Arkolith/Funds/Muhlenkamp & Co Inc

Muhlenkamp & Co Inc

CIK 1133219
Holdings as of Jun 30, 2026·disclosed Aug 18, 2026·~49-day 13F lag·13F-HR
Active Filer

Muhlenkamp & Co Inc holds a focused book of 28 stocks worth $345.3M as of Q2 2026 (disclosed Aug 18, 2026, a ~49-day 13F lag). This quarter they opened Ishares Silver Trust and trimmed Newmont Corp. Their largest long position is Rush Enterprises Inc-CL A at 7% of the equity book. Cloning the disclosed picks since 2024 would be +30% (+16.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
13
bought for the first time
Added to
16
already held, bought more
Trimmed
6
sold some, still holds it
Sold out
2
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+30.4%
+16.2%/yr · since Nov '24
Their reported book
+39.4%
held from quarter-end
S&P 500
+32.4%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Jul '25Dec '25Apr '26Aug '26
Muhlenkamp & Co Inc (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +39.4%, a 9.0-point gap that is the cost of the ~49-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Muhlenkamp & Co Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~49 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
58%
Top 20 holdings
94%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Financials
23%
Materials
20%
Industrials
19%
Information Technology
15%
Energy
11%
Consumer Discretionary
7%
Health Care
3%
ETF / fund or unclassified
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Muhlenkamp & Co Inc

Manager / fundShared namesTheir $ in those
FMR LLC41 / 28$222.6B
MORGAN STANLEY41 / 28$166.6B
JPMORGAN CHASE & CO41 / 28$149.3B
GOLDMAN SACHS GROUP INC41 / 28$75.1B
ROYAL BANK OF CANADA41 / 28$48.9B
UBS Group AG41 / 28$43.1B
WELLS FARGO & COMPANY/MN41 / 28$38.9B
OSAIC HOLDINGS, INC.41 / 28$5.0B

Ranked by how many of Muhlenkamp & Co Inc's top 28 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

28 positions
#SecurityValueShares% PortLast moveHistory
1Rush Enterprises Inc
CL A
$24.3M332.3K
7.0%
+0.1%
Added · +427 sh
2Newmont Corp
COM
$21.6M231.1K
6.3%
~0%
Reduced · −92 sh
3Agnico Eagle Mines Ltd
COM
$21.5M138.5K
6.2%
~0%
Reduced · −67 sh
4Eqt Corp
COM
$21.4M402.2K
6.2%
+0.2%
Added · +1K sh
5McKesson Corp
COM
$20.6M27.2K
6.0%
+0.1%
Added · +33 sh
6Berkshire Hathaway Inc Del
CL B NEW
$19.3M38.5K
5.6%
+0.4%
Added · +144 sh
7Microchip Technology Inc.
COM
$18.5M203.1K
5.4%
+0.1%
Added · +154 sh
8Apple Inc
COM
$18.0M62.1K
5.2%
−0.7%
Reduced · −434 sh
9United Rentals Inc
COM
$17.8M15.7K
5.1%
+0.4%
Added · +70 sh
10Royal Gold Inc
COM
$17.6M88.1K
5.1%
+0.2%
Added · +196 sh
11Wabtec
COM
$17.0M63.2K
4.9%
~0%
Added · +1 sh
12BGC Group Inc
CL A
$15.5M1.45M
4.5%
+0.2%
Added · +3K sh
13Nmi Hldgs Inc
COM
$15.1M368.6K
4.4%
+0.6%
Added · +2K sh
14SLB Limited
COM STK
$15.1M323.9K
4.4%
+0.5%
Added · +2K sh
15Microsoft Corp
COM
$12.2M32.8K
3.5%
−0.5%
Reduced · −161 sh
16Icon Pub Ltd Co
SHS
$11.5M66.3K
3.3%
+0.5%
Added · +332 sh
17Taylor Morrison Home Corp
COM
$11.4M158.6K
3.3%
~0%
Added · +19 sh
18Lyondellbasell Industries NV
SHS - A -
$9.9M187.9K
2.9%
+0.4%
Added · +761 sh
19Celanese Corp Del
COM
$9.8M212.0K
2.8%
+0.6%
Added · +1K sh
20SPDR Gold TR
GOLD SHS
$8.1M22.1K
2.4%
−0.1%
Reduced · −15 sh
21ALPS ETF TR
ALERIAN MLP
$7.8M150.6K
2.3%
Held
22Equinox Gold Corp
COM
$5.1M522.3K
1.5%
+0.6%
Added · +3K sh
23Travelers Companies Inc
COM
$2.2M6.6K
0.6%
Held
24Ge Vernova Inc
COM
$1.7M1.4K
0.5%
Held
25Enterprise Prods Partners L
COM
$914K24.9K
0.3%
Held
26Rush Enterprises Inc
CL B
$719K9.4K
0.2%
−0.6%
Reduced · −61 sh
27Ishares Silver TR
ISHARES
$671K12.6K
0.2%
New
New position
28Exxon Mobil Corp
COM
$224K1.6K
0.1%
Held
Showing all 28 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 18, 202628$345.3M13F-HR
Q1 2026Mar 31, 2026May 6, 202629$379.8M13F-HR
Q4 2025Dec 31, 2025Feb 4, 202628$371.8M13F-HR
Q3 2025Sep 30, 2025Nov 7, 202531$367.9M13F-HR
Q2 2025Jun 30, 2025Jul 24, 202526$320.5M13F-HR
Q1 2025Mar 31, 2025May 13, 202526$305.6M13F-HR
Q4 2024Dec 31, 2024Feb 13, 202530$329.5M13F-HR
Q3 2024Sep 30, 2024Nov 12, 202428$326.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.