Muhlenkamp & CO Inc Portfolio Holdings
Muhlenkamp & CO Inc
- $310 Million
- Q3 2024
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.
Portfolio value
$310 Million
Energy: $47.1 Million
Industrials: $45.6 Million
Consumer Cyclical: $45 Million
Basic Materials: $39.5 Million
Technology: $37.8 Million
Financial Services: $36.6 Million
Healthcare: $33.8 Million
ETFs: $13.6 Million
Other: $10.9 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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