MUHLENKAMP & CO INC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, MUHLENKAMP & CO INC held in its portfolio 28 assets valued at $371,820,349 (i.e. $371.82M).

The most valuable assets in the portfolio included: NEWMONT CORP ($28.41M), AGNICO EAGLE MINES LTD ($25.65M), and EQT CORP ($24.18M).

The chart below shows the top 10 valuable assets, and the table below shows the top 28 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in MUHLENKAMP & CO INC Portfolio

NEWMONT CORP

AGNICO EAGLE MINES LTD

EQT CORP

MASTEC INC

MCKESSON CORP

RUSH ENTERPRISES INC

ROYAL GOLD INC

BERKSHIRE HATHAWAY INC DEL

NMI HLDGS INC

APPLE INC

MUHLENKAMP & CO INC - Stock Holdings in 13F Filings (SEC)

Items per page:

0 of 0

Name of Issuer	No. of Shares	Value ($)	Class
NEWMONT CORP	284481	28405428	COM
AGNICO EAGLE MINES LTD	151269	25644634	COM
EQT CORP	451127	24180407	COM
MASTEC INC	105760	22989051	COM
MCKESSON CORP	27193	22306146	COM
RUSH ENTERPRISES INC	375519	20255495	CL A
ROYAL GOLD INC	87928	19545515	COM
BERKSHIRE HATHAWAY INC DEL	38411	19307289	CL B NEW
NMI HLDGS INC	467789	19081113	COM
APPLE INC	62841	17083954	COM
MICROSOFT CORP	33005	15961764	COM
BGC GROUP INC	1759280	15710370	CL A
WABTEC	63301	13511598	COM
ICON PLC	73865	13459680	SHS
MICROCHIP TECHNOLOGY INC.	202985	12934204	COM
UNITED RENTALS INC	15606	12630248	COM
SLB LIMITED	322031	12359550	COM STK
TAYLOR MORRISON HOME CORP	158548	9333721	COM
CELANESE CORP DEL	209403	8853559	COM
SPDR GOLD TR	22301	8838109	GOLD SHS
ALPS ETF TR	176301	8289673	ALERIAN MLP
LYONDELLBASELL INDUSTRIES N	185821	8046049	SHS - A -
EQUINOX GOLD CORP	518022	7273029	COM
TRAVELERS COMPANIES INC	6627	1922228	COM
CHART INDS INC	7924	1634167	COM
GE VERNOVA INC	1426	931991	COM
ENTERPRISE PRODS PARTNERS L	24855	796851	COM
RUSH ENTERPRISES INC	9501	534526	CL B