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MUHLENKAMP & CO INC - Portfolio Stock Holdings

MUHLENKAMP & CO INC disclosed 29 stock positions in a recent SEC 13F filing. $345,026,921 of stock holdings were filed, with the largest holdings including RUSHA, NEM, and AEM. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $435,829,498 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.

Report Period:

June 30, 2026

No. of Stocks:

29

Est. Stock Holding Value:

$345,026,921

Top Stock Holdings By Sector

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Portfolio Stock Holdings - MUHLENKAMP & CO INC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
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