MUHLENKAMP & CO INC - Portfolio overview

MUHLENKAMP & CO INC has 33 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Basic Materials and Financial Services.

Largest reported holdings by portfolio allocation

1. AEM - AGNICO EAGLE MINES LTD, 7.24%
2. EQT - EQT CORP, 6.57%
3. NEM - NEWMONT CORP, 6.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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