Muhlenkamp & CO Inc Portfolio Holdings

Muhlenkamp & CO Inc

  • $290 Million
  • Q1 2025

Muhlenkamp & CO Inc has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $290 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mckesson Corp with a value of $26M, Eqt Corp with a value of $24M, Berkshire Hathaway Inc Class B with a value of $20.3M, Rush Enterprises Inc Tx with a value of $19.8M, and Nmi Holdings, Inc. with a value of $16.7M.

Examining the 13F form we can see an decrease of $23.3M in the current position value, from $313M to 290M.

Below you can find more details about Muhlenkamp & CO Inc portfolio as well as his latest detailed transactions.

Portfolio value $290 Million
Basic Materials: $52.3 Million
Energy: $41.3 Million
Healthcare: $39.1 Million
Financial Services: $38.8 Million
Consumer Cyclical: $38.1 Million
Industrials: $33.3 Million
Technology: $31.3 Million
ETFs: $15.6 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$614M
$536,000 0.18% of portfolio
9,501
Q3 2023 Added 49.98%

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $290 Million
  • Prior Value $313 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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