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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	Quarter End Price	Source
TRV	TRAVELERS COMPANIES INC	0.55%	6,648	$1,778,606	No Change	$267.54	13F
EPD	ENTERPRISE PRODS PARTNERS L	0.24%	24,855	$770,754	No Change	$31.01	13F
RUSHB	RUSH ENTERPRISES INC	0.16%	9,501	$498,612	No Change	$52.48	13F