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HoldingsActivityBuysSells

Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Muhlenkamp & Co.

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
28
Portfolio value:
$345,250,000
Filed:
Aug 18, 2026
Style:
Value Investing
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 18, 261 new2 exited
≡ISHARES SILVER TRBuy12,5500.19
Q1 2026filed May 6, 262 new9 reduced1 exited
≡EA SERIES TRUSTBuy236,8253.41
≡XOM – EXXON MOBIL CORPBuy1,6400.07
Q4 2025filed Feb 4, 261 added3 exited
≡CE – CELANESE CORP DELAdd 13.53%24,9480.27
Q3 2025filed Nov 7, 257 new1 added1 reduced2 exited
≡ICLR – ICON PLCBuy73,4673.49
≡LYB – LYONDELLBASELL INDUSTRIES NBuy184,0752.45
≡EQX – EQUINOX GOLD CORPBuy514,2571.57
≡CE – CELANESE CORP DELAdd 21.99%33,247
Q2 2025filed Jul 24, 251 new1 added1 reduced1 exited
≡MCHP – MICROCHIP TECHNOLOGY INC.Add 81.43%90,4312.67
≡CE – CELANESE CORP DELBuy151,2082.61
Q1 2025filed May 13, 251 new1 added2 reduced5 exited
≡JD – JD.COM INCAdd 110.36%106,9341.72
≡TRV – TRAVELERS COMPANIES INCBuy6,6480.58
Q4 2024filed Feb 13, 252 new
≡AEM – AGNICO EAGLE MINES LTDBuy150,5323.57
≡JD – JD.COM INCBuy96,8981.02
Q3 2024filed Nov 12, 241 added1 reduced1 exited
≡EPD – ENTERPRISE PRODS PARTNERS LAdd 8.05%2,0000.01
Q2 2024filed Jul 17, 241 new3 reduced1 exited
≡ISHARES BITCOIN TRBuy14,0000.15
Q1 2024filed Apr 23, 243 added
≡NEM – NEWMONT CORPAdd 94.25%135,3480.96
≡RGLD – ROYAL GOLD INCAdd 49.43%28,4140.76
≡SPDR GOLD TRAdd 13.19%2,5220.10
Q4 2023filed Jan 8, 241 new1 added3 exited
≡NEM – NEWMONT CORPBuy143,6011.94
≡TGNA – TEGNA INCAdd 57.03%246,1001.22
Q3 2023filed Dec 6, 233 new7 added3 exited
≡BGC – BGC GROUP INCBuy1,695,3923.09
≡URI – UNITED RENTALS INCBuy14,8232.27
≡TGNA – TEGNA INCAdd 106.05%222,1030.96
≡PHM – PULTE GROUP INCAdd 75.61%41,224
−0.50
≡GTLS – CHART INDS INCBuy7,9240.43
≡GEV – GE VERNOVA INCBuy1,4260.24
≡RCL – ROYAL CARIBBEAN GROUPBuy2,6710.23
≡FIRST COMWLTH FINL CORP PABuy10,1540.05
0.95
≡TMHC – TAYLOR MORRISON HOME CORPAdd 75.94%65,1480.74
≡RIG – TRANSOCEAN LTDAdd 12.23%104,6850.60
≡WAB – WABTECAdd 10.36%5,7310.09
≡TMO – THERMO FISHER SCIENTIFIC INCBuy4500.08
≡RUSHA – RUSH ENTERPRISES INCAdd 52.28%125,320−0.02
≡RUSH ENTERPRISES INCAdd 49.98%3,166−0.00