Portfolio (Quarterly) Guide ↗

MUHLENKAMP & CO INC

· CIK 0001133219

13F Portfolio $380M AUM 29 positions Filed May 6, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 2 Added 10 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GTLS	CHART INDS INC	Industrials	7,924	$1.6M	0.44%	SOLD

Sector Allocation

Basic Materials 32.9%

Energy 12.7%

Technology 12.1%

Industrials 12.0%

Financial Services 11.5%

Consumer Cyclical 9.3%

Healthcare 9.0%

Utilities 0.4%