HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 BROADCOM INC |
15,885 | +254 | $21,054 |
| AVGO | 15,885 | +254 | $21,054 |
| MCKESSON CORP |
38,691 | +209 | $20,771 |
| MCK | 38,691 | +209 | $20,771 |
| RUSH ENTERPRISES INC |
371,239 | +3,526 | $19,869 |
| RUSHA | 371,239 | +3,526 | $19,869 |
| SCHLUMBERGER LTD |
315,176 | +1,931 | $17,275 |
| SLB | 315,176 | +1,931 | $17,275 |
| EQT CORP |
450,628 | +2,876 | $16,705 |
| EQT | 450,628 | +2,876 | $16,705 |
| KIRBY CORP |
169,314 | +1,107 | $16,139 |
| KEX | 169,314 | +1,107 | $16,139 |
 BERKSHIRE HATHAWAY INC DEL |
$16,057 | ||
| BRK.B | 38,183 | +334 | $16,057 |
| OCCIDENTAL PETE CORP |
237,383 | +2,264 | $15,428 |
| OXY | 237,383 | +2,264 | $15,428 |
| NMI HLDGS INC |
464,338 | +4,805 | $15,017 |
| NMIH | 464,338 | +4,805 | $15,017 |
| BGC GROUP INC |
1,735,480 | +23,553 | $13,485 |
| BGC | 1,735,480 | +23,553 | $13,485 |
| MICROSOFT CORP |
31,863 | +935 | $13,405 |
| MSFT | 31,863 | +935 | $13,405 |
| DOW INC |
224,122 | +2,190 | $12,983 |
| DOW | 224,122 | +2,190 | $12,983 |
| UNITEDHEALTH GROUP INC |
25,205 | +286 | $12,469 |
| UNH | 25,205 | +286 | $12,469 |
| MASTEC INC |
132,990 | +1,981 | $12,401 |
| MTZ | 132,990 | +1,981 | $12,401 |
| PULTE GROUP INC |
97,864 | +1,296 | $11,804 |
| PHM | 97,864 | +1,296 | $11,804 |
| UNITED RENTALS INC |
15,329 | +289 | $11,054 |
| URI | 15,329 | +289 | $11,054 |
| APPLE INC |
62,604 | +2,170 | $10,735 |
| AAPL | 62,604 | +2,170 | $10,735 |
| MICROCHIP TECHNOLOGY INC. |
116,779 | +5,144 | $10,476 |
| MCHP | 116,779 | +5,144 | $10,476 |
| ROYAL GOLD INC |
85,899 | +28,414 | $10,463 |
| RGLD | 85,899 | +28,414 | $10,463 |
| TEGNA INC |
688,293 | +10,652 | $10,283 |
| TGNA | 688,293 | +10,652 | $10,283 |
| NEWMONT CORP |
278,949 | +135,348 | $9,998 |
| NEM | 278,949 | +135,348 | $9,998 |
| TAYLOR MORRISON HOME CORP |
154,730 | +2,198 | $9,620 |
| TMHC | 154,730 | +2,198 | $9,620 |
| WABTEC |
62,814 | +852 | $9,151 |
| WAB | 62,814 | +852 | $9,151 |
| ALPS ETF TR (AMLP) |
174,555 | UNCH | $8,284 |
| AMLP | 174,555 | UNCH | $8,284 |
| BRISTOL MYERS SQUIBB CO |
135,045 | +3,285 | $7,323 |
| BMY | 135,045 | +3,285 | $7,323 |
| TRANSOCEAN LTD |
1,010,498 | +33,740 | $6,346 |
| RIG | 1,010,498 | +33,740 | $6,346 |
| SPDR GOLD TR (GLD) |
21,643 | +2,522 | $4,452 |
| GLD | 21,643 | +2,522 | $4,452 |
| ENTERPRISE PRODS PARTNERS L |
24,855 | UNCH | $725 |
| EPD | 24,855 | UNCH | $725 |
See Full List: All Stocks Held By Muhlenkamp & Co. Inc.
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Muhlenkamp & Co. Inc.
|
Size ($ in 1000's)
At 03/31/2024: $344,278 At 12/31/2023: $305,707 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 |
