SEC Form 13F

MUHLENKAMP & CO INC 13F Holdings

Report period2026-06-30
Publicly available2026-08-19
Reported value$345,251,246
Positions28

Largest disclosed positions

IssuerTickerClassReported valueReported amount
RUSH ENTERPRISES INCRUSHACL A$24,255,251332,332
NEWMONT CORPNEMCOM$21,583,806231,090
AGNICO EAGLE MINES LTDAEMCOM$21,488,763138,521
EQT CORPEQTCOM$21,387,260402,243
MCKESSON CORPMCKCOM$20,553,83127,202
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$19,262,51338,495
MICROCHIP TECHNOLOGY INC.MCHPCOM$18,526,277203,139
APPLE INCAAPLCOM$17,976,49062,125
UNITED RENTALS INCURICOM$17,755,78515,673
ROYAL GOLD INCRGLDCOM$17,583,24688,088

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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