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MUHLENKAMP & CO INC

AUM: $344.80 M

13-F Portfolio Value: $566.81 M

Last 13-F Filed: Q2 2025

Concentration in top 10: 41.59%

Stock	Company	% Portfolio	Shares Held	Market Value	% Change	Quarter End Price	Source
RUSHA	Rush Enterprises CLA	2.35%	385,002	$13,348,000	No Change	$34.67	13F
ISSC	INNOVATIVE SOLTNS&SUPP COM	0.53%	400,689	$2,981,000	No Change	$7.44	13F
MUHLX	Muhlenkamp Fund	0.05%	3,796	$271,000	No Change	$71.39	13F