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Home > Institutional Investor > Muhlenkamp & Co Inc > Profile

Instuitional Investor - Muhlenkamp & Co Inc

Fund Profile
Filing Period:
Fund Name: Muhlenkamp & Co Inc
Portfolio Value $320,484,105
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eqt Corp
 EQT 451,015 $26,303,192 8.21%
2.
Mckesson Corp
 MCK 27,084 $19,846,781 6.19%
3.
Nmi Holdings Inc.
 NMIH 465,854 $19,654,392 6.13%
4.
Rush Enterprises Inc
 RUSHA 373,783 $19,253,554 6.01%
5.
Berkshire Hathaway Inc
 BRK.A 38,351 $18,629,959 5.81%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)