Muhlenkamp & CO Inc has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $310 Million distributed in 28 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rush Enterprises Inc Tx with a value of $19.6M, Mckesson Corp with a value of $19.1M, Nmi Holdings, Inc. with a value of $19.1M, Berkshire Hathaway Inc Class B with a value of $17.5M, and Eqt Corp with a value of $16.5M.
Examining the 13F form we can see an increase of $4.32M in the current position value, from $306M to 310M.
Below you can find more details about Muhlenkamp & CO Inc portfolio as well as his latest detailed transactions.