MUHLX Holdings — Muhlenkamp Fund
All 25 reported holdings of Muhlenkamp Fund (MUHLX) by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets | Value (USD) |
|---|---|---|
| First American Government Obli | 7.57% | $20.27M |
| EQT Corp | 6.84% | $18.32M |
| Agnico Eagle Mines Ltd | 6.16% | $16.51M |
| Newmont Corp | 6.03% | $16.14M |
| Rush Enterprises Inc | 5.90% | $15.80M |
| Royal Gold Inc | 5.85% | $15.68M |
| McKesson Corp | 5.28% | $14.15M |
| Berkshire Hathaway Inc | 4.51% | $12.08M |
| SLB Ltd | 3.89% | $10.41M |
| Westinghouse Air Brake Technol | 3.49% | $9.35M |
| Apple Inc | 3.38% | $9.06M |
| LyondellBasell Industries NV | 3.26% | $8.73M |
| BGC Group Inc | 3.07% | $8.22M |
| NMI Holdings Inc | 3.00% | $8.04M |
| Celanese Corp | 2.99% | $8.01M |
| MasTec Inc | 2.98% | $7.99M |
| Alerian MLP ETF | 2.92% | $7.82M |
| Microchip Technology Inc | 2.87% | $7.69M |
| Freedom 100 Emerging Markets E | 2.79% | $7.48M |
| Microsoft Corp | 2.78% | $7.44M |
| United Rentals Inc | 2.58% | $6.92M |
| Tencent Holdings Ltd | 2.16% | $5.78M |
| Taylor Morrison Home Corp | 1.96% | $5.26M |
| Icon PLC | 1.80% | $4.83M |
| Equinox Gold Corp | 1.63% | $4.36M |
MUHLX overview: performance, fees, allocation and SEC filings