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MUHLENKAMP & CO INC

AUM: $344.80 M

13-F Portfolio Value: $320.48 M

Last 13-F Filed: Q2 2025

Concentration in top 10: 59.36%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
CE	CELANESE CORP DEL	2.61%	151,208	$8,366,322	151,208	New	$55.33	13F