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MUHLENKAMP & CO INC
MUHLENKAMP & CO INC
Latest filing: 2026-06-30
MUHLENKAMP & CO INC runs MUHLENKAMP & CO INC and currently holds 28 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $345.25M. Their top holdings are RUSHA, NEM, AEM, EQT, MCK. The top five represent 31.6% of reported portfolio weight. MUHLENKAMP & CO INC ranks #565 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MUHLENKAMP & CO INC initiated 1 new position. They added to 16 existing positions. They trimmed 6 positions. Their current best-performing preview position is ICLR with returns of +56.98%.
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28 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 RUSHA RUSH ENTERPRISES INC | 7.03% | $40.87 | $78.78 | +92.76% | Added +0.13% |
 NEM NEWMONT CORP | 6.25% | $39.26 | $131.59 | +235.18% | Trimmed -0.04% |
 AEM AGNICO EAGLE MINES LTD | 6.22% | $78.38 | $216.20 | +175.84% | Trimmed -0.05% |
 EQT EQT CORP | 6.19% | $41.17 | $53.71 | +30.46% | Added +0.25% |
 MCK MCKESSON CORP | 5.95% | $430.22 | $859.69 | +99.83% | Added +0.12% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 5.58% | $343.59 | $495.77 | +44.29% | Added +0.38% |
 MCHP MICROCHIP TECHNOLOGY INC. | 5.37% | $80.77 | $76.08 | -5.81% | Added +0.08% |
 AAPL APPLE INC | 5.21% | $193.31 | $309.35 | +60.03% | Trimmed -0.69% |
 URI UNITED RENTALS INC | 5.14% | $460.17 | $1,098.51 | +138.72% | Added +0.45% |
 RGLD ROYAL GOLD INC | 5.09% | $118.54 | $259.01 | +118.50% | Added +0.22% |
Showing 1-10 of 28