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| Muhlenkamp & Co Inc
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| CRD # | 110787 |
| SEC # | 801-16476 |
| CIK # | 0000829433, 0001133219, 0000356872 |
| AUM | 435.8 M (2025-12-19) |
| Employees | 6 (17% Investors, 67% Brokers) |
| Fees | |
| Minimum | |
| Phone | 724-935-5520 |
| Address | 5000 Stonewood Drive Wexford, PA 15090-8395 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000829433 0001133219 0000356872 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Agnico Eagle Mines Ltd | 28.1 | ||
| EQT Corp | 25.5 | ||
| Newmont Mining Corp /DE/ | 25.0 | ||
| McKesson Corp | 23.5 | ||
| Royal Gold Inc | 22.4 | ||
| Rush Enterprises Inc TX | 21.9 | ||
| Schlumberger Ltd /NV/ | 16.6 | ||
| Apple Inc | 15.9 | ||
| Westinghouse Air Brake Technologies Corp | 15.8 | ||
| LyondellBasell Industries NV | 15.1 | ||
| BGC Partners Inc | 14.1 | ||
| Celanese Corp | 13.9 | ||
| Mastec Inc | 13.8 | ||
| NMI Holdings Inc | 13.7 | ||
| Microchip Technology Inc | 13.1 | ||
| Microsoft Corp | 12.2 | ||
| United Rentals Inc /DE | 11.4 | ||
| SPDR Gold Trust | 9.5 | ||
| Taylor Morrison Home Corp | 9.2 | ||
| Equinox Gold Corp | 7.5 | ||
| Icon PLC /Adr/ | 7.3 | ||
| Travelers Companies Inc | 1.9 | ||
| GE Vernova Inc | 1.2 | ||
| Enterprise Products Partners L P | 0.9 | ||
| Rush Enterprises Inc TX | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 0.0 |
| (b) Individuals (high net worth individuals) | 29 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 2 | 0.0 |
| Total | 69 | 0.4 |
| By Discretionary | ||
| Discretionary | 69 | 0.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 69 | 0.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.4 | |
| Total | 69 | 0.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001133219] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail, Research |
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