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MUHLENKAMP & CO INC: NEM position timeline

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

MUHLENKAMP & CO INC held 231,090 NEM 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 231,090 shares
    Change vs previous 13F -92 shares

    6.25% of the 13F portfolio, value $21,583,806.

    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 231,182 shares
    Change vs previous 13F -53,299 shares

    6.59% of the 13F portfolio, value $25,025,452.

    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 284,481 shares
    Change vs previous 13F +538 shares

    7.64% of the 13F portfolio, value $28,405,428.

    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 283,943 shares
    Change vs previous 13F +83 shares

    6.51% of the 13F portfolio, value $23,939,250.

    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 283,860 shares
    Change vs previous 13F +137 shares

    5.16% of the 13F portfolio, value $16,537,667.

    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 283,723 shares
    Change vs previous 13F +1,620 shares

    4.48% of the 13F portfolio, value $13,698,125.

    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 282,103 shares
    Change vs previous 13F +801 shares

    3.19% of the 13F portfolio, value $10,499,889.

    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 281,302 shares
    Change vs previous 13F not available

    4.61% of the 13F portfolio, value $15,035,581.

    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).