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Home > Institutional Investor > Muhlenkamp & Co Inc > 13F Holdings

Instuitional Investor - Muhlenkamp & Co Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Rush Enterprises Inc
 RUSHA 747,747 $24,255,251 7.03%
2.
Newmont Corp
 NEM 231,090 $21,583,806 6.25%
3.
Agnico Eagle Mines Ltd
 AEM 138,521 $21,488,763 6.22%
4.
Eqt Corp
 EQT 402,243 $21,387,260 6.19%
5.
Mckesson Corp
 MCK 27,202 $20,553,831 5.95%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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