MUHLENKAMP & CO INC — 13F holdings

MUHLENKAMP & CO INC reported 28 holdings worth $345M in its 13F filing for Q2 2026, filed August 18, 2026.

Largest positions

1. RUSHA RUSH ENTERPRISES INC — $24.3M (7.0%)
2. NEM NEWMONT CORP — $21.6M (6.3%)
3. AEM AGNICO EAGLE MINES LTD — $21.5M (6.2%)
4. EQT EQT CORP — $21.4M (6.2%)
5. MCK MCKESSON CORP — $20.6M (6.0%)
6. BRK.B BERKSHIRE HATHAWAY INC DEL — $19.3M (5.6%)
7. MCHP MICROCHIP TECHNOLOGY INC. — $18.5M (5.4%)
8. AAPL APPLE INC — $18.0M (5.2%)
9. URI UNITED RENTALS INC — $17.8M (5.1%)
10. RGLD ROYAL GOLD INC — $17.6M (5.1%)