Stock Taper 
MUHLENKAMP & CO INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 BGC Group, Inc | BGC | 1.45M | $15.47M |
 EQT Corporation | EQT | 402.24K | $21.39M |
 NMI Holdings, Inc. | NMIH | 368.56K | $15.14M |
 Rush Enterprises, Inc. | RUSHA | 332.33K | $24.26M |
 Slb N.V. | SLB | 323.88K | $15.06M |
 Newmont Corporation | NEM | 231.09K | $21.58M |
 Celanese Corporation | CE | 212K | $9.75M |
 Microchip Technology Incorporated | MCHP | 203.14K | $18.53M |
 LyondellBasell Industries N.V. | LYB | 187.92K | $9.89M |
 Agnico Eagle Mines Limited | AEM | 138.52K | $21.49M |
 Royal Gold, Inc. | RGLD | 88.09K | $17.58M |
 ICON Public Limited Company | ICLR | 66.34K | $11.52M |
 Westinghouse Air Brake Technologies Corporation | WAB | 63.16K | $17.03M |
 Apple Inc. | AAPL | 62.13K | $17.98M |
 Berkshire Hathaway Inc. | BRK-B | 38.49K | $19.26M |
 Microsoft Corporation | MSFT | 32.78K | $12.23M |
 McKesson Corporation | MCK | 27.2K | $20.55M |
 Enterprise Products Partners L.P. | EPD | 24.86K | $913.67K |
 United Rentals, Inc. | URI | 15.67K | $17.76M |
 Rush Enterprises, Inc. | RUSHB | 9.39K | $718.57K |