MUHLENKAMP & CO INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BGC | 1.75M | $16.57M |
 | NMIH | 466K | $17.88M |
 | EQT | 451K | $24.55M |
 | RUSHA | 374K | $20.00M |
 | SLB | 320K | $10.99M |
 | NEM | 284K | $23.94M |
 | MCHP | 202K | $12.96M |
 | CE | 184K | $7.76M |
 | LYB | 184K | $9.03M |
 | JD | 181K | $6.35M |
 | TMHC | 157K | $10.39M |
 | AEM | 151K | $25.50M |
 | MTZ | 106K | $22.51M |
 | RGLD | 88K | $17.57M |
 | ICLR | 73K | $12.86M |
 | WAB | 63K | $12.64M |
 | AAPL | 63K | $15.96M |
 | BRK-B | 38K | $19.30M |
 | MSFT | 32K | $16.75M |
 | MCK | 27K | $20.94M |
BGC Group, Inc
BGC
Shares Held
1.75M
Value
$16.57M
NMI Holdings, Inc.
NMIH
Shares Held
466K
Value
$17.88M
EQT Corporation
EQT
Shares Held
451K
Value
$24.55M
Rush Enterprises, Inc.
RUSHA
Shares Held
374K
Value
$20.00M
SLB N.V.
SLB
Shares Held
320K
Value
$10.99M
Newmont Corporation
NEM
Shares Held
284K
Value
$23.94M
Microchip Technology Incorporated
MCHP
Shares Held
202K
Value
$12.96M
Celanese Corporation
CE
Shares Held
184K
Value
$7.76M
LyondellBasell Industries N.V.
LYB
Shares Held
184K
Value
$9.03M
JD.com, Inc.
JD
Shares Held
181K
Value
$6.35M
Taylor Morrison Home Corporation
TMHC
Shares Held
157K
Value
$10.39M
Agnico Eagle Mines Limited
AEM
Shares Held
151K
Value
$25.50M
MasTec, Inc.
MTZ
Shares Held
106K
Value
$22.51M
Royal Gold, Inc.
RGLD
Shares Held
88K
Value
$17.57M
ICON Public Limited Company
ICLR
Shares Held
73K
Value
$12.86M
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
63K
Value
$12.64M
Apple Inc.
AAPL
Shares Held
63K
Value
$15.96M
Berkshire Hathaway Inc.
BRK-B
Shares Held
38K
Value
$19.30M
Microsoft Corporation
MSFT
Shares Held
32K
Value
$16.75M
McKesson Corporation
MCK
Shares Held
27K
Value
$20.94M