500K+ | SH |