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Muhlenkamp

by Jeff Muhlenkamp, portfolio manager since 2013 asset manager

Legal name
Muhlenkamp & Co Inc
On record since?
Q2 2013
Filings read
49
Style
Value
Website
muhlenkamp.com
View more
CIK
0001133219
Read since
Aug 22, 2026

Q2 2026 · filed Aug 17, 2026 · $345M US stock · 28 positions · Focused · Low turnover · Top: RUSHA 7.0% · NEM 6.3% · AEM 6.2%

Read the filing →

Streakslongest held · 49 quarters on record

  1. RUSHA Rush Enterprises Inc 7.0%13 quarters
  2. EQT Eqt Corp 6.2%13 quarters
  3. MCK McKesson Corporation 6.0%13 quarters
  4. BRK.B BERKSHIRE HATHAWAY Class B 5.6%13 quarters
  5. MCHP Microchip Technology Inc 5.4%13 quarters

New in this book this quarter: SLV.

Over time49 quarters, Q2 2013 to Q2 2026

US stock$345M Q2 2026

Positions28 Q2 2026

Picture100.0% Q2 2026

Turnover2%/yr Q2 2026

Filings49

  1. Q2 2026 filed Aug 17, 26 $345M · 28 positions  · 1 new · 2 exited full · Focused 1 new · 2 exited
  2. Q1 2026 filed May 6, 26 $380M · 29 positions  · 2 new · 1 exited full · Focused 2 new · 1 exited
  3. Q4 2025 filed Feb 4, 26 $372M · 28 positions  · 0 new · 3 exited full · Focused 0 new · 3 exited
  4. Q3 2025 filed Nov 7, 25 $368M · 31 positions  · 7 new · 2 exited full · Focused 7 new · 2 exited
  5. Q2 2025 filed Jul 24, 25 $320M · 26 positions  · 1 new · 1 exited full · Focused 1 new · 1 exited
  6. Q1 2025 filed May 13, 25 $306M · 26 positions  · 1 new · 5 exited full · Concentrated 1 new · 5 exited
  7. Q4 2024 filed Feb 13, 25 $329M · 30 positions  · 2 new · 0 exited full · Focused 2 new · 0 exited
  8. Q3 2024 filed Nov 12, 24 $326M · 28 positions  · 0 new · 1 exited full · Focused 0 new · 1 exited
  9. Q2 2024 filed Jul 16, 24 $320M · 29 positions  · 1 new · 1 exited full · Focused 1 new · 1 exited
  10. Q1 2024 filed Apr 23, 24 $344M · 29 positions  · 0 new · 0 exited full · Focused 0 new · 0 exited
  11. Q4 2023 filed Jan 8, 24 $306M · 29 positions  · 1 new · 3 exited full · Focused 1 new · 3 exited
  12. Q3 2023 filed Dec 6, 23 $290M · 31 positions  · 3 new · 3 exited full · Focused 3 new · 3 exited
  13. Q2 2023 filed Jul 14, 23 $282M · 31 positions  · 6 new · 2 exited full · Focused 6 new · 2 exited
  14. Q4 2022 filed Jan 31, 23 $236M · 27 positions  · 2 new · 2 exited full · Focused 2 new · 2 exited
  15. Q3 2022 filed Nov 1, 22 $224M · 27 positions  · 1 new · 2 exited full · Focused 1 new · 2 exited
  16. Q2 2022 filed Jul 18, 22 $214M · 28 positions  · 0 new · 8 exited full · Focused 0 new · 8 exited
  17. Q1 2022 filed Apr 1, 22 $287M · 36 positions  · 2 new · 1 exited full · Focused 2 new · 1 exited
  18. Q4 2021 filed Mar 29, 22 $287M · 35 positions  · 3 new · 0 exited full · Focused 3 new · 0 exited
  19. Q3 2021 filed Dec 10, 21 $260M · 32 positions  · 1 new · 2 exited full · Focused 1 new · 2 exited
  20. Q2 2021 filed Aug 18, 21 $273M · 33 positions  · 1 new · 1 exited full · Focused 1 new · 1 exited
  21. Q1 2021 filed Aug 18, 21 $270M · 33 positions  · 1 new · 5 exited full · Focused 1 new · 5 exited
  22. Q4 2020 filed Feb 11, 21 $248M · 37 positions  · 5 new · 1 exited full · Focused 5 new · 1 exited
  23. Q3 2020 filed Nov 13, 20 $193M · 33 positions  · 2 new · 0 exited full · Focused 2 new · 0 exited
  24. Q2 2020 filed Aug 20, 20 $187M · 31 positions  · 2 new · 8 exited full · Focused 2 new · 8 exited
  25. Q4 2019 filed Feb 20, 20 $229M · 37 positions  · 5 new · 2 exited full · Focused 5 new · 2 exited
  26. Q3 2019 filed Nov 27, 19 $205M · 34 positions  · 3 new · 2 exited full · Focused 3 new · 2 exited
  27. Q2 2019 filed Aug 27, 19 $206M · 33 positions  · 4 new · 3 exited full · Focused 4 new · 3 exited
  28. Q1 2019 filed May 23, 19 $211M · 32 positions  · 5 new · 4 exited full · Focused 5 new · 4 exited
  29. Q3 2018 filed Nov 13, 18 $232M · 31 positions  · 1 new · 5 exited full · Focused 1 new · 5 exited
  30. Q2 2018 filed Aug 13, 18 $261M · 35 positions  · 2 new · 18 exited full · Focused 2 new · 18 exited
  31. Q4 2017 filed Feb 14, 18 $325M · 51 positions  · 4 new · 3 exited full · Focused 4 new · 3 exited
  32. Q3 2017 filed Nov 13, 17 $301M · 50 positions  · 3 new · 7 exited full · Focused 3 new · 7 exited
  33. Q2 2017 filed Aug 11, 17 $305M · 54 positions  · 7 new · 6 exited full · Focused 7 new · 6 exited
  34. Q1 2017 filed May 17, 17 $309M · 53 positions  · 8 new · 6 exited full · Focused 8 new · 6 exited
  35. Q4 2016 filed Feb 9, 17 $300M · 51 positions  · 4 new · 2 exited full · Focused 4 new · 2 exited
  36. Q3 2016 filed Nov 14, 16 $261M · 49 positions  · 2 new · 2 exited full · Focused 2 new · 2 exited
  37. Q2 2016 filed Aug 9, 16 $254M · 49 positions  · 6 new · 5 exited full · Focused 6 new · 5 exited
  38. Q1 2016 filed May 12, 16 $243M · 48 positions  · 7 new · 11 exited full · Focused 7 new · 11 exited
  39. Q4 2015 filed Feb 10, 16 $317M · 52 positions  · 7 new · 12 exited full · Focused 7 new · 12 exited
  40. Q3 2015 filed Nov 9, 15 $325M · 57 positions  · 5 new · 9 exited full · Focused 5 new · 9 exited
  41. Q2 2015 filed Aug 4, 15 $444M · 61 positions  · 6 new · 12 exited full · Focused 6 new · 12 exited
  42. Q1 2015 filed May 14, 15 $475M · 67 positions  · 7 new · 11 exited full · Focused 7 new · 11 exited
  43. Q4 2014 filed Feb 13, 15 $499M · 71 positions  · 5 new · 5 exited full · Focused 5 new · 5 exited
  44. Q3 2014 filed Nov 14, 14 $554M · 71 positions  · 13 new · 3 exited full · Focused 13 new · 3 exited
  45. Q2 2014 filed Aug 14, 14 $567M · 61 positions  · 4 new · 10 exited full · Focused 4 new · 10 exited
  46. Q1 2014 filed May 14, 14 $569M · 67 positions  · 7 new · 10 exited full · Focused 7 new · 10 exited
  47. Q4 2013 filed Feb 14, 14 $574M · 70 positions  · 16 new · 3 exited full · Focused 16 new · 3 exited
  48. Q3 2013 filed Nov 12, 13 $503M · 57 positions  · 3 new · 5 exited full · Focused 3 new · 5 exited
  49. Q2 2013 filed Aug 19, 13 $480M · 59 positions  · 0 new · 0 exited full · Focused 0 new · 0 exited

People3

  • Jeff Muhlenkamp · portfolio manager · 2013–Co-manager from 2013, lead portfolio manager since February 2019. Source: Muhlenkamp Fund summary prospectus
  • Ronald Muhlenkamp · founder · 1977–Founded Muhlenkamp & Co in 1977; lead portfolio manager until February 2019. Source: muhlenkamp.com/about-us, fund prospectus
  • Ronald Muhlenkamp · portfolio manager · 1977–2019Source: Muhlenkamp Fund summary prospectus