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MUHLENKAMP & CO INC: MCHP position timeline

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

MUHLENKAMP & CO INC held 203,139 MCHP 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 203,139 shares
    Change vs previous 13F +154 shares

    5.37% of the 13F portfolio, value $18,526,277.

    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 202,985 shares
    Change vs previous 13F 0 shares

    3.45% of the 13F portfolio, value $13,114,861.

    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 202,985 shares
    Change vs previous 13F +1,232 shares

    3.48% of the 13F portfolio, value $12,934,204.

    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 201,753 shares
    Change vs previous 13F +262 shares

    3.52% of the 13F portfolio, value $12,956,589.

    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 201,491 shares
    Change vs previous 13F +90,431 shares

    4.42% of the 13F portfolio, value $14,178,934.

    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 111,060 shares
    Change vs previous 13F -6,832 shares

    1.76% of the 13F portfolio, value $5,376,406.

    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 117,892 shares
    Change vs previous 13F +487 shares

    2.05% of the 13F portfolio, value $6,761,122.

    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 117,405 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $9,426,428.

    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).