Holdings
Muhlenkamp & Co Inc
As of Jun 30, 2026, Muhlenkamp & Co Inc reported 21 positions worth US$292M. Largest: Rush Enterprises, Inc., Newmont Corporation and Agnico Eagle Mines Limited. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Rush Enterprises, Inc. | 342K | US$25M | +1,070 | Jun 30, 2026 |
| Newmont Corporation | 231K | US$21.6M | −92 | Jun 30, 2026 |
| Agnico Eagle Mines Limited | 139K | US$21.5M | −67 | Jun 30, 2026 |
| Eqt Corporation | 402K | US$21.4M | +1,001 | Jun 30, 2026 |
| Mckesson Corporation | 27,202 | US$20.6M | +33 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 38,495 | US$19.3M | +144 | Jun 30, 2026 |
| Microchip Technology Incorporated | 203K | US$18.5M | +154 | Jun 30, 2026 |
| Apple Inc | 62,125 | US$18M | −434 | Jun 30, 2026 |
| United Rentals, Inc. | 15,673 | US$17.8M | +70 | Jun 30, 2026 |
| Royal Gold, Inc. | 88,088 | US$17.6M | +196 | Jun 30, 2026 |