Muhlenkamp & CO Inc Purchases and Sells in Q3 2025

Muhlenkamp & CO Inc

$350 Million
Q3 2025

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AEM	24 + 0.02%	$116.14 - $168.56 $2.79K - $4.05K	151K $25.5M
NEM	83 + 0.03%	$57.35 - $85.25 $4.76K - $7.08K	284K $23.9M
AAPL	57 + 0.09%	$202.38 - $256.87 $11.5K - $14.6K	62.7K $16M
RGLD	59 + 0.07%	$151.42 - $200.58 $8.93K - $11.8K	87.6K $17.6M
MCK	24 + 0.09%	$659.01 - $772.54 $15.8K - $18.5K	27.1K $20.9M
RUSHA	268 + 0.07%	$50.43 - $58.95 $13.5K - $15.8K	374K $20M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ICLR	73.5K New	$139.63 - $195.01 $10.3M - $14.3M	73.5K $12.9M
LYB	184K New	$48.34 - $67.22 $8.9M - $12.4M	184K $9.03M
EQX	514K New	$5.78 - $11.34 $2.97M - $5.83M	514K $5.77M
GTLS	7.92K New	$162.6 - $200.28 $1.29M - $1.59M	7.92K $1.59M
RCL	2.67K New	$301.44 - $365.84 $805K - $977K	2.67K $864K
FCF	10.2K New	$16.07 - $18.02 $163K - $183K	10.2K $173K

Top Sells

Reduced Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EQT	-52 - 0.01%	$49.19 - $59.19 $2.56K - $3.08K	451K $24.5M
JD	-22.5K - 11.03%	$30.39 - $35.64 $683K - $801K	181K $6.35M
TRV	-21 - 0.32%	$250.62 - $279.43 $5.26K - $5.87K	6.63K $1.85M
GLD	-64 - 0.29%	$300.96 - $355.47 $19.3K - $22.8K	22.2K $7.91M
URI	-4 - 0.03%	$774.14 - $975.23 $3.1K - $3.9K	15.5K $14.8M
MTZ	-298 - 0.28%	$168.23 - $212.81 $50.1K - $63.4K	106K $22.5M

Activity Summary All Purchases 23 New Holdings 7 Increased Positions 16 All Sells 6 Reductions 6 Sold out 0 Calls 0 Puts 0

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