Ronald Muhlenkamp - Muhlenkamp & Co Portfolio Holdings

As of Sep 30, 2025, the Muhlenkamp & Co portfolio holdings is valued at approximately $367,897,054.00 featuring 31 publicly traded holdings. This in-depth profile highlights the top investments led by AGNICO EAGLE MINES LTD (AEM), EQT CORP (EQT), NEWMONT CORP (NEM), MASTEC INC (MTZ), and others based on the company's latest SEC filings reported on Nov 07, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.

Muhlenkamp & Co's stock portfolio spans 31 holdings across 9 sectors, with a total market value of $367,897,054.00. The Basic Materials sector represents the largest allocation, while the top holdings account for nearly 57% of the total portfolio value. AGNICO EAGLE MINES LTD remains the single largest position at 6.9% of all equity investments.

Complete Holdings

Showing 31 of 31 holdings.

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# Company Symbol Sector Portfolio % Shares Change (Shares) Change % Value
1 AGNICO EAGLE MINES LTD AEM Basic Materials 6.93% 151,311 +24 +0.02% $25,504,981.00
2 EQT CORP EQT Energy 6.67% 450,963 -52 -0.01% $24,545,936.00
3 NEWMONT CORP NEM Basic Materials 6.51% 283,943 +83 +0.03% $23,939,250.00
4 MASTEC INC MTZ Industrials 6.12% 105,786 -298 -0.28% $22,512,323.00
5 MCKESSON CORP MCK Healthcare 5.69% 27,108 +24 +0.09% $20,942,214.00
6 RUSH ENTERPRISES INC RUSHA Consumer Cyclical 5.44% 374,051 +268 +0.07% $20,000,498.00
7 BERKSHIRE HATHAWAY INC DEL BRK-B Financial Services 5.24% 38,380 +29 +0.08% $19,295,362.00
8 NMI HLDGS INC NMIH Financial Services 4.86% 466,347 +493 +0.11% $17,879,755.00
9 ROYAL GOLD INC RGLD Basic Materials 4.78% 87,585 +59 +0.07% $17,567,717.00
10 MICROSOFT CORP MSFT Technology 4.55% 32,347 +36 +0.11% $16,754,108.00
11 BGC GROUP INC BGC Financial Services 4.50% 1,751,739 +1,901 +0.11% $16,571,449.00
12 APPLE INC AAPL Technology 4.34% 62,673 +57 +0.09% $15,958,396.00
13 UNITED RENTALS INC URI Industrials 4.03% 15,523 -4 -0.03% $14,818,824.00
14 MICROCHIP TECHNOLOGY INC. MCHP Technology 3.52% 201,753 +262 +0.13% $12,956,589.00
15 ICON PLC ICLR Other 3.49% 73,467 +73,467 +100.00% $12,856,725.00
16 WABTEC WAB Industrials 3.43% 63,030 +86 +0.14% $12,635,649.00
17 SCHLUMBERGER LTD SLB Energy 2.99% 319,738 +572 +0.18% $10,989,405.00
18 TAYLOR MORRISON HOME CORP TMHC Consumer Cyclical 2.82% 157,398 +316 +0.20% $10,389,840.00
19 LYONDELLBASELL INDUSTRIES N LYB Other 2.45% 184,075 +181,175 +6247.41% $9,027,014.00
20 ALPS ETF TR AMLP Other 2.25% 176,721 +9 +0.01% $8,293,497.00
21 SPDR GOLD TR GLD Other 2.15% 22,242 -64 -0.29% $7,906,492.00
22 CELANESE CORP DEL CE Basic Materials 2.11% 184,455 +33,247 +21.99% $7,761,884.00
23 JD.COM INC JD Consumer Cyclical 1.72% 181,412 -22,484 -11.03% $6,345,785.00
24 EQUINOX GOLD CORP EQX Basic Materials 1.57% 514,257 +514,257 +100.00% $5,769,963.00
25 TRAVELERS COMPANIES INC TRV Financial Services 0.50% 6,627 -21 -0.32% $1,850,391.00
26 CHART INDS INC GTLS Industrials 0.43% 7,924 +7,924 +100.00% $1,585,989.00
27 GE VERNOVA INC GEV Utilities 0.24% 1,426 +1,426 +100.00% $876,847.00
28 ROYAL CARIBBEAN GROUP RCL Other 0.23% 2,671 +2,671 +100.00% $864,282.00
29 ENTERPRISE PRODS PARTNERS L EPD Energy 0.21% 24,855 - - $777,216.00
30 RUSH ENTERPRISES INC RUSHB Consumer Cyclical 0.15% 9,501 - - $545,547.00
31 FIRST COMWLTH FINL CORP PA FCF Financial Services 0.05% 10,154 +10,154 +100.00% $173,126.00

Holdings by Sector

Sector Allocation Value
Basic Materials 21.89% $80,543,795.00
Financial Services 15.16% $55,770,083.00
Industrials 14.01% $51,552,785.00
Technology 12.41% $45,669,093.00
Other 10.59% $38,948,010.00
Consumer Cyclical 10.13% $37,281,670.00
Energy 9.87% $36,312,557.00
Healthcare 5.69% $20,942,214.00
Utilities 0.24% $876,847.00

Portfolio insights

As of Sep 30, 2025, the Muhlenkamp & Co portfolio holds 31 securities valued at $367,897,054.00. The Basic Materials sector represents the largest allocation, while the top positions account for a significant portion of the total portfolio weight.