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MUHLENKAMP & CO INC

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13F filer, CIK 1133219, WEXFORD, PA

MUHLENKAMP & CO INC reported $379,789,142 across 29 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-06. Its ten largest share positions make up 56.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001133219-26-000002

Period
2026-03-31
Reported value
$380M
Holdings
29
Top 10 weight
56.11%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FRDMnew+236,825$12.9M
XOMnew+1,640$278K
LYBadded+1,338$108K
CEadded+1,397$91.9K
EQXadded+1,197$17.3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MTZreduced-62,928-$20.2M
NEMreduced-53,299-$5.77M
NMIHreduced-101,570-$3.81M
EQTreduced-49,885-$3.17M
BGCreduced-315,339-$3.08M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001133219-26-000002, largest first. % of portfolio is the value over $379,789,142, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150,532 shares; 2025Q1: 151,252 shares; 2025Q2: 151,287 shares; 2025Q3: 151,311 shares; 2025Q4: 151,269 shares; 2026Q1: 138,588 shares 138,588$28.1M7.41%-12,681Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450,717 shares; 2024Q4: 451,435 shares; 2025Q1: 450,091 shares; 2025Q2: 451,015 shares; 2025Q3: 450,963 shares; 2025Q4: 451,127 shares; 2026Q1: 401,242 shares 401,242$25.5M6.72%-49,885Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,302 shares; 2024Q4: 282,103 shares; 2025Q1: 283,723 shares; 2025Q2: 283,860 shares; 2025Q3: 283,943 shares; 2025Q4: 284,481 shares; 2026Q1: 231,182 shares 231,182$25M6.59%-53,299Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,607 shares; 2024Q4: 38,661 shares; 2025Q1: 38,589 shares; 2025Q2: 27,084 shares; 2025Q3: 27,108 shares; 2025Q4: 27,193 shares; 2026Q1: 27,169 shares 27,169$23.5M6.19%-24Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,749 shares; 2024Q4: 86,978 shares; 2025Q1: 87,460 shares; 2025Q2: 87,526 shares; 2025Q3: 87,585 shares; 2025Q4: 87,928 shares; 2026Q1: 87,892 shares 87,892$22.4M5.89%-36Timeline
RUSHARUSH ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371,437 shares; 2024Q4: 371,978 shares; 2025Q1: 371,481 shares; 2025Q2: 373,783 shares; 2025Q3: 374,051 shares; 2025Q4: 375,519 shares; 2026Q1: 331,905 shares 331,905$21.9M5.78%-43,614Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,124 shares; 2024Q4: 38,172 shares; 2025Q1: 38,138 shares; 2025Q2: 38,351 shares; 2025Q3: 38,380 shares; 2025Q4: 38,411 shares; 2026Q1: 38,351 shares 38,351$18.4M4.84%-60Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,060 shares; 2024Q4: 315,827 shares; 2025Q1: 315,817 shares; 2025Q2: 319,166 shares; 2025Q3: 319,738 shares; 2025Q4: 322,031 shares; 2026Q1: 322,171 shares 322,171$16.6M4.36%+140Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,914 shares; 2024Q4: 63,056 shares; 2025Q1: 62,446 shares; 2025Q2: 62,616 shares; 2025Q3: 62,673 shares; 2025Q4: 62,841 shares; 2026Q1: 62,559 shares 62,559$15.9M4.18%-282Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,327 shares; 2024Q4: 62,484 shares; 2025Q1: 62,374 shares; 2025Q2: 62,944 shares; 2025Q3: 63,030 shares; 2025Q4: 63,301 shares; 2026Q1: 63,155 shares 63,155$15.8M4.16%-146Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 184,075 shares; 2025Q4: 185,821 shares; 2026Q1: 187,159 shares 187,159$15.1M3.97%+1,338Timeline
BGCBGC GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,731,919 shares; 2024Q4: 1,734,758 shares; 2025Q1: 1,734,299 shares; 2025Q2: 1,749,838 shares; 2025Q3: 1,751,739 shares; 2025Q4: 1,759,280 shares; 2026Q1: 1,443,941 shares 1,443,941$14.1M3.72%-315,339Timeline
CECELANESE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151,208 shares; 2025Q3: 184,455 shares; 2025Q4: 209,403 shares; 2026Q1: 210,800 shares 210,800$13.9M3.65%+1,397Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,271 shares; 2024Q4: 105,504 shares; 2025Q1: 105,459 shares; 2025Q2: 106,084 shares; 2025Q3: 105,786 shares; 2025Q4: 105,760 shares; 2026Q1: 42,832 shares 42,832$13.8M3.63%-62,928Timeline
NMIHNMI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463,697 shares; 2024Q4: 463,893 shares; 2025Q1: 462,971 shares; 2025Q2: 465,854 shares; 2025Q3: 466,347 shares; 2025Q4: 467,789 shares; 2026Q1: 366,219 shares 366,219$13.7M3.62%-101,570Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,405 shares; 2024Q4: 117,892 shares; 2025Q1: 111,060 shares; 2025Q2: 201,491 shares; 2025Q3: 201,753 shares; 2025Q4: 202,985 shares; 2026Q1: 202,985 shares 202,985$13.1M3.45%0Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 236,825 shares 236,825$12.9M3.41%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,958 shares; 2024Q4: 32,038 shares; 2025Q1: 32,241 shares; 2025Q2: 32,311 shares; 2025Q3: 32,347 shares; 2025Q4: 33,005 shares; 2026Q1: 32,937 shares 32,937$12.2M3.21%-68Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,336 shares; 2024Q4: 15,375 shares; 2025Q1: 15,368 shares; 2025Q2: 15,527 shares; 2025Q3: 15,523 shares; 2025Q4: 15,606 shares; 2026Q1: 15,603 shares 15,603$11.4M2.99%-3Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,948 shares; 2024Q4: 22,085 shares; 2025Q1: 22,328 shares; 2025Q2: 22,306 shares; 2025Q3: 22,242 shares; 2025Q4: 22,301 shares; 2026Q1: 22,083 shares 22,083$9.5M2.5%-218Timeline
TMHCTAYLOR MORRISON HOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,823 shares; 2024Q4: 155,280 shares; 2025Q1: 155,206 shares; 2025Q2: 157,082 shares; 2025Q3: 157,398 shares; 2025Q4: 158,548 shares; 2026Q1: 158,606 shares 158,606$9.24M2.43%+58Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,101 shares; 2024Q4: 175,109 shares; 2025Q1: 176,704 shares; 2025Q2: 176,712 shares; 2025Q3: 176,721 shares; 2025Q4: 176,301 shares; 2026Q1: 150,615 shares 150,615$7.93M2.09%-25,686Timeline
EQXEQUINOX GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 514,257 shares; 2025Q4: 518,022 shares; 2026Q1: 519,219 shares 519,219$7.51M1.98%+1,197Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,467 shares; 2025Q4: 73,865 shares; 2026Q1: 66,005 shares 66,005$7.3M1.92%-7,860Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,648 shares; 2025Q2: 6,648 shares; 2025Q3: 6,627 shares; 2025Q4: 6,627 shares; 2026Q1: 6,627 shares 6,627$1.93M0.51%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares; 2026Q1: 1,426 shares 1,426$1.24M0.33%0Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,855 shares; 2024Q4: 26,855 shares; 2025Q1: 24,855 shares; 2025Q2: 24,855 shares; 2025Q3: 24,855 shares; 2025Q4: 24,855 shares; 2026Q1: 24,855 shares 24,855$941K0.25%0Timeline
RUSHBRUSH ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,501 shares; 2024Q4: 9,501 shares; 2025Q1: 9,501 shares; 2025Q2: 9,501 shares; 2025Q3: 9,501 shares; 2025Q4: 9,501 shares; 2026Q1: 9,454 shares 9,454$608K0.16%-47Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,640 shares 1,640$278K0.07%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GTLSCHART INDS INC7,924$1.63Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001133219-26-000002 base2026-05-06acceptance time not in the bulk data set