Muhlenkamp & Co Inc Top Holdings and 13F Report (2026) About Muhlenkamp & Co IncInvestment ActivityMuhlenkamp & Co Inc has $345.25 million in total holdings as of June 30, 2026.Muhlenkamp & Co Inc owns shares of 28 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 0.40% of the portfolio was purchased this quarter.About 7.80% of the portfolio was sold this quarter.This quarter, Muhlenkamp & Co Inc has purchased 29 new stocks and bought additional shares in 16 stocks.Muhlenkamp & Co Inc sold shares of 6 stocks and completely divested from 2 stocks this quarter.Largest Holdings Rush Enterprises $24,255,251Newmont $21,583,806Agnico Eagle Mines $21,488,763EQT $21,387,260McKesson $20,553,831 Largest New Holdings this Quarter 46428Q109 - iShares Silver Trust $671,049 Holding Largest Purchases this Quarter iShares Silver Trust 12,550 shares (about $671.05K)NMI 2,339 shares (about $96.11K)SLB 1,707 shares (about $79.36K)United Rentals 70 shares (about $79.30K)Berkshire Hathaway 144 shares (about $72.06K) Largest Sales this Quarter Apple 434 shares (about $125.58K)Microsoft 161 shares (about $60.06K)Agnico Eagle Mines 67 shares (about $10.39K)Newmont 92 shares (about $8.59K)SPDR Gold Shares 15 shares (about $5.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMuhlenkamp & Co Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRUSHARush Enterprises$24,255,251$31,165 â–²0.1%332,3327.0%IndustrialsNEMNewmont$21,583,806$8,593 â–¼0.0%231,0906.3%MaterialsAEMAgnico Eagle Mines$21,488,763$10,394 â–¼0.0%138,5216.2%MaterialsEQTEQT$21,387,260$53,223 â–²0.2%402,2436.2%EnergyMCKMcKesson$20,553,831$24,935 â–²0.1%27,2026.0%HealthcareBRK.BBerkshire Hathaway$19,262,513$72,056 â–²0.4%38,4955.6%FinanceMCHPMicrochip Technology$18,526,277$14,045 â–²0.1%203,1395.4%TechnologyAAPLApple$17,976,490$125,582 â–¼-0.7%62,1255.2%TechnologyURIUnited Rentals$17,755,785$79,302 â–²0.4%15,6735.1%IndustrialsRGLDRoyal Gold$17,583,246$39,124 â–²0.2%88,0885.1%MaterialsWABWabtec$17,026,858$270 â–²0.0%63,1564.9%IndustrialsBGC GROUP INC$15,469,178$33,449 â–²0.2%1,447,0704.5%CL ANMIHNMI$15,144,048$96,110 â–²0.6%368,5584.4%FinanceSLBSLB$15,057,088$79,358 â–²0.5%323,8784.4%EnergyMSFTMicrosoft$12,226,206$60,057 â–¼-0.5%32,7763.5%TechnologyICLRIcon$11,523,400$57,672 â–²0.5%66,3373.3%HealthcareTMHCTaylor Morrison Home$11,379,758$1,363 â–²0.0%158,6253.3%Consumer DiscretionaryLYBLyondellBasell Industries$9,893,988$40,067 â–²0.4%187,9202.9%MaterialsCECelanese$9,751,862$55,062 â–²0.6%211,9972.8%MaterialsGLDSPDR Gold Shares$8,129,410$5,526 â–¼-0.1%22,0682.4%ETFAMLPAlerian MLP ETF$7,809,3880.0%150,6152.3%ETFEQXEquinox Gold$5,076,280$29,471 â–²0.6%522,2511.5%MaterialsTRVTravelers Companies$2,187,7050.0%6,6270.6%FinanceGE VERNOVA INC$1,675,3500.0%1,4260.5%COMEPDEnterprise Products Partners$913,6700.0%24,8550.3%EnergyRUSHBRush Enterprises$718,565$4,667 â–¼-0.6%9,3930.2%IndustrialsSLViShares Silver Trust$671,049$671,049 â–²New Holding12,5500.2%ETFXOMExxonMobil$224,2210.0%1,6400.1%EnergyMTZMasTec$0$13,780,768 â–¼-100.0%00.0%IndustrialsFRDMFreedom 100 Emerging Markets ETF$0$12,942,486 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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