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Muhlenkamp

Muhlenkamp · portfolio as of 2026-06-30

This quarter's moves · vs 2026-03-31

Full portfolio

RUSHARush Enterprises, Inc.

332,332 shares · $24,255,251

7.0%
NEMNewmont Corporation

231,090 shares · $21,583,806

6.3%
AEMAgnico Eagle Mines Limited

138,521 shares · $21,488,763

6.2%
EQTEQT Corporation

402,243 shares · $21,387,260

6.2%
MCKMcKesson Corporation

27,202 shares · $20,553,831

6.0%
BRK-BBerkshire Hathaway Inc.

38,495 shares · $19,262,513

5.6%
MCHPMicrochip Technology Incorporated

203,139 shares · $18,526,277

5.4%
AAPLApple Inc.

62,125 shares · $17,976,490

5.2%
URIUnited Rentals, Inc.

15,673 shares · $17,755,785

5.1%
RGLDRoyal Gold, Inc.

88,088 shares · $17,583,246

5.1%
WABWestinghouse Air Brake Technologies Corporation

63,156 shares · $17,026,858

4.9%
BGCBGC Group, Inc

1,447,070 shares · $15,469,178

4.5%
NMIHNMI Holdings, Inc.

368,558 shares · $15,144,048

4.4%
SLBSlb N.V.

323,878 shares · $15,057,088

4.4%
MSFTMicrosoft Corporation

32,776 shares · $12,226,206

3.5%
ICLRICON Public Limited Company

66,337 shares · $11,523,400

3.3%
TMHCTaylor Morrison Home Corporation

158,625 shares · $11,379,758

3.3%
LYBLyondellBasell Industries N.V.

187,920 shares · $9,893,988

2.9%
CECelanese Corporation

211,997 shares · $9,751,862

2.8%
GLDSPDR Gold Shares

22,068 shares · $8,129,410

2.4%
AMLPAlerian MLP ETF

150,615 shares · $7,809,388

2.3%
EQXEquinox Gold Corp.

522,251 shares · $5,076,280

1.5%
TRVThe Travelers Companies, Inc.

6,627 shares · $2,187,705

0.6%
GEVGE Vernova Inc.

1,426 shares · $1,675,350

0.5%
EPDEnterprise Products Partners L.P.

24,855 shares · $913,670

0.3%
RUSHBRush Enterprises, Inc.

9,393 shares · $718,565

0.2%
SLViShares Silver Trust

12,550 shares · $671,049

0.2%
XONA.DEExxon Mobil Corporation

1,640 shares · $224,221

0.1%

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →