13F-HR filed by MUHLENKAMP & CO INC
MUHLENKAMP & CO INC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-04, with 28 holding rows worth $371,820,349.
- Accession
- 0001133219-26-000001
- Filer
- CIK 1133219
- Filed
- 2026-02-04
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 28 entries on the cover page, a total value of $371,820,349 stated on the cover page (in dollars after the unit check, H1), rows summing to $371,820,349 with VALUE read as dollars as filed, 13F file number 028-03447. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NEWMONT CORP | 651639106 | COM | 284,481 | $28,405,428 | dollars as filed | |
| AGNICO EAGLE MINES LTD COM | 008474108 | Stock | 151,269 | $25,644,634 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 451,127 | $24,180,407 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 105,760 | $22,989,051 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 27,193 | $22,306,146 | dollars as filed | |
| RUSH ENTERPRISES INC CL A | 781846209 | Stock | 375,519 | $20,255,495 | dollars as filed | |
| ROYAL GOLD INC | 780287108 | COM | 87,928 | $19,545,515 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 38,411 | $19,307,289 | dollars as filed | |
| NMI HLDGS INC | 629209305 | COM | 467,789 | $19,081,113 | dollars as filed | |
| Apple Inc | 037833100 | COM | 62,841 | $17,083,954 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 33,005 | $15,961,764 | dollars as filed | |
| BGC GROUP INC CL A | 088929104 | Stock | 1,759,280 | $15,710,370 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 63,301 | $13,511,598 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 73,865 | $13,459,680 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 202,985 | $12,934,204 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 15,606 | $12,630,248 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 322,031 | $12,359,550 | dollars as filed | |
| TAYLOR MORRISON HOME CORP COM | 87724P106 | Stock | 158,548 | $9,333,721 | dollars as filed | |
| CELANESE CORP DEL COM | 150870103 | Stock | 209,403 | $8,853,559 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 22,301 | $8,838,109 | dollars as filed | |
| ALPS ETF TR | 00162Q452 | ALERIAN MLP | 176,301 | $8,289,673 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 185,821 | $8,046,049 | dollars as filed | |
| EQUINOX GOLD CORP | 29446Y502 | COM | 518,022 | $7,273,029 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 6,627 | $1,922,228 | dollars as filed | |
| CHART INDS INC | 16115Q308 | COM | 7,924 | $1,634,167 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,426 | $931,991 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 24,855 | $796,851 | dollars as filed | |
| RUSH ENTERPRISES INC CL B | 781846308 | COMMON STOCK | 9,501 | $534,526 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001133219-26-000001 | this filing | 2026-02-04 | acceptance time not in the bulk data set |