HoldingsChannel.com
| Entity | Amount | Change
09/30/2022 to 12/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHLUMBERGER LTD |
314,208 | -294 | $16,798 |
| SLB | 314,208 | -294 | $16,798 |
| EQT CORP |
445,841 | -451 | $15,083 |
| EQT | 445,841 | -451 | $15,083 |
| OCCIDENTAL PETE CORP |
232,926 | -237 | $14,672 |
| OXY | 232,926 | -237 | $14,672 |
| MCKESSON CORP |
38,249 | +40 | $14,348 |
| MCK | 38,249 | +40 | $14,348 |
| PROSHARES TR (PSQ) |
904,875 | +904,875 | $13,320 |
| PSQ | 904,875 | +904,875 | $13,320 |
| UNITEDHEALTH GROUP INC |
24,755 | +19 | $13,125 |
| UNH | 24,755 | +19 | $13,125 |
| RUSH ENTERPRISES INC |
240,406 | UNCH | $12,568 |
| RUSHA | 240,406 | UNCH | $12,568 |
 BERKSHIRE HATHAWAY INC DEL |
$11,562 | ||
| BRK.B | 37,430 | +36 | $11,562 |
| DOW INC |
217,958 | -199 | $10,983 |
| DOW | 217,958 | -199 | $10,983 |
| MASTEC INC |
128,217 | -124 | $10,941 |
| MTZ | 128,217 | -124 | $10,941 |
| ALPS ETF TR (AMLP) |
284,317 | +260 | $10,824 |
| AMLP | 284,317 | +260 | $10,824 |
| KIRBY CORP |
164,395 | -154 | $10,579 |
| KEX | 164,395 | -154 | $10,579 |
| CVS HEALTH CORP |
110,123 | +122 | $10,262 |
| CVS | 110,123 | +122 | $10,262 |
| BRISTOL MYERS SQUIBB CO |
128,950 | +197 | $9,278 |
| BMY | 128,950 | +197 | $9,278 |
| BROADCOM INC |
16,080 | -16 | $8,991 |
| AVGO | 16,080 | -16 | $8,991 |
| MICROCHIP TECHNOLOGY INC. |
112,024 | -112 | $7,870 |
| MCHP | 112,024 | -112 | $7,870 |
| MICROSOFT CORP |
31,264 | -21 | $7,498 |
| MSFT | 31,264 | -21 | $7,498 |
| APPLE INC |
55,266 | -56 | $7,181 |
| AAPL | 55,266 | -56 | $7,181 |
| NMI HLDGS INC |
293,384 | -196 | $6,132 |
| NMIH | 293,384 | -196 | $6,132 |
| WABTEC |
55,433 | -33 | $5,533 |
| WAB | 55,433 | -33 | $5,533 |
| ROYAL GOLD INC |
46,932 | +77 | $5,290 |
| RGLD | 46,932 | +77 | $5,290 |
| FRANCO NEV CORP |
38,385 | +71 | $5,239 |
| FNV | 38,385 | +71 | $5,239 |
| CAMECO CORP |
161,964 | -159 | $3,672 |
| CCJ | 161,964 | -159 | $3,672 |
| SPDR GOLD TR (GLD) |
18,432 | -53 | $3,127 |
| GLD | 18,432 | -53 | $3,127 |
| ENTERPRISE PRODS PARTNERS L |
24,855 | UNCH | $600 |
| EPD | 24,855 | UNCH | $600 |
| RUSH ENTERPRISES INC |
6,255 | -252 | $352 |
| RUSHB | 6,255 | -252 | $352 |
See Full List: All Stocks Held By Muhlenkamp & Co. Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Muhlenkamp & Co. Inc.
|
Size ($ in 1000's)
At 12/31/2022: $236,043 At 09/30/2022: $223,961 Muhlenkamp & Co. Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Muhlenkamp & Co. Inc. 13F filings. Link to 13F filings: SEC filings |
