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MUHLENKAMP & CO INC

AUM: $344.80 M

13-F Portfolio Value: $367.90 M

Last 13-F Filed: Q3 2025

Concentration in top 10: 56.79%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
DOW	DOW INC				-229,069	Exited		13F
RIG	TRANSOCEAN LTD				-1,058,760	Exited		13F