MUHLENKAMP & CO INC — 13F Holdings & Portfolio

CIK 1133219 · latest 13F-HR filed 2026-05-06

MUHLENKAMP & CO INC manages $379.8M in 13F-reported U.S. long-equity assets across 29 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AEM (7.41%), EQT (6.72%), NEM (6.59%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 1, added to 13, and trimmed 8.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$379.8M

Long-equity book

Holdings

29

Distinct positions

Period

2026-03-31

Filed 2026-05-06

Q/Q Activity

+2 / −1 / ↑13 / ↓8

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • LYONDELLBASELL INDUSTRIES NV$7.0M +87.4%
  • CELANESE CORP DEL$5.0M +56.6%
  • SLB LIMITED$4.2M +34.0%
  • ROYAL GOLD INC$2.8M +14.4%
  • AGNICO EAGLE MINES LTD$2.5M +9.7%
Show all 13

Top Trims

  • MASTEC INC-$9.2M -40.1%
  • ICON PLC-$6.2M -45.7%
  • NMI HLDGS INC-$5.3M -28.0%
  • MICROSOFT CORP-$3.8M -23.6%
  • NEWMONT CORP-$3.4M -11.9%
Show all 8

New Positions

  • EA SERIES TRUST$12.9M
  • EXXON MOBIL CORP$278.2K
Show all 2

Exited Positions

  • CHART INDS INC$1.6M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AGNICO EAGLE MINES LTD AEM 008474108 $28.1M 7.41% 138,588 SH
2 EQT CORP EQT 26884L109 $25.5M 6.72% 401,242 SH
3 NEWMONT CORP NEM 651639106 $25.0M 6.59% 231,182 SH
4 MCKESSON CORP MCK 58155Q103 $23.5M 6.19% 27,169 SH
5 ROYAL GOLD INC RGLD 780287108 $22.4M 5.89% 87,892 SH
6 RUSH ENTERPRISES INC RUSHA 781846209 $21.9M 5.78% 331,905 SH
7 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $18.4M 4.84% 38,351 SH
8 SLB LIMITED SLB 806857108 $16.6M 4.36% 322,171 SH
9 APPLE INC AAPL 037833100 $15.9M 4.18% 62,559 SH
10 WABTEC WAB 929740108 $15.8M 4.16% 63,155 SH
11 LYONDELLBASELL INDUSTRIES NV LYB N53745100 $15.1M 3.97% 187,159 SH
12 BGC GROUP INC BGC 088929104 $14.1M 3.72% 1,443,941 SH
13 CELANESE CORP DEL CE 150870103 $13.9M 3.65% 210,800 SH
14 MASTEC INC MTZ 576323109 $13.8M 3.63% 42,832 SH
15 NMI HLDGS INC NMIH 629209305 $13.7M 3.62% 366,219 SH
16 MICROCHIP TECHNOLOGY INC. MCHP 595017104 $13.1M 3.45% 202,985 SH
17 EA SERIES TRUST FRDM 02072L607 $12.9M 3.41% 236,825 SH
18 MICROSOFT CORP MSFT 594918104 $12.2M 3.21% 32,937 SH
19 UNITED RENTALS INC URI 911363109 $11.4M 2.99% 15,603 SH
20 SPDR GOLD TR GLD 78463V107 $9.5M 2.50% 22,083 SH
21 TAYLOR MORRISON HOME CORP TMHC 87724P106 $9.2M 2.43% 158,606 SH
22 ALPS ETF TR AMLP 00162Q452 $7.9M 2.09% 150,615 SH
23 EQUINOX GOLD CORP EQX 29446Y502 $7.5M 1.98% 519,219 SH
24 ICON PLC ICLR G4705A100 $7.3M 1.92% 66,005 SH
25 TRAVELERS COMPANIES INC TRV 89417E109 $1.9M 0.51% 6,627 SH
26 GE VERNOVA INC GEV 36828A101 $1.2M 0.33% 1,426 SH
27 ENTERPRISE PRODS PARTNERS L EPD 293792107 $940.5K 0.25% 24,855 SH
28 RUSH ENTERPRISES INC RUSHB 781846308 $608.4K 0.16% 9,454 SH
29 EXXON MOBIL CORP XOM 30231G102 $278.2K 0.07% 1,640 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-06 $379.8M 29 0001133219-26-000002
2025-12-31 2026-02-04 $371.8M 28 0001133219-26-000001