StockDriftsStockDriftsTop 29 Muhlenkamp & Co Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AEM | AGNICO EAGLE MINES LTD | 7.41% | 138.6K | $28.1M | -8.38%(-12.68K) | $79.47(+93.61%) | 2026-03-31 | |
| EQT | EQT CORP | 6.72% | 401.2K | $25.5M | -11.06%(-49.88K) | $21.55(+144.10%) | 2026-03-31 | |
| NEM | NEWMONT CORP | 6.59% | 231.2K | $25.0M | -18.74%(-53.30K) | $39.11(+148.11%) | 2026-03-31 | |
| MCK | MCKESSON CORP | 6.19% | 27.2K | $23.5M | -0.09%(-24) | $172.93(+354.70%) | 2026-03-31 | |
| RGLD | ROYAL GOLD INC | 5.89% | 87.9K | $22.4M | -0.04%(-36) | $112.93(+80.75%) | 2026-03-31 | |
| RUSHA | RUSH ENTERPRISES INC | 5.78% | 331.9K | $21.9M | -11.61%(-43.61K) | $11.39(+542.44%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.84% | 38.4K | $18.4M | -0.16%(-60) | $217.27(+133.70%) | 2026-03-31 | |
| SLB | SLB LIMITED | 4.36% | 322.2K | $16.6M | +0.04%(+140) | $25.34(+78.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.18% | 62.6K | $15.9M | -0.45%(-282) | $63.98(+382.41%) | 2026-03-31 | |
| WAB | WABTEC | 4.16% | 63.2K | $15.8M | -0.23%(-146) | $80.59(+225.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.91% | +59.77% |
| Top 20 Holdings Unweighted | +16.28% | +57.24% |
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