MUHLX
Muhlenkamp Fund
Managed Portfolio Series

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Freedom 100 Emerging Markets ETF 0 136,900 136,900 2.92% $7.48M

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
FRST AM-GV OB-X 13,863,945 20,273,523 6,409,578 7.91% $6.41M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
AGNICO EAGLE MINES LTD 91,495 81,320 -10,175 6.44% $995.19K
NEWMONT CORP 201,900 149,100 -52,800 6.30% -$4.02M
RUSH ENTERPRISES INC CL A 280,456 239,029 -41,427 6.16% $674.41K
BGC GROUP INC-A 1,087,526 840,161 -247,365 3.21% -$1.49M
NMI HOLDINGS INC A 301,687 214,257 -87,430 3.14% -$4.27M
MASTEC INC 64,852 24,842 -40,010 3.12% -$6.10M
Alerian MLP ETF 174,245 148,559 -25,686 3.05% -$372.85K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
EQT CORPORATION 287,945 287,945 0 7.15% $2.89M
ROYAL GOLD INC 61,614 61,614 0 6.12% $1.98M
MCKESSON CORP 16,357 16,357 0 5.52% $737.21K
BERKSHIRE HATH-B 25,199 25,199 0 4.71% -$590.92K
SLB LTD 202,576 202,576 0 4.06% $2.64M
WESTINGHOUSE AIR BRAKE TECH CORP 37,430 37,430 0 3.65% $1.36M
APPLE INC 35,700 35,700 0 3.53% -$645.10K
LYONDELLBASELL INDS CLASS A 108,327 108,327 0 3.40% $4.04M
CELANESE CORP 121,740 121,740 0 3.12% $2.86M
MICROCHIP TECHNOLOGY 119,059 119,059 0 3.00% $105.96K
MICROSOFT CORP 20,097 20,097 0 2.90% -$2.28M
UNITED RENTALS INC 9,500 9,500 0 2.70% -$767.22K
Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD 91,350 91,350 0 2.25% -$1.22M
TAYLOR MORRISON HOME CORP 90,265 90,265 0 2.05% -$56.87K
Icon Public Limited Company 43,680 43,680 0 1.89% -$3.13M
EQUINOX GOLD COR 301,400 301,400 0 1.70% $126.59K

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