Muhlenkamp & Co Inc
- SEC CIK
- 0001133219
- 最新申報
- 2026/8/17
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/14 申報。只含多頭部位。
- 持股檔數
- 31
- 2023 年第 1 季沒有申報
- 總值
- $2.82 億
- 2023 年第 1 季沒有申報
Muhlenkamp & Co Inc 沒有申報 2023 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| EQTEQT Corp | Stock | 445,715 | $1,833 萬 | 6.5% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 38,325 | $1,638 萬 | 5.8% | – | – | 歷史 |
| SLBSLB Limited | Stock | 311,735 | $1,531 萬 | 5.4% | – | – | 歷史 |
| MTZMastec Inc | COM | 127,819 | $1,508 萬 | 5.3% | – | – | 歷史 |
| RUSHARush Enterprises Inc | CL A | 239,731 | $1,456 萬 | 5.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 16,035 | $1,391 萬 | 4.9% | – | – | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 232,872 | $1,369 萬 | 4.9% | – | – | 歷史 |
| KEXKirby Corp | COM | 167,205 | $1,287 萬 | 4.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 37,646 | $1,284 萬 | 4.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 24,730 | $1,189 萬 | 4.2% | – | – | 歷史 |
| NMIHNMI Holdings, Inc. | COM | 455,821 | $1,177 萬 | 4.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 60,370 | $1,171 萬 | 4.1% | – | – | 歷史 |
| DOWDow Inc. | Stock | 217,893 | $1,160 萬 | 4.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 30,892 | $1,052 萬 | 3.7% | – | – | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 249,235 | $1,018 萬 | 3.6% | – | – | – |
| MCHPMicrochip Technology Inc | Stock | 111,744 | $1,001 萬 | 3.5% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 129,569 | $828.6 萬 | 2.9% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 110,695 | $765.2 萬 | 2.7% | – | – | 歷史 |
| BGCBGC Group, Inc. | CL A | 1,567,592 | $694.4 萬 | 2.5% | – | – | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 174,555 | $684.4 萬 | 2.4% | – | – | – |
| FNVFranco Nevada Corp | Stock | 47,783 | $681.4 萬 | 2.4% | – | – | 歷史 |
| RGLDRoyal Gold Inc | Stock | 56,859 | $652.6 萬 | 2.3% | – | – | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 55,327 | $606.8 萬 | 2.2% | – | – | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 855,992 | $600.1 萬 | 2.1% | – | – | 歷史 |
| PHMPultegroup Inc | COM | 54,519 | $423.5 萬 | 1.5% | – | – | 歷史 |
| TMHCTaylor Morrison Home Corp | COM | 85,789 | $418.4 萬 | 1.5% | – | – | 歷史 |
| TGNATegna Inc | COM | 209,438 | $340.1 萬 | 1.2% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 18,485 | $329.5 萬 | 1.2% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 24,855 | $65.5 萬 | 0.2% | – | – | 歷史 |
| RUSHBRush Enterprises Inc | CL B | 6,335 | $43.1 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,952 | $20.9 萬 | 0.1% | – | – | 歷史 |