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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
≡MTZ – MASTEC INCSell−42,832−3.63
≡EA SERIES TRUSTSell−236,825−3.41
Q1 2026filed May 6, 262 new9 reduced1 exited
≡MTZ – MASTEC INCReduce 59.50%−62,928−2.55
≡ICLR – ICON PLCReduce 10.64%−7,860−1.70
≡NMIH – NMI HLDGS INCReduce 21.71%−101,570−1.51
≡NEM – NEWMONT CORPReduce 18.74%−53,299−1.05
≡AEM – AGNICO EAGLE MINES LTDReduce 8.38%−12,6810.51
≡BGC – BGC GROUP INCReduce 17.92%−315,339−0.51
≡GTLS – CHART INDS INCSell−7,924−0.44
≡RUSHA – RUSH ENTERPRISES INCReduce 11.61%−43,6140.33
≡EQT – EQT CORPReduce 11.06%−49,8850.22
≡ALPS ETF TRReduce 14.57%−25,686−0.14
Q4 2025filed Feb 4, 261 added3 exited
≡JD – JD.COM INCSell−181,412−1.72
≡RCL – ROYAL CARIBBEAN GROUPSell−2,671−0.23
≡FIRST COMWLTH FINL CORP PASell−10,154−0.05
Q3 2025filed Nov 7, 257 new1 added1 reduced2 exited
≡DOW – DOW INCSell−229,069−1.89
≡RIG – TRANSOCEAN LTDSell−1,058,760−0.86
≡JD – JD.COM INCReduce 11.03%−22,484−0.35
Q2 2025filed Jul 24, 251 new1 added1 reduced1 exited
≡UNH – UNITEDHEALTH GROUP INCSell−25,045−4.29
≡MCK – MCKESSON CORPReduce 29.81%−11,505−2.30
Q1 2025filed May 13, 251 new1 added2 reduced5 exited
≡TGNA – TEGNA INCSell−691,332−3.84
≡OXY – OCCIDENTAL PETE CORPSell−237,967−3.57
≡PHM – PULTE GROUP INCSell−98,071−3.24
≡KEX – KIRBY CORPSell−73,011
Q3 2024filed Nov 12, 241 added1 reduced1 exited
≡AVGO – BROADCOM INCSell−8,129−4.07
≡KEX – KIRBY CORPReduce 24.96%−24,200−0.89
Q2 2024filed Jul 17, 241 new3 reduced1 exited
≡BMY – BRISTOL-MYERS SQUIBB COSell−135,045−2.13
≡AVGO – BROADCOM INCReduce 48.83%−7,756−2.04
≡KEX – KIRBY CORPReduce 42.74%−72,367−1.07
≡MTZ – MASTEC INCReduce 20.86%−27,743−0.09
Q4 2023filed Jan 8, 241 new1 added3 exited
≡SPDR SER TRSell−249,235−3.59
≡FNV – FRANCO NEV CORPSell−47,811−2.20
≡TMO – THERMO FISHER SCIENTIFIC INCSell−450−0.08
Q3 2023filed Dec 6, 233 new7 added3 exited
≡CVS – CVS HEALTH CORPSell−110,695−2.71
≡BGCPEUR – BGC PARTNERS INCSell−1,567,592−2.46
≡XOM – EXXON MOBIL CORPSell−1,952−0.07
−2.34
≡MCHP – MICROCHIP TECHNOLOGY INC.Reduce 5.80%−6,832−0.29
≡ISHARES BITCOIN TRUST ETFSell−14,010−0.23
≡EPD – ENTERPRISE PRODS PARTNERS LReduce 7.45%−2,0000.02