Muhlenkamp & Co Inc reported 28 holdings worth US$345M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 18, 2026
Muhlenkamp & Co Inc reported 28 holdings worth US$345M as of Jun 30, 2026. Largest: Rush Enterprises, Inc., Newmont Corporation and Agnico Eagle Mines Limited. Filed Aug 18, 2026 (Form 13F).
- Holdings
- 28
- Value as reported
- US$345M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Rush Enterprises, Inc. | 342K | US$25M | 7.2% |
| Newmont Corporation | 231K | US$21.6M | 6.3% |
| Agnico Eagle Mines Limited | 139K | US$21.5M | 6.2% |
| Eqt Corporation | 402K | US$21.4M | 6.2% |
| Mckesson Corporation | 27,202 | US$20.6M | 6.0% |
| Berkshire Hathaway Inc. | 38,495 | US$19.3M | 5.6% |
| Microchip Technology Incorporated | 203K | US$18.5M | 5.4% |
| Apple Inc | 62,125 | US$18M | 5.2% |
| United Rentals, Inc. | 15,673 | US$17.8M | 5.1% |
| Royal Gold, Inc. | 88,088 | US$17.6M | 5.1% |
| Westinghouse Air Brake Technologies Corporation | 63,156 | US$17M | 4.9% |
| Bgc Group, Inc. | 1.45M | US$15.5M | 4.5% |
| Nmi Holdings Inc | 369K | US$15.1M | 4.4% |
| Microsoft Corp. | 32,776 | US$12.2M | 3.5% |
| Taylor Morrison Home Corporation | 159K | US$11.4M | 3.3% |
| Celanese Corporation | 212K | US$9.75M | 2.8% |
| Equinox Gold Corp. | 522K | US$5.08M | 1.5% |
| The Travelers Companies, Inc. | 6,627 | US$2.19M | 0.63% |
| Ge Vernova Inc. | 1,426 | US$1.68M | 0.49% |
| Enterprise Products Partners L.p. | 24,855 | US$914K | 0.26% |
| Exxon Mobil Corporation | 1,640 | US$224K | 0.06% |
| Mastec, Inc. | 0 | US$0 | 0.00% |