Muhlenkamp & Co Inc - Q12026 Holdings

Muhlenkamp & Co Inc holds 29 stocks with a total portfolio value of $ 379.79M as of Q12026. In Q12026, Muhlenkamp & Co Inc added 2 new positions, increased stakes in 5 stocks, reduced 18 holdings, and fully exited 1 position. The largest holding is Agnico Eagle Mines LTD (AEM), representing 7.41% of the total portfolio.