MUHLENKAMP & CO INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BGC | 1.76M | $15.71M |
 | NMIH | 468K | $19.08M |
 | EQT | 451K | $24.18M |
 | RUSHA | 376K | $20.26M |
 | SLB | 322K | $12.36M |
 | NEM | 284K | $28.41M |
 | CE | 209K | $8.85M |
 | MCHP | 203K | $12.93M |
 | LYB | 186K | $8.05M |
 | TMHC | 159K | $9.33M |
 | AEM | 151K | $25.64M |
 | MTZ | 106K | $22.99M |
 | RGLD | 88K | $19.55M |
 | ICLR | 74K | $13.46M |
 | WAB | 63K | $13.51M |
 | AAPL | 63K | $17.08M |
 | BRK-B | 38K | $19.31M |
 | MSFT | 33K | $15.96M |
 | MCK | 27K | $22.31M |
 | EPD | 25K | $796.85K |
BGC Group, Inc
BGC
Shares Held
1.76M
Value
$15.71M
NMI Holdings, Inc.
NMIH
Shares Held
468K
Value
$19.08M
EQT Corporation
EQT
Shares Held
451K
Value
$24.18M
Rush Enterprises, Inc.
RUSHA
Shares Held
376K
Value
$20.26M
SLB N.V.
SLB
Shares Held
322K
Value
$12.36M
Newmont Corporation
NEM
Shares Held
284K
Value
$28.41M
Celanese Corporation
CE
Shares Held
209K
Value
$8.85M
Microchip Technology Incorporated
MCHP
Shares Held
203K
Value
$12.93M
LyondellBasell Industries N.V.
LYB
Shares Held
186K
Value
$8.05M
Taylor Morrison Home Corporation
TMHC
Shares Held
159K
Value
$9.33M
Agnico Eagle Mines Limited
AEM
Shares Held
151K
Value
$25.64M
MasTec, Inc.
MTZ
Shares Held
106K
Value
$22.99M
Royal Gold, Inc.
RGLD
Shares Held
88K
Value
$19.55M
ICON Public Limited Company
ICLR
Shares Held
74K
Value
$13.46M
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
63K
Value
$13.51M
Apple Inc.
AAPL
Shares Held
63K
Value
$17.08M
Berkshire Hathaway Inc.
BRK-B
Shares Held
38K
Value
$19.31M
Microsoft Corporation
MSFT
Shares Held
33K
Value
$15.96M
McKesson Corporation
MCK
Shares Held
27K
Value
$22.31M
Enterprise Products Partners L.P.
EPD
Shares Held
25K
Value
$796.85K