MUHLENKAMP & CO INC
All 13F Filings
- Location
- Wexford, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 345,251
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/17/2026 | 28 | 345,251 | 13F-HR | MUHLENKAMP & CO INC |
| Q1 2026 | 5/6/2026 | 29 | 379,789 | 13F-HR | MUHLENKAMP & CO INC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 328.6 K | 95.2% | 0 | 33.72 K | -33.72 K |
| ETFs | 16.61 K | 4.8% | 0 | 821 | -821 |
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Fund Snapshot
Q2 2026
Latest filed
8/17/2026
Total value ($000)
345,251
Holdings
28
QoQ value change ($000)
-34,538
(-9.1%)
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.