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MUHLENKAMP & CO INC: BGC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MUHLENKAMP & CO INC on BGC, newest first. How the timeline and the estimate are built.

MUHLENKAMP & CO INC held 1,447,070 BGC shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,447,070 shares
    Change vs previous 13F +3,129 shares

    4.48% of the 13F portfolio, value $15,469,178.

    13F-HR 0001133219-26-000003 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,443,941 shares
    Change vs previous 13F -315,339 shares

    3.72% of the 13F portfolio, value $14,121,743.

    13F-HR 0001133219-26-000002 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,759,280 shares
    Change vs previous 13F +7,541 shares

    4.23% of the 13F portfolio, value $15,710,370.

    13F-HR 0001133219-26-000001 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,751,739 shares
    Change vs previous 13F +1,901 shares

    4.5% of the 13F portfolio, value $16,571,449.

    13F-HR 0001133219-25-000006 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,749,838 shares
    Change vs previous 13F +15,539 shares

    5.59% of the 13F portfolio, value $17,900,839.

    13F-HR 0001133219-25-000005 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,734,299 shares
    Change vs previous 13F -459 shares

    5.2% of the 13F portfolio, value $15,903,523.

    13F-HR 0001133219-25-000004 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,734,758 shares
    Change vs previous 13F +2,839 shares

    4.77% of the 13F portfolio, value $15,716,903.

    13F-HR 0001133219-25-000001 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,731,919 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $15,899,017.

    13F-HR 0001133219-24-000004 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).