13F Insight
DOSSIER · 13F-HR · Q2 2026

MUHLENKAMP & CO INC

$345M in tracked AUM across 28 positions as of Q2 2026.

M&
CIK 0001133219 · last filed Jun 30, 2026
Total AUM
$345M
as of Q2 2026
Holdings
28
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MUHLENKAMP & CO INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
RUSHA
RUSH ENTERPRISES INC
$24M332K7.0%02
NEM
NEWMONT CORP
$22M231K6.3%03
AEM
AGNICO EAGLE MINES LTD
$21M139K6.2%04
EQT
EQT CORP
$21M402K6.2%05
MCK
MCKESSON CORP
$21M27K6.0%06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$19M38K5.6%07
MCHP
MICROCHIP TECHNOLOGY INC.
$19M203K5.4%08
AAPL
APPLE INC
$18M62K5.2%09
URI
UNITED RENTALS INC
$18M16K5.1%10
RGLD
ROYAL GOLD INC
$18M88K5.1%

Filing history

2026Q2Jun 30
$345M▼ 9.1%
28 positionsView →2026Q1Mar 31
$380M▲ 2.1%
29 positionsView →2025Q4Dec 31
$372M▲ 1.1%
28 positionsView →2025Q3Sep 30
$368M▲ 14.8%
31 positionsView →2025Q2Jun 30
$320M▲ 4.9%
26 positionsLocked2025Q1Mar 31
$306M▼ 7.2%
26 positionsLocked2024Q4Dec 31
$329M▲ 1.0%
30 positionsLocked2024Q3Sep 30
$326M▲ 1.8%
28 positionsLocked2024Q2Jun 30
$320M▼ 6.9%
29 positionsLocked2024Q1Mar 31
$344M▲ 12.6%
29 positionsLocked2023Q4Dec 31
$306M▲ 5.5%
29 positionsLocked2023Q3Sep 30
$290M▲ 2.7%
60 positionsLocked
Showing 12 of 95