13F-HR filed by MUHLENKAMP & CO INC
MUHLENKAMP & CO INC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-06, with 29 holding rows worth $379,789,142.
- Accession
- 0001133219-26-000002
- Filer
- CIK 1133219
- Filed
- 2026-05-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 29 entries on the cover page, a total value of $379,789,142 stated on the cover page (in dollars after the unit check, H1), rows summing to $379,789,142 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 |
|---|---|---|---|---|---|---|
| AGNICO EAGLE MINES LTD COM | 008474108 | Stock | 138,588 | $28,130,592 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 401,242 | $25,535,041 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 231,182 | $25,025,452 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 27,169 | $23,510,966 | dollars as filed | |
| ROYAL GOLD INC | 780287108 | COM | 87,892 | $22,367,635 | dollars as filed | |
| RUSH ENTERPRISES INC CL A | 781846209 | Stock | 331,905 | $21,942,240 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 38,351 | $18,377,799 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 322,171 | $16,556,368 | dollars as filed | |
| Apple Inc | 037833100 | COM | 62,559 | $15,876,849 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 63,155 | $15,783,066 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 187,159 | $15,077,529 | dollars as filed | |
| BGC GROUP INC CL A | 088929104 | Stock | 1,443,941 | $14,121,743 | dollars as filed | |
| CELANESE CORP DEL COM | 150870103 | Stock | 210,800 | $13,864,316 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 42,832 | $13,780,768 | dollars as filed | |
| NMI HLDGS INC | 629209305 | COM | 366,219 | $13,736,875 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 202,985 | $13,114,861 | dollars as filed | |
| EA SERIES TRUST | 02072L607 | FREEDOM 100 EM | 236,825 | $12,942,486 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 32,937 | $12,192,295 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 15,603 | $11,367,722 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 22,083 | $9,502,094 | dollars as filed | |
| TAYLOR MORRISON HOME CORP COM | 87724P106 | Stock | 158,606 | $9,237,213 | dollars as filed | |
| ALPS ETF TR | 00162Q452 | ALERIAN MLP | 150,615 | $7,928,374 | dollars as filed | |
| EQUINOX GOLD CORP | 29446Y502 | COM | 519,219 | $7,507,907 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 66,005 | $7,304,113 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 6,627 | $1,932,963 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,426 | $1,244,755 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 24,855 | $940,513 | dollars as filed | |
| RUSH ENTERPRISES INC CL B | 781846308 | COMMON STOCK | 9,454 | $608,365 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,640 | $278,242 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001133219-26-000002 | this filing | 2026-05-06 | acceptance time not in the bulk data set |