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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
MCK	MCKESSON CORP	6.19%	27,084	$19,846,781	-11,505	-29.81%	$732.79	13F
GLD	SPDR GOLD TR	2.12%	22,306	$6,799,648	-22	-0.1%	$304.83	13F