13F HOLDINGS REPORT
MUHLENKAMP & CO INC
Quarter ended Q2 2025 · Filed July 24, 2025 · Accession 0001133219-25-000005
Total Value
$320.5M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EQT CORP | EQT | 451,015 | $26.3M | 8.21% |
| 2 | MCKESSON CORP | MCK | 27,084 | $19.8M | 6.19% |
| 3 | NMI HLDGS INC | NMIH | 465,854 | $19.7M | 6.13% |
| 4 | RUSH ENTERPRISES INC | RUSHB | 373,783 | $19.3M | 6.01% |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 38,351 | $18.6M | 5.81% |
| 6 | MASTEC INC | MTZ | 106,084 | $18.1M | 5.64% |
| 7 | AGNICO EAGLE MINES LTD | AEM | 151,287 | $18.0M | 5.61% |
| 8 | BGC GROUP INC | BGC | 1,749,838 | $17.9M | 5.59% |
| 9 | NEWMONT CORP | NEMCL | 283,860 | $16.5M | 5.16% |
| 10 | MICROSOFT CORP | MSFT | 32,311 | $16.1M | 5.01% |
| 11 | ROYAL GOLD INC | RGLD | 87,526 | $15.6M | 4.86% |
| 12 | MICROCHIP TECHNOLOGY INC. | MCHPP | 201,491 | $14.2M | 4.42% |
| 13 | WABTEC | 929740108 | 62,944 | $13.2M | 4.11% |
| 14 | APPLE INC | AAPL | 62,616 | $12.8M | 4.01% |
| 15 | UNITED RENTALS INC | URI | 15,527 | $11.7M | 3.65% |
| 16 | SCHLUMBERGER LTD | SLB | 319,166 | $10.8M | 3.37% |
| 17 | TAYLOR MORRISON HOME CORP | TMHC | 157,082 | $9.6M | 3.01% |
| 18 | ALPS ETF TR | 00162Q452 | 176,712 | $8.6M | 2.69% |
| 19 | CELANESE CORP DEL | CE | 151,208 | $8.4M | 2.61% |
| 20 | SPDR GOLD TR | GLD | 22,306 | $6.8M | 2.12% |
| 21 | JD.COM INC | JDCMF | 203,896 | $6.7M | 2.08% |
| 22 | DOW INC | DOW | 229,069 | $6.1M | 1.89% |
| 23 | TRANSOCEAN LTD | RIG | 1,058,760 | $2.7M | 0.86% |
| 24 | TRAVELERS COMPANIES INC | TRV | 6,648 | $1.8M | 0.55% |
| 25 | ENTERPRISE PRODS PARTNERS L | 293792107 | 24,855 | $770,754 | 0.24% |
| 26 | RUSH ENTERPRISES INC | RUSHB | 9,501 | $498,612 | 0.16% |