Universe · entity
MUHLENKAMP & CO INC
Institutional manager (13F) · CIK 1133219
13F holdings · as of 2026-03-31 · top 29 · reported portfolio $380M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AGNICO EAGLE MINES LTD | $28M | 138,588 |
| 2 | EQT CORP | $26M | 401,242 |
| 3 | NEWMONT CORP | $25M | 231,182 |
| 4 | MCKESSON CORP | $24M | 27,169 |
| 5 | ROYAL GOLD INC | $22M | 87,892 |
| 6 | RUSH ENTERPRISES INC | $22M | 331,905 |
| 7 | BERKSHIRE HATHAWAY INC DEL | $18M | 38,351 |
| 8 | SLB LIMITED | $17M | 322,171 |
| 9 | APPLE INC | $16M | 62,559 |
| 10 | WABTEC | $16M | 63,155 |
| 11 | LYONDELLBASELL INDUSTRIES NV | $15M | 187,159 |
| 12 | BGC GROUP INC | $14M | 1,443,941 |
| 13 | CELANESE CORP DEL | $14M | 210,800 |
| 14 | MASTEC INC | $14M | 42,832 |
| 15 | NMI HLDGS INC | $14M | 366,219 |
| 16 | MICROCHIP TECHNOLOGY INC. | $13M | 202,985 |
| 17 | EA SERIES TRUST | $13M | 236,825 |
| 18 | MICROSOFT CORP | $12M | 32,937 |
| 19 | UNITED RENTALS INC | $11M | 15,603 |
| 20 | SPDR GOLD TR | $10M | 22,083 |
| 21 | TAYLOR MORRISON HOME CORP | $9M | 158,606 |
| 22 | ALPS ETF TR | $8M | 150,615 |
| 23 | EQUINOX GOLD CORP | $8M | 519,219 |
| 24 | ICON PLC | $7M | 66,005 |
| 25 | TRAVELERS COMPANIES INC | $2M | 6,627 |
| 26 | GE VERNOVA INC | $1M | 1,426 |
| 27 | ENTERPRISE PRODS PARTNERS L | $941k | 24,855 |
| 28 | RUSH ENTERPRISES INC | $608k | 9,454 |
| 29 | EXXON MOBIL CORP | $278k | 1,640 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.