account_balance
Investment manager · 13F filer · SEC CIK 1133219
Muhlenkamp & Co Inc
Reported value$411Mas of Sep 30, 2026
Positions32 5 new, 1 sold out
Top 10 weight52.2%NEM alone is 7%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NEMNewmont Corp
6.5%
AEMAgnico Eagle Mines Ltd
6.2%
MCKMcKesson Corp
5.7%
RUSHARush Enterprises Inc Tx
5.6%Added +50%
RGLDRoyal Gold Inc
5.1%
AAPLApple Inc.
5.1%
EQTEQT Corp
4.8%
BRK-BBerkshire Hathaway Inc
4.7%
WABWestinghouse Air Brake Technologies Corp
4.4%
MSFTMicrosoft Corp
4.2%Added +3%
BGCBGC Group, Inc.
4.1%
SLBSLB Limited
3.9%
NEMNewmont Corp
6.5%
AEMAgnico Eagle Mines Ltd
6.2%
MCKMcKesson Corp
5.7%
RUSHARush Enterprises Inc Tx
5.6%+50%
RGLDRoyal Gold Inc
5.1%
AAPLApple Inc.
5.1%
EQTEQT Corp
4.8%
BRK-BBerkshire Hathaway Inc
4.7%
WABWestinghouse Air Brake Technologies Corp
4.4%
MSFTMicrosoft Corp
4.2%
BGCBGC Group, Inc.
4.1%
SLBSLB Limited
3.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NEM Newmont Corp 6.5% HeldAEM Agnico Eagle Mines Ltd 6.2% HeldMCK McKesson Corp 5.7% HeldRUSHA Rush Enterprises Inc Tx 5.6% Added +50%RGLD Royal Gold Inc 5.1% HeldAAPL Apple Inc. 5.1% HeldEQT EQT Corp 4.8% HeldBRK-B Berkshire Hathaway Inc 4.7% HeldWAB Westinghouse Air Brake Technologies Corp 4.4% HeldMSFT Microsoft Corp 4.2% Added +3%BGC BGC Group, Inc. 4.1% HeldSLB SLB Limited 3.9% Held
What changed
Biggest moves since Jun 30, 2026
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