MUHLENKAMP & CO INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ICON PLC(ICLR) | 0 | 73,467 | +73,467 | 0 | 12,856,725 | 3.49% | +12,856,725 |
| LYONDELLBASELL INDUSTRIES N | 0 | 184,075 | +184,075 | 0 | 9,027,014 | 2.45% | +9,027,014 |
| AGNICO EAGLE MINES LTD(AEM) | 151,287 | 151,311 | +24 | 17,992,546 | 25,504,981 | 6.93% | +7,512,435 |
| NEWMONT CORP(NEM) | 283,860 | 283,943 | +83 | 16,537,667 | 23,939,250 | 6.51% | +7,401,583 |
| EQUINOX GOLD CORP(EQX) | 0 | 514,257 | +514,257 | 0 | 5,769,963 | 1.57% | +5,769,963 |
| MASTEC INC(MTZ) | 106,084 | 105,786 | -298 | 18,079,900 | 22,512,323 | 6.12% | +4,432,423 |
| UNITED RENTALS INC(URI) | 15,527 | 15,523 | -4 | 11,697,719 | 14,818,824 | 4.03% | +3,121,105 |
| APPLE INC(AAPL) | 62,616 | 62,673 | +57 | 12,846,883 | 15,958,396 | 4.34% | +3,111,513 |
| ROYAL GOLD INC(RGLD) | 87,526 | 87,585 | +59 | 15,565,676 | 17,567,717 | 4.78% | +2,002,041 |
| CHART INDS INC(GTLS) | 0 | 7,924 | +7,924 | 0 | 1,585,989 | 0.43% | +1,585,989 |
| SPDR GOLD TR(GLD) | 22,306 | 22,242 | -64 | 6,799,648 | 7,906,492 | 2.15% | +1,106,844 |
| MCKESSON CORP(MCK) | 27,084 | 27,108 | +24 | 19,846,781 | 20,942,214 | 5.69% | +1,095,433 |
| GE VERNOVA INC(GEV) | 0 | 1,426 | +1,426 | 0 | 876,847 | 0.24% | +876,847 |
| ROYAL CARIBBEAN GROUP | 0 | 2,671 | +2,671 | 0 | 864,282 | 0.23% | +864,282 |
| RUSH ENTERPRISES INC(RUSHA) | 373,783 | 374,051 | +268 | 19,253,554 | 20,000,498 | 5.44% | +746,944 |
| TAYLOR MORRISON HOME CORP(TMHC) | 157,082 | 157,398 | +316 | 9,647,975 | 10,389,840 | 2.82% | +741,865 |
| MICROSOFT CORP(MSFT) | 32,311 | 32,347 | +36 | 16,071,745 | 16,754,108 | 4.55% | +682,363 |
| BERKSHIRE HATHAWAY INC DEL | 38,351 | 38,380 | +29 | 18,629,959 | 19,295,362 | 5.24% | +665,403 |
| SCHLUMBERGER LTD(SLB) | 319,166 | 319,738 | +572 | 10,787,824 | 10,989,405 | 2.99% | +201,581 |
| FIRST COMWLTH FINL CORP PA(FCF) | 0 | 10,154 | +10,154 | 0 | 173,126 | 0.05% | +173,126 |
| TRAVELERS COMPANIES INC(TRV) | 6,648 | 6,627 | -21 | 1,778,606 | 1,850,391 | 0.50% | +71,785 |
| RUSH ENTERPRISES INC(RUSHA) | 9,501 | 9,501 | 0 | 498,612 | 545,547 | 0.15% | +46,935 |
| ENTERPRISE PRODS PARTNERS L(EPD) | 24,855 | 24,855 | 0 | 770,754 | 777,216 | 0.21% | +6,462 |
| JD.COM INC(JD) | 203,896 | 181,412 | -22,484 | 6,655,159 | 6,345,785 | 1.72% | -309,374 |
| ALPS ETF TR | 176,712 | 176,721 | +9 | 8,634,160 | 8,293,497 | 2.25% | -340,663 |
| WABTEC(WAB) | 62,944 | 63,030 | +86 | 13,177,333 | 12,635,649 | 3.43% | -541,684 |
| CELANESE CORP DEL(CE) | 151,208 | 184,455 | +33,247 | 8,366,322 | 7,761,884 | 2.11% | -604,438 |
| MICROCHIP TECHNOLOGY INC.(MCHP) | 201,491 | 201,753 | +262 | 14,178,934 | 12,956,589 | 3.52% | -1,222,345 |
| BGC GROUP INC | 1,749,838 | 1,751,739 | +1,901 | 17,900,839 | 16,571,449 | 4.50% | -1,329,390 |
| EQT CORP(EQT) | 451,015 | 450,963 | -52 | 26,303,192 | 24,545,936 | 6.67% | -1,757,256 |
| NMI HLDGS INC(NMIH) | 465,854 | 466,347 | +493 | 19,654,392 | 17,879,755 | 4.86% | -1,774,637 |
| TRANSOCEAN LTD(RIG) | 1,058,760 | 0 | -1,058,760 | 2,742,187 | 0 | — | -2,742,187 |
| DOW INC(DOW) | 229,069 | 0 | -229,069 | 6,065,738 | 0 | — | -6,065,738 |