Muhlenkamp & Co - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to September 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.37B
+9,999%+
Winning Positions
+52.03%
64 wins / 123 positions
Average Gain (Winners)
$6.25M
+9,999%+ avg per position
Active Positions
31
40 losing positions
Portfolio Value Over Time
Total Positions Tracked
123
All holdings over time
Win/Loss Ratio
1.60
64 gains / 40 losses
Active vs. Exited
31 / 92
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| EQT | EQT Corporation | Energy | Dec 2021 | ACTIVE | $9.69K | $24.55M | $24.54M | +9,999%+ |
| MTZ | MasTec, Inc. | Industrials | Jun 2020 | ACTIVE | $4.14K | $22.51M | $22.51M | +9,999%+ |
| MCK | McKesson Corporation | Healthcare | Jun 2016 | ACTIVE | $8.62K | $20.94M | $20.93M | +9,999%+ |
| RUSHA | Rush Enterprises, Inc. | Consumer Cyclical | Jun 2013 | ACTIVE | $9.53K | $20.00M | $19.99M | +9,999%+ |
| BRK-B | Berkshire Hathaway Inc. New | Financial Services | Jun 2013 | ACTIVE | $12.67K | $19.30M | $19.28M | +9,999%+ |
| NEM | Newmont Corporation | Basic Materials | Dec 2023 | ACTIVE | $5.94M | $23.94M | $18.00M | +302.77% |
| NMIH | NMI Holdings Inc | Financial Services | Jun 2020 | ACTIVE | $5.19K | $17.88M | $17.87M | +9,999%+ |
| RGLD | Royal Gold, Inc. | Basic Materials | Dec 2020 | ACTIVE | $2.12K | $17.57M | $17.57M | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Jun 2013 | ACTIVE | $22.47K | $16.75M | $16.73M | +9,999%+ |
| AAPL | Apple Inc. | Technology | Jun 2013 | ACTIVE | $7.29K | $15.96M | $15.95M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.