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  • Gurus
  • Value
  • MUHLENKAMP & CO INC (Data extracted from 13F, 13D, 13G and Form 4)

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%
Filter by:
Quarter to View:
Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
MCHPMICROCHIP TECHNOLOGY INC.3.45%202,985$13,114,861No Change$64.6113F
TRVTRAVELERS COMPANIES INC0.51%6,627$1,932,963No Change$291.6813F
GEVGE VERNOVA INC0.33%1,426$1,244,755No Change$872.913F
EPDENTERPRISE PRODS PARTNERS L0.25%24,855$940,513No Change$37.8413F

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