| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EGO | Exit | ELDORADO GOLD CORP NEW COM | $0 | – | -10,000 | -100.0% | -0.00% | – |
| GILD | Exit | GILEAD SCIENCES INC COMcall | $0 | – | -2,200 | -100.0% | -0.07% | – |
| RUSHB | Exit | Rush Enterprises CLB | $0 | – | -5,666 | -100.0% | -0.10% | – |
| THO | Exit | Thor Industries Inc. | $0 | – | -9,700 | -100.0% | -0.35% | – |
| PFE | Exit | Pfizer Inc | $0 | – | -26,430 | -100.0% | -0.50% | – |
| ALLY | Exit | ALLY FINACIAL INCput | $0 | – | -46,800 | -100.0% | -0.53% | – |
| AMLP | Exit | ALERIAN MLP ETFetf | $0 | – | -180,969 | -100.0% | -0.83% | – |
| PKW | Exit | INVESCO BUYBACK ACHIEVERS ETFetf | $0 | – | -35,363 | -100.0% | -0.92% | – |
| NLY | Exit | Annaly Capital Management | $0 | – | -230,184 | -100.0% | -1.01% | – |
| GLOP | Exit | GASLOG PARTNERS LP UNIT LTD PTmlp | $0 | – | -118,925 | -100.0% | -1.27% | – |
| GMLP | Exit | GOLAR LNG PARTNERS LP COM UNITmlp | $0 | – | -243,825 | -100.0% | -1.50% | – |
| GME | Exit | GAMESTOP CORP NEW CL A | $0 | – | -259,636 | -100.0% | -1.70% | – |
| FHI | Exit | Federated Invs. PA CL B | $0 | – | -251,935 | -100.0% | -2.60% | – |
| JAZZ | Exit | JAZZ PHARMACEUTICALS PLC | $0 | – | -36,971 | -100.0% | -2.66% | – |
| CELG | Exit | CELGENE CORP COM | $0 | – | -72,116 | -100.0% | -2.76% | – |
| BIIB | Exit | BIOGEN IDEC INC COM | $0 | – | -18,368 | -100.0% | -2.78% | – |
| DAL | Exit | Delta Air Lines | $0 | – | -115,015 | -100.0% | -2.84% | – |
| AYI | Exit | ACUITY BRANDS INC | $0 | – | -43,873 | -100.0% | -2.95% | – |
| CTSH | Exit | COGNIZANT TECH SOLUTIONS - A | $0 | – | -94,052 | -100.0% | -3.10% | – |
| DWDP | Exit | DOWDUPONT INC | $0 | – | -115,938 | -100.0% | -3.19% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY COM | $0 | – | -98,227 | -100.0% | -3.32% | – |
| AZO | Exit | AUTOZONE INC COM | $0 | – | -10,774 | -100.0% | -3.58% | – |
| MCK | Exit | MCKESSON CORP COM | $0 | – | -70,742 | -100.0% | -4.01% | – |
| GLD | Exit | SPDR GOLD TRUST GOLD SHSetf | $0 | – | -83,871 | -100.0% | -4.04% | – |
| CCJ | Exit | CAMECO CORP COM | $0 | – | -862,495 | -100.0% | -4.20% | – |
| RUSHA | Exit | Rush Enterprises CLA | $0 | – | -252,012 | -100.0% | -4.24% | – |
| GILD | Exit | GILEAD SCIENCES INC COM | $0 | – | -135,401 | -100.0% | -4.47% | – |
| CE | Exit | CELANESE CORP-SERIES A | $0 | – | -100,686 | -100.0% | -4.91% | – |
| ESRX | Exit | EXPRESS SCRIPTS HLDG COM | $0 | – | -128,695 | -100.0% | -5.23% | – |
| UNH | Exit | UnitedHealth Group Inc. | $0 | – | -58,221 | -100.0% | -6.62% | – |
| ADS | Exit | ALLIANCE DATA SYS CORP COM | $0 | – | -70,078 | -100.0% | -7.08% | – |
| MSFT | Exit | Microsoft Corp | $0 | – | -162,102 | -100.0% | -7.93% | – |
| AAPL | Exit | Apple Computer Inc. | $0 | – | -90,240 | -100.0% | -8.71% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 40 | Q4 2023 | 8.7% |
| MICROSOFT CORP | 40 | Q4 2023 | 9.0% |
| RUSH ENTERPRISES INC | 40 | Q4 2023 | 6.0% |
| RUSH ENTERPRISES INC | 37 | Q4 2023 | 0.9% |
| PFIZER INC | 35 | Q2 2022 | 0.6% |
| ALLIANCE DATA SYSTEMS CORP | 33 | Q4 2021 | 10.9% |
| BRISTOL-MYERS SQUIBB CO | 32 | Q4 2023 | 5.5% |
| MORGAN STANLEY | 30 | Q2 2022 | 3.1% |
| GILEAD SCIENCES INC COM | 29 | Q4 2020 | 8.2% |
| UNITEDHEALTH GROUP INC | 29 | Q4 2023 | 6.6% |
View MUHLENKAMP & CO INC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| STANLEY FURNITURE CO INC. | January 23, 2009 | 720,000 | 7.0% |
| NATIONAL RV HOLDINGS INC | November 29, 2005 | 464,233 | 4.5% |
View MUHLENKAMP & CO INC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-12-06 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-01 |
| 13F-HR | 2022-03-29 |
| 13F-HR | 2021-12-10 |
View MUHLENKAMP & CO INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.