Muhlenkamp & CO Inc Portfolio Holdings
Muhlenkamp & CO Inc
- $303 Million
- Q2 2025
Muhlenkamp & CO Inc has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $303 Million distributed in 26 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eqt Corp with a value of $26.3M, Mckesson Corp with a value of $19.8M, Nmi Holdings, Inc. with a value of $19.7M, Rush Enterprises Inc Tx with a value of $19.3M, and Berkshire Hathaway Inc Class B with a value of $18.6M.
Examining the 13F form we can see an increase of $12.8M in the current position value, from $290M to 303M.
Below you can find more details about Muhlenkamp & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$303 Million
Basic Materials: $64.5 Million
Technology: $43.1 Million
Industrials: $43 Million
Energy: $40.6 Million
Financial Services: $40.1 Million
Consumer Cyclical: $36.1 Million
Healthcare: $19.8 Million
ETFs: $15.4 Million
Other: $0
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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