LATEST PORTFOLIO VALUE
$320.48 M
06/30/2025
TOTAL ASSETS HELD
$26
06/30/2025
LATEST REPORT DATE
2025 Q2
06/30/2025
TOP 10 CONCENTRATION
59.37%
CIK: 0001133219
CIK: 0001133219
MUHLENKAMP & CO INC (CIK: 0001133219) is a financial institution headquartered at 5000 stonewood drive, ste. 300, , WEXFORD, PENNSYLVANIA 15090. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2025-06-30), the institution manages a portfolio valued at $320,484,105, comprising 26 distinct securities. Over its filing history, it has submitted 47 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 451,015 | $26,303,192 | 8.21% | ▲ 924 | Add 0.2% | |
| 27,084 | $19,846,781 | 6.19% | ▼ 11,505 | Reduce -29.8% | |
| 465,854 | $19,654,392 | 6.13% | ▲ 2,883 | Add 0.6% | |
| 373,783 | $19,253,554 | 6.01% | ▲ 2,302 | Add 0.6% | |
| 38,351 | $18,629,959 | 5.81% | ▲ 213 | Add 0.6% | |
| 106,084 | $18,079,900 | 5.64% | ▲ 625 | Add 0.6% | |
| 151,287 | $17,992,546 | 5.61% | ▲ 35 | Add 0.0% | |
| 1,749,838 | $17,900,839 | 5.59% | ▲ 15,539 | Add 0.9% | |
| 283,860 | $16,537,667 | 5.16% | ▲ 137 | Add 0.1% | |
| 32,311 | $16,071,745 | 5.01% | ▲ 70 | Add 0.2% |