Muhlenkamp & Co Inc Top Holdings and 13F Report (2024) About Muhlenkamp & Co IncInvestment ActivityMuhlenkamp & Co Inc has $326.34 million in total holdings as of September 30, 2024.Muhlenkamp & Co Inc owns shares of 28 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 0.13% of the portfolio was purchased this quarter.About 4.93% of the portfolio was sold this quarter.This quarter, Muhlenkamp & Co Inc has purchased 29 new stocks and bought additional shares in 17 stocks.Muhlenkamp & Co Inc sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings Rush Enterprises $19,623,034NMI $19,099,691McKesson $19,088,128Berkshire Hathaway $17,547,136EQT $16,514,289 Largest Purchases this Quarter Royal Gold 669 shares (about $93.86K)Newmont 1,751 shares (about $93.59K)SPDR Gold Shares 255 shares (about $61.98K)Enterprise Products Partners 2,000 shares (about $58.22K)DOW 545 shares (about $29.77K) Largest Sales this Quarter Kirby 24,200 shares (about $2.96M)McKesson 29 shares (about $14.34K)General Cable 1,549 shares (about $14.22K)NMI 298 shares (about $12.27K)Berkshire Hathaway 18 shares (about $8.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMuhlenkamp & Co Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRUSHARush Enterprises$19,623,034$2,800 ▲0.0%371,4376.0%Retail/WholesaleNMIHNMI$19,099,691$12,275 ▼-0.1%463,6975.9%FinanceMCKMcKesson$19,088,128$14,338 ▼-0.1%38,6075.8%MedicalBRK.BBerkshire Hathaway$17,547,136$8,285 ▼0.0%38,1245.4%FinanceEQTEQT$16,514,289$3,591 ▲0.0%450,7175.1%Oils/EnergyBGCGeneral Cable$15,899,017$14,220 ▼-0.1%1,731,9194.9%FinanceNEMNewmont$15,035,581$93,591 ▲0.6%281,3024.6%Basic MaterialsUNHUnitedHealth Group$14,739,451$4,093 ▼0.0%25,2094.5%MedicalAAPLApple$14,659,048$17,475 ▲0.1%62,9144.5%Computer and TechnologyPHMPulteGroup$14,040,496$4,880 ▼0.0%97,8234.3%ConstructionMSFTMicrosoft$13,751,651$5,594 ▲0.0%31,9584.2%Computer and TechnologySLBSchlumberger$13,216,747$2,181 ▲0.0%315,0604.1%Oils/EnergyMTZMasTec$12,958,887$2,954 ▲0.0%105,2714.0%ConstructionURIUnited Rentals$12,417,664$4,049 ▲0.0%15,3363.8%ConstructionDOWDOW$12,269,862$29,773 ▲0.2%224,5993.8%Basic MaterialsOXYOccidental Petroleum$12,230,540$309 ▲0.0%237,3023.7%Oils/EnergyRGLDRoyal Gold$12,170,932$93,861 ▲0.8%86,7493.7%Basic MaterialsWABWestinghouse Air Brake Technologies$11,329,137$4,726 ▼0.0%62,3273.5%TransportationTGNATEGNA$10,880,873$3,188 ▲0.0%689,5363.3%Consumer DiscretionaryTMHCTaylor Morrison Home$10,877,862$3,513 ▼0.0%154,8233.3%ConstructionMCHPMicrochip Technology$9,426,428$17,343 ▲0.2%117,4052.9%Computer and TechnologyKEXKirby$8,906,462$2,962,822 ▼-25.0%72,7472.7%TransportationAMLPAlerian MLP ETF$8,252,512$25,733 ▲0.3%175,1012.5%ETFGLDSPDR Gold Shares$5,334,768$61,981 ▲1.2%21,9481.6%FinanceRIGTransocean$4,322,099$11,458 ▲0.3%1,016,9651.3%Oils/EnergyEPDEnterprise Products Partners$781,749$58,220 ▲8.0%26,8550.2%Oils/EnergyISHARES BITCOIN TRUST ETF$505,8200.0%14,0000.2%SHS BEN INTRUSHBRush Enterprises$455,5730.0%9,5010.1%Retail/WholesaleAVGOBroadcom$0$13,051,353 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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