MUHLENKAMP & CO INC: 13F holdings
CIK 11332192026Q2
| Positions | 28 |
|---|
| Reported value | $345.3m |
|---|
| Filed | 2026-08-18 |
|---|
Change since last quarter
| Positions | 28 (-1 vs prior quarter) |
|---|
| Reported value | $345.3m (-9.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RUSHA RUSH ENTERPRISES INC | 332,332 | $24.3m | 7.0% |
| NEM NEWMONT CORP | 231,090 | $21.6m | 6.3% |
| AEM AGNICO EAGLE MINES LTD | 138,521 | $21.5m | 6.2% |
| EQT EQT CORP | 402,243 | $21.4m | 6.2% |
| MCK MCKESSON CORP | 27,202 | $20.6m | 6.0% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 38,495 | $19.3m | 5.6% |
| MCHP MICROCHIP TECHNOLOGY INC. | 203,139 | $18.5m | 5.4% |
| AAPL APPLE INC | 62,125 | $18.0m | 5.2% |
| URI UNITED RENTALS INC | 15,673 | $17.8m | 5.1% |
| RGLD ROYAL GOLD INC | 88,088 | $17.6m | 5.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1133219")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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