MUHLENKAMP & CO INC
All 13F Filings
- Location
- Wexford, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 371,820
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 28 | 371,820 | 13F-HR | MUHLENKAMP & CO INC |
| Q3 2025 | 11/7/2025 | 31 | 367,897 | 13F-HR | MUHLENKAMP & CO INC |
| Q2 2025 | 7/24/2025 | 26 | 320,484 | 13F-HR | MUHLENKAMP & CO INC |
| Q1 2014 | 5/14/2014 | 67 | 568,625 | 13F-HR | MUHLENKAMP & CO INC |
| Q4 2013 | 2/14/2014 | 70 | 574,158 | 13F-HR | MUHLENKAMP & CO INC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 371.8 K | 100.0% | 3.926 K | 0 | 3.926 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
371,820
Holdings
28
QoQ value change ($000)
3,923
(1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.