§ 13F · FUND PROFILE
MUHLENKAMP & CO INC.
AUM · $345M (13F)Positions · 28Turnover · n/a · Q2Filed · Aug 18, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$671K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RUSHA | RUSH ENTERPRISES INC | 332K | $24M | 7.0% | ±0% |
| 2 | NEM | NEWMONT CORP | 231K | $22M | 6.3% | ±0% |
| 3 | AEM | AGNICO EAGLE MINES LTD | 139K | $21M | 6.2% | ±0% |
| 4 | EQT | EQT CORP | 402K | $21M | 6.2% | ±0% |
| 5 | MCK | MCKESSON CORP | 27K | $21M | 6.0% | ±0% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 38K | $19M | 5.6% | ±0% |
| 7 | MCHP | MICROCHIP TECHNOLOGY INC. | 203K | $19M | 5.4% | ±0% |
| 8 | AAPL | APPLE INC | 62K | $18M | 5.2% | −1% |
| 9 | URI | UNITED RENTALS INC | 16K | $18M | 5.1% | ±0% |
| 10 | RGLD | ROYAL GOLD INC | 88K | $18M | 5.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MUHLENKAMP SIGNAL
AC read
MUHLENKAMP & CO INC is a Other fund managing $345 million in assets. The fund runs a focused portfolio of just 28 positions.
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