Holdings
Muhlenkamp Fund
As of Jun 30, 2026, Muhlenkamp Fund reported 20 positions worth US$199M. Largest: Rush Enterprises, Inc., Newmont Corporation and Eqt Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Rush Enterprises, Inc. | 239K | US$17.4M | no change | Jun 30, 2026 |
| Newmont Corporation | 149K | US$13.9M | no change | Jun 30, 2026 |
| Eqt Corporation | 243K | US$12.9M | −44,923 | Jun 30, 2026 |
| Agnico Eagle Mines Limited | 81,320 | US$12.6M | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 25,199 | US$12.6M | no change | Jun 30, 2026 |
| Mckesson Corporation | 16,357 | US$12.4M | no change | Jun 30, 2026 |
| Royal Gold, Inc. | 61,614 | US$12.3M | no change | Jun 30, 2026 |
| Microchip Technology Incorporated | 119K | US$10.9M | no change | Jun 30, 2026 |
| United Rentals, Inc. | 9,500 | US$10.8M | no change | Jun 30, 2026 |
| Apple Inc | 35,700 | US$10.3M | no change | Jun 30, 2026 |