Not yet filed. No Q3 2026 Form 13F from Muhlenkamp has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 18, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| RUSHA · RUSH ENTERPRISES INC \TX\ | 332,332 | 7.03% |
| NEM · NEWMONT Corp /DE/ | 231,090 | 6.25% |
| AEM · AGNICO EAGLE MINES LTD | 138,521 | 6.22% |
| EQT · EQT Corp | 402,243 | 6.19% |
| MCK · MCKESSON CORP | 27,202 | 5.95% |
| BRK.B · BERKSHIRE HATHAWAY INC | 38,495 | 5.58% |
| MCHP · MICROCHIP TECHNOLOGY INC | 203,139 | 5.37% |
| AAPL · Apple Inc. | 62,125 | 5.21% |
| URI · UNITED RENTALS, INC. | 15,673 | 5.14% |
| RGLD · ROYAL GOLD INC | 88,088 | 5.09% |
Largest increase 2026 Q1 → 2026 Q2: NMIH (+0.6% of shares). New position in 2026 Q2: SLV (0.19% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: AAPL (-0.7% of shares). Exited in 2026 Q2: MTZ.
Full record: Muhlenkamp fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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