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MUHLENKAMP & CO INC: MCK position timeline

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

MUHLENKAMP & CO INC held 27,202 MCK 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 27,202 shares
    Change vs previous 13F +33 shares

    5.95% of the 13F portfolio, value $20,553,831.

    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 27,169 shares
    Change vs previous 13F -24 shares

    6.19% of the 13F portfolio, value $23,510,966.

    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 27,193 shares
    Change vs previous 13F +85 shares

    6% of the 13F portfolio, value $22,306,146.

    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 27,108 shares
    Change vs previous 13F +24 shares

    5.69% of the 13F portfolio, value $20,942,214.

    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 27,084 shares
    Change vs previous 13F -11,505 shares

    6.19% of the 13F portfolio, value $19,846,781.

    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 38,589 shares
    Change vs previous 13F -72 shares

    8.5% of the 13F portfolio, value $25,970,143.

    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 38,661 shares
    Change vs previous 13F +54 shares

    6.69% of the 13F portfolio, value $22,033,380.

    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 38,607 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $19,088,128.

    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).