Muhlenkamp & Co. Inc. filed its Form 13F-HR on November 10, 2026, disclosing equity securities held as of September 30, 2026. The filing lists a total of 32 distinct positions held by the firm, with the top holdings including Agnico Eagle Mines Ltd, Apple Inc., and Berkshire Hathaway Inc. Class B New.
The portfolio is diversified across various sectors, with significant investments in energy, technology, and precious metals. Agnico Eagle Mines Ltd is the largest position, with 138,966 shares. Apple Inc. follows with 62,308 shares. Other notable holdings include Enterprise Products Partners L.P. with 24,855 shares and ExxonMobil Holdings Corp. with 89,666 shares.
The filing also details positions in financial services and industrial sectors. Travelers Companies Inc. holds 6,601 shares, while Wabtec Corp. holds 63,237 shares. Additionally, the firm holds stakes in precious metals through SPDR Gold Trust and iShares Silver Trust, with 22,340 and 12,550 shares respectively.
The report indicates that all holdings are held in a sole capacity. The filing was submitted by Michelle Orphall, the Compliance Manager for Muhlenkamp & Co. Inc., located at 5000 Stonewood Drive, Suite 300, Wexford, PA 15090.
