MUHLENKAMP & CO INC Q2 2026 Filing

Filed August 18, 2026

Portfolio Value

$177.8B

Holdings

Report Date

Q2 2026

Filing Type

13F-HR

All Holdings (28 positions)

#	Stock	Shares	Value	% Portfolio
1	RUSHARUSH ENTERPRISES INC	332,332	$24.3B	13.64%
2	NEMNEWMONT CORP	231,090	$21.6B	12.14%
3	EQTEQT CORP	402,243	$21.4B	12.03%
4	MCHPMICROCHIP TECHNOLOGY INC.	203,139	$18.5B	10.42%
5	BGCBGC GROUP INC	1,447,070	$15.5B	8.70%
6	NMIHNMI HLDGS INC	368,558	$15.1B	8.52%
7	SLBSLB LIMITED	323,878	$15.1B	8.47%
8	TMHCTAYLOR MORRISON HOME CORP	158,625	$11.4B	6.40%
9	LYBLYONDELLBASELL INDUSTRIES NV	187,920	$9.9B	5.56%
10	CECELANESE CORP DEL	211,997	$9.8B	5.48%
11	AMLPALPS ETF TR	150,615	$7.8B	4.39%
12	EQXEQUINOX GOLD CORP	522,251	$5.1B	2.85%
13	EPDENTERPRISE PRODS PARTNERS L	24,855	$913.7M	0.51%
14	RUNRUSH ENTERPRISES INC	9,393	$718.6M	0.40%
15	SLVISHARES SILVER TR	12,550	$671.0M	0.38%
16	AEMAGNICO EAGLE MINES LTD	138,521	$21.5M	0.01%
17	MCKMCKESSON CORP	27,202	$20.6M	0.01%
18	BRK/BBERKSHIRE HATHAWAY INC DEL	38,495	$19.3M	0.01%
19	AAPLAPPLE INC	62,125	$18.0M	0.01%
20	URIUNITED RENTALS INC	15,673	$17.8M	0.01%
21	RGLDROYAL GOLD INC	88,088	$17.6M	0.01%
22	WABWABTEC	63,156	$17.0M	0.01%
23	MSFTMICROSOFT CORP	32,776	$12.2M	0.01%
24	ICLRICON PUB LTD CO	66,337	$11.5M	0.01%
25	GQ9SPDR GOLD TR	22,068	$8.1M	0.00%
26	TRVTRAVELERS COMPANIES INC	6,627	$2.2M	0.00%
27	GEVGE VERNOVA INC	1,426	$1.7M	0.00%
28	XOMEXXON MOBIL CORP	1,640	$224K	0.00%