Subscribe Today

Get our free articles delivered directly to your email!

MUHLENKAMP & CO INC

AUM: $344.80 M

13-F Portfolio Value: $379.79 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 56.12%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
SLB	SLB LIMITED	4.36%	322,171	$16,556,368	140	0.04%	$51.39	13F
LYB	LYONDELLBASELL INDUSTRIES NV	3.97%	187,159	$15,077,529	1,338	0.72%	$80.56	13F
CE	CELANESE CORP DEL	3.65%	210,800	$13,864,316	1,397	0.67%	$65.77	13F
TMHC	TAYLOR MORRISON HOME CORP	2.43%	158,606	$9,237,213	58	0.04%	$58.24	13F
EQX	EQUINOX GOLD CORP	1.98%	519,219	$7,507,907	1,197	0.23%	$14.46	13F