Muhlenkamp & CO Inc Incresed Positions in Q3 2024

Muhlenkamp & CO Inc

$310 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
RUSHA Rush Enterprises Inc Tx Consumer Cyclical	53 + 0.01%	$41.17 - $54.85 $2.18K - $2.91K	371K $19.6M
NEM Newmont Corp Basic Materials	1.75K + 0.63%	$41.65 - $55.85 $72.9K - $97.8K	281K $15M
URI United Rentals, Inc. Industrials	5 + 0.03%	$627.41 - $814.1 $3.14K - $4.07K	15.3K $12.4M
MTZ Mastec Inc Industrials	24 + 0.02%	$97.3 - $126.14 $2.34K - $3.03K	105K $12.9M
AAPL Apple Inc. Technology	75 + 0.12%	$207.23 - $234.82 $15.5K - $17.6K	62.9K $14.7M
RGLD Royal Gold Inc Basic Materials	669 + 0.78%	$125.01 - $146.5 $83.6K - $98K	86.7K $12.2M
TGNA Tegna Inc Communication Services	202 + 0.03%	$13.39 - $16.27 $2.7K - $3.29K	690K $10.9M
GLD Spdr Gold Trust ETFs	255 + 1.18%	$215.56 - $246.98 $55K - $63K	21.9K $5.34M
DOW Dow Inc. Basic Materials	545 + 0.24%	$50.15 - $55.41 $27.3K - $30.2K	225K $12.3M
EPD Enterprise Products Partners L.P. Energy	2K + 8.05%	$27.88 - $30.0 $55.8K - $60K	26.9K $781K
AMLP Alps ETF Tr Alerian Mlp ETF ETFs	546 + 0.31%	$44.66 - $49.15 $24.4K - $26.8K	175K $8.25M
EQT Eqt Corp Energy	98 + 0.02%	$30.21 - $37.21 $2.96K - $3.65K	451K $16.5M
MSFT Microsoft Corp Technology	13 + 0.04%	$395.15 - $467.56 $5.14K - $6.08K	32K $13.7M
RIG Transocean Ltd. Energy	2.7K + 0.27%	$3.92 - $5.82 $10.6K - $15.7K	1.02M $4.32M
MCHP Microchip Technology Inc Technology	216 + 0.18%	$72.0 - $95.98 $15.6K - $20.7K	117K $9.43M
SLB Schlumberger Limited Energy	52 + 0.02%	$39.57 - $49.67 $2.06K - $2.58K	315K $13.2M
OXY Occidental Petroleum Corp Energy	6 + 0.0%	$49.91 - $63.73 $299 - $382	237K $12.2M

Activity Summary All Purchases 17 New Holdings 0 Increased Positions 17 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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