13F HOLDINGS REPORT
MUHLENKAMP & CO INC
Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001133219-25-000006
Total Value
$367.9M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AGNICO EAGLE MINES LTD | AEM | 151,311 | $25.5M | 6.93% |
| 2 | EQT CORP | EQT | 450,963 | $24.5M | 6.67% |
| 3 | NEWMONT CORP | NEMCL | 283,943 | $23.9M | 6.51% |
| 4 | MASTEC INC | MTZ | 105,786 | $22.5M | 6.12% |
| 5 | MCKESSON CORP | MCK | 27,108 | $20.9M | 5.69% |
| 6 | RUSH ENTERPRISES INC | RUSHB | 374,051 | $20.0M | 5.44% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 38,380 | $19.3M | 5.24% |
| 8 | NMI HLDGS INC | NMIH | 466,347 | $17.9M | 4.86% |
| 9 | ROYAL GOLD INC | RGLD | 87,585 | $17.6M | 4.78% |
| 10 | MICROSOFT CORP | MSFT | 32,347 | $16.8M | 4.55% |
| 11 | BGC GROUP INC | BGC | 1,751,739 | $16.6M | 4.50% |
| 12 | APPLE INC | AAPL | 62,673 | $16.0M | 4.34% |
| 13 | UNITED RENTALS INC | URI | 15,523 | $14.8M | 4.03% |
| 14 | MICROCHIP TECHNOLOGY INC. | MCHPP | 201,753 | $13.0M | 3.52% |
| 15 | ICON PLC | ICLR | 73,467 | $12.9M | 3.49% |
| 16 | WABTEC | 929740108 | 63,030 | $12.6M | 3.43% |
| 17 | SCHLUMBERGER LTD | SLB | 319,738 | $11.0M | 2.99% |
| 18 | TAYLOR MORRISON HOME CORP | TMHC | 157,398 | $10.4M | 2.82% |
| 19 | LYONDELLBASELL INDUSTRIES N | LYB | 184,075 | $9.0M | 2.45% |
| 20 | ALPS ETF TR | 00162Q452 | 176,721 | $8.3M | 2.25% |
| 21 | SPDR GOLD TR | GLD | 22,242 | $7.9M | 2.15% |
| 22 | CELANESE CORP DEL | CE | 184,455 | $7.8M | 2.11% |
| 23 | JD.COM INC | JDCMF | 181,412 | $6.3M | 1.72% |
| 24 | EQUINOX GOLD CORP | EQX | 514,257 | $5.8M | 1.57% |
| 25 | TRAVELERS COMPANIES INC | TRV | 6,627 | $1.9M | 0.50% |
| 26 | CHART INDS INC | 16115Q308 | 7,924 | $1.6M | 0.43% |
| 27 | GE VERNOVA INC | GEV | 1,426 | $876,847 | 0.24% |
| 28 | ROYAL CARIBBEAN GROUP | V7780T103 | 2,671 | $864,282 | 0.23% |
| 29 | ENTERPRISE PRODS PARTNERS L | 293792107 | 24,855 | $777,216 | 0.21% |
| 30 | RUSH ENTERPRISES INC | RUSHB | 9,501 | $545,547 | 0.15% |
| 31 | FIRST COMWLTH FINL CORP PA | 319829107 | 10,154 | $173,126 | 0.05% |