Latest Portfolio Value
$367.9 M
09/30/2025
Total Holdings
31
09/30/2025
Latest Report Date
Q3 2025
09/30/2025
Top 10 Concentration
56.79%
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 (2025-09-30), the institution manages a portfolio valued at $367,897,054, comprising 31 distinct securities. Over its filing history, it has submitted 48 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 151,311 | $25.5 M | 6.93% | ▲ 24 | Add 0.0% | |
| 450,963 | $24.55 M | 6.67% | ▼ 52 | Reduce 0.0% | |
| 283,943 | $23.94 M | 6.51% | ▲ 83 | Add 0.0% | |
| 105,786 | $22.51 M | 6.12% | ▼ 298 | Reduce -0.3% | |
| 27,108 | $20.94 M | 5.69% | ▲ 24 | Add 0.1% | |
| 374,051 | $20 M | 5.44% | ▲ 268 | Add 0.1% | |
| 38,380 | $19.3 M | 5.24% | ▲ 29 | Add 0.1% | |
| 466,347 | $17.88 M | 4.86% | ▲ 493 | Add 0.1% | |
| 87,585 | $17.57 M | 4.78% | ▲ 59 | Add 0.1% | |
| 32,347 | $16.75 M | 4.55% | ▲ 36 | Add 0.1% |