Muhlenkamp
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-11-14 → 2026-10-02, 36 filings) | +15.86% | Cumulative +328.2% vs SPY +316.1% |
| Trailing 10Y | — | |
| Trailing 5Y | +17.15% | |
| Trailing 3Y | +20.63% | |
| Trailing 1Y | +21.60% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| RUSHA | Rush Enterprises Inc | 7.03% | $24M |
| NEM | Newmont Corp | 6.25% | $22M |
| AEM | Agnico Eagle Mines Ltd | 6.22% | $21M |
| EQT | Eqt Corp | 6.19% | $21M |
| MCK | Mckesson Corp | 5.95% | $21M |
| BRK.B | Berkshire Hathaway Inc Del | 5.58% | $19M |
| MCHP | Microchip Technology Inc. | 5.37% | $19M |
| AAPL | Apple Inc | 5.21% | $18M |
| URI | United Rentals Inc | 5.14% | $18M |
| RGLD | Royal Gold Inc | 5.09% | $18M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-18). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 88.2% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://muhlenkamp.com/about-us/ — The firm's own history on its official site states Muhlenkamp & Company, Inc. is a Pennsylvania corporation effective October 1, 1981, and is the successor to Muhlenkamp & Company, a sole proprietorship founded by Ronald H. Muhlenkamp in 1978; many secondary sources and older firm bios cite 1977 instead. Jeffrey P. Muhlenkamp has been lead portfolio manager of the Muhlenkamp Fund since February 2019. HQ is 5000 Stonewood Drive, Wexford, PA.