MUHLENKAMP & CO INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BGC | 1.44M | $14.12M |
 | EQT | 401K | $25.54M |
 | NMIH | 366K | $13.74M |
 | RUSHA | 332K | $21.94M |
 | SLB | 322K | $16.56M |
 | NEM | 231K | $25.03M |
 | CE | 211K | $13.86M |
 | MCHP | 203K | $13.11M |
 | LYB | 187K | $15.08M |
 | TMHC | 159K | $9.24M |
 | AEM | 139K | $28.13M |
 | RGLD | 88K | $22.37M |
 | ICLR | 66K | $7.30M |
 | WAB | 63K | $15.78M |
 | AAPL | 63K | $15.88M |
 | MTZ | 43K | $13.78M |
 | BRK-B | 38K | $18.38M |
 | MSFT | 33K | $12.19M |
 | MCK | 27K | $23.51M |
 | EPD | 25K | $940.51K |
BGC Group, Inc
BGC
Shares Held
1.44M
Value
$14.12M
EQT Corporation
EQT
Shares Held
401K
Value
$25.54M
NMI Holdings, Inc.
NMIH
Shares Held
366K
Value
$13.74M
Rush Enterprises, Inc.
RUSHA
Shares Held
332K
Value
$21.94M
Slb N.V.
SLB
Shares Held
322K
Value
$16.56M
Newmont Corporation
NEM
Shares Held
231K
Value
$25.03M
Celanese Corporation
CE
Shares Held
211K
Value
$13.86M
Microchip Technology Incorporated
MCHP
Shares Held
203K
Value
$13.11M
LyondellBasell Industries N.V.
LYB
Shares Held
187K
Value
$15.08M
Taylor Morrison Home Corporation
TMHC
Shares Held
159K
Value
$9.24M
Agnico Eagle Mines Limited
AEM
Shares Held
139K
Value
$28.13M
Royal Gold, Inc.
RGLD
Shares Held
88K
Value
$22.37M
ICON Public Limited Company
ICLR
Shares Held
66K
Value
$7.30M
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
63K
Value
$15.78M
Apple Inc.
AAPL
Shares Held
63K
Value
$15.88M
MasTec, Inc.
MTZ
Shares Held
43K
Value
$13.78M
Berkshire Hathaway Inc.
BRK-B
Shares Held
38K
Value
$18.38M
Microsoft Corporation
MSFT
Shares Held
33K
Value
$12.19M
McKesson Corporation
MCK
Shares Held
27K
Value
$23.51M
Enterprise Products Partners L.P.
EPD
Shares Held
25K
Value
$940.51K