MUHLENKAMP & CO INC

AUM: $375.41 M
13-F Portfolio Value: $236.04 M
Last 13-F Filed: Q4 2022
Concentration in top 10: 56.52%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
SLBSCHLUMBERGER LTD7.12%314,208$16,797,560-294-0.09%$53.4613F
EQTEQT CORP6.39%445,841$15,082,801-451-0.1%$33.8313F
OXYOCCIDENTAL PETE CORP6.22%232,926$14,672,009-237-0.1%$62.9913F
MCKMCKESSON CORP6.08%38,249$14,347,965400.1%$375.1213F
PSQPROSHARES TR5.64%904,875$13,319,760904,875New$14.7213F
UNHUNITEDHEALTH GROUP INC5.56%24,755$13,124,606190.08%$530.1813F
RUSHARUSH ENTERPRISES INC5.32%240,406$12,568,426No Change$52.2813F
BRKBBERKSHIRE HATHAWAY INC DEL4.9%37,430$11,562,127360.1%$308.913F
DOWDOW INC4.65%217,958$10,982,904-199-0.09%$50.3913F
MTZMASTEC INC4.64%128,217$10,940,757-124-0.1%$85.3313F
AMLPALPS ETF TR4.59%284,317$10,823,9482600.09%$38.0713F
KEXKIRBY CORP4.48%164,395$10,578,818-154-0.09%$64.3513F
CVSCVS HEALTH CORP4.35%110,123$10,262,3621220.11%$93.1913F
BMYBRISTOL-MYERS SQUIBB CO3.93%128,950$9,277,9531970.15%$71.9513F
AVGOBROADCOM INC3.81%16,080$8,990,810-16-0.1%$559.1313F
MCHPMICROCHIP TECHNOLOGY INC.3.33%112,024$7,869,686-112-0.1%$70.2513F
MSFTMICROSOFT CORP3.18%31,264$7,497,632-21-0.07%$239.8213F
AAPLAPPLE INC3.04%55,266$7,180,711-56-0.1%$129.9313F
NMIHNMI HLDGS INC2.6%293,384$6,131,726-196-0.07%$20.913F
WABWABTEC2.34%55,433$5,532,768-33-0.06%$99.8113F
RGLDROYAL GOLD INC2.24%46,932$5,290,175770.16%$112.7213F
FNVFRANCO NEV CORP2.22%38,385$5,238,785710.19%$136.4813F
CCJCAMECO CORP1.56%161,964$3,671,724-159-0.1%$22.6713F
GLDSPDR GOLD TR1.32%18,432$3,126,804-53-0.29%$169.6413F
EPDENTERPRISE PRODS PARTNERS L0.25%24,855$599,503No Change$24.1213F
RUSHBRUSH ENTERPRISES INC0.15%6,255$351,969-252-3.87%$56.2713F
XOMEXXON MOBIL CORP0.09%1,952$215,3061,952New$110.313F
TENTENNECO INC-475,114Exited13F
SPDNDIREXION SHS ETF TR-652,921Exited13F