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MUHLENKAMP & CO INC

AUM: $0.00 M
13-F Portfolio Value: $329.47 M
Last 13-F Filed: Q4 2024
Concentration in top 10: 51.53%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
MCKMCKESSON CORP6.69%38,661$22,033,380540.14%$569.9113F
EQTEQT CORP6.32%451,435$20,815,6727180.16%$46.1113F
RUSHARUSH ENTERPRISES INC6.19%371,978$20,380,7015410.15%$54.7913F
BRKBBERKSHIRE HATHAWAY INC DEL5.25%38,172$17,302,785480.13%$453.2813F
NMIHNMI HLDGS INC5.18%463,893$17,052,7171960.04%$36.7613F
AAPLAPPLE INC4.79%63,056$15,790,5991420.23%$250.4213F
BGCBGC GROUP INC4.77%1,734,758$15,716,9032,8390.16%$9.0613F
MTZMASTEC INC4.36%105,504$14,363,3442330.22%$136.1413F
MSFTMICROSOFT CORP4.1%32,038$13,504,215800.25%$421.5113F
UNHUNITEDHEALTH GROUP INC3.88%25,265$12,780,339560.22%$505.8513F
TGNATEGNA INC3.84%691,332$12,644,4691,7960.26%$18.2913F
SLBSCHLUMBERGER LTD3.68%315,827$12,108,7997670.24%$38.3413F
WABWABTEC3.6%62,484$11,846,3121570.25%$189.5913F
AEMAGNICO EAGLE MINES LTD3.57%150,532$11,773,092150,532New$78.2113F
OXYOCCIDENTAL PETE CORP3.57%237,967$11,757,9516650.28%$49.4113F
RGLDROYAL GOLD INC3.48%86,978$11,468,0122290.26%$131.8513F
URIUNITED RENTALS INC3.29%15,375$10,830,491390.25%$704.4213F
PHMPULTE GROUP INC3.24%98,071$10,679,9252480.25%$108.913F
NEMNEWMONT CORP3.19%282,103$10,499,8898010.28%$37.2213F
TMHCTAYLOR MORRISON HOME CORP2.88%155,280$9,504,6874570.3%$61.2113F
DOWDOW INC2.75%225,369$9,044,0547700.34%$40.1313F
AMLPALPS ETF TR2.56%175,109$8,433,23880.00457%$48.1613F
KEXKIRBY CORP2.34%73,011$7,724,6042640.36%$105.813F
MCHPMICROCHIP TECHNOLOGY INC.2.05%117,892$6,761,1224870.41%$57.3513F
GLDSPDR GOLD TR1.62%22,085$5,347,5281370.62%$242.1313F
RIGTRANSOCEAN LTD1.17%1,024,601$3,842,2527,6360.75%$3.7513F
JDJD.COM INC1.02%96,898$3,359,43896,898New$34.6713F
EPDENTERPRISE PRODS PARTNERS L0.26%26,855$842,173No Change$31.3613F
IBITISHARES BITCOIN TRUST ETF0.23%14,010$743,231100.07%$53.0513F
RUSHBRUSH ENTERPRISES INC0.16%9,501$517,234No Change$54.4413F