Canonical: https://ownershiptrace.com/13f/investors/90

# Muhlenkamp & Company portfolio — 13F holdings Q2 2026

Muhlenkamp & Company (Jeff Muhlenkamp) reported 27 long positions worth $345.3 million as of 2026-06-30. Top holdings: RUSH ENTERPRISES INC \\TX\\, NEWMONT Corp /DE/, AGNICO EAGLE MINES LTD, EQT Corp, MCKESSON CORP. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.

## Reported share positions (up to 20)

| Company | Report period | Value | Portfolio weight | Change | Source |
|  --- | --- | --- | --- | --- | --- |
| [RUSH ENTERPRISES INC \\TX\\](https://ownershiptrace.com/13f/companies/1587) | 2026-06-30 | 24973816.00 USD | 7.23% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [NEWMONT Corp /DE/](https://ownershiptrace.com/13f/companies/1238) | 2026-06-30 | 21583806.00 USD | 6.25% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [AGNICO EAGLE MINES LTD](https://ownershiptrace.com/13f/companies/846) | 2026-06-30 | 21488763.00 USD | 6.22% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [EQT Corp](https://ownershiptrace.com/13f/companies/319) | 2026-06-30 | 21387260.00 USD | 6.19% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [MCKESSON CORP](https://ownershiptrace.com/13f/companies/421) | 2026-06-30 | 20553831.00 USD | 5.95% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [BERKSHIRE HATHAWAY INC](https://ownershiptrace.com/13f/companies/152) | 2026-06-30 | 19262513.00 USD | 5.58% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [MICROCHIP TECHNOLOGY INC](https://ownershiptrace.com/13f/companies/1208) | 2026-06-30 | 18526277.00 USD | 5.37% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [Apple Inc.](https://ownershiptrace.com/13f/companies/313) | 2026-06-30 | 17976490.00 USD | 5.21% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [UNITED RENTALS, INC.](https://ownershiptrace.com/13f/companies/122) | 2026-06-30 | 17755785.00 USD | 5.14% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [ROYAL GOLD INC](https://ownershiptrace.com/13f/companies/1793) | 2026-06-30 | 17583246.00 USD | 5.09% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP](https://ownershiptrace.com/13f/companies/271) | 2026-06-30 | 17026858.00 USD | 4.93% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [BGC PARTNERS, INC.](https://ownershiptrace.com/13f/companies/225219) | 2026-06-30 | 15469178.00 USD | 4.48% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [NMI Holdings, Inc.](https://ownershiptrace.com/13f/companies/1900) | 2026-06-30 | 15144048.00 USD | 4.39% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [SLB LIMITED/NV](https://ownershiptrace.com/13f/companies/793) | 2026-06-30 | 15057088.00 USD | 4.36% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [MICROSOFT CORP](https://ownershiptrace.com/13f/companies/77) | 2026-06-30 | 12226206.00 USD | 3.54% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [ICON PLC](https://ownershiptrace.com/13f/companies/641) | 2026-06-30 | 11523400.00 USD | 3.34% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [Taylor Morrison Home Corp](https://ownershiptrace.com/13f/companies/1367) | 2026-06-30 | 11379758.00 USD | 3.30% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [LyondellBasell Industries N.V.](https://ownershiptrace.com/13f/companies/1183) | 2026-06-30 | 9893988.00 USD | 2.87% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [Celanese Corp](https://ownershiptrace.com/13f/companies/740) | 2026-06-30 | 9751862.00 USD | 2.82% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| [SPDR GOLD TRUST](https://ownershiptrace.com/13f/companies/1732) | 2026-06-30 | 8129410.00 USD | 2.35% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-18 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000003-index.html) |
| 2026-03-31 | 2026-05-06 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000002-index.html) |
| 2025-12-31 | 2026-02-04 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-26-000001-index.html) |
| 2025-09-30 | 2025-11-07 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-25-000006-index.html) |
| 2025-06-30 | 2025-07-24 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-25-000005-index.html) |
| 2025-03-31 | 2025-05-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-25-000004-index.html) |
| 2024-12-31 | 2025-02-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-25-000001-index.html) |
| 2024-09-30 | 2024-11-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-24-000004-index.html) |
| 2024-06-30 | 2024-07-17 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-24-000003-index.html) |
| 2024-03-31 | 2024-04-23 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-24-000002-index.html) |
| 2023-12-31 | 2024-01-08 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-24-000001-index.html) |
| 2023-09-30 | 2023-12-06 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-23-000005-index.html) |
| 2023-06-30 | 2023-07-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-23-000004-index.html) |
| 2022-12-31 | 2023-01-31 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-23-000003-index.html) |
| 2022-09-30 | 2022-11-01 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-22-000004-index.html) |
| 2022-06-30 | 2022-07-18 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-22-000003-index.html) |
| 2022-03-31 | 2022-04-01 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-22-000002-index.html) |
| 2021-12-31 | 2022-03-29 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-22-000001-index.html) |
| 2021-09-30 | 2021-12-10 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-21-000007-index.html) |
| 2021-06-30 | 2021-08-18 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1133219/0001133219-21-000006-index.html) |

Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.

This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.

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