Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MUHLENKAMP & CO INC | 01-08-2024 | 12-31-2023 | 29 | 305,708,761 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RUSH ENTERPRISES INC | CL A | 1 | $18,495,964 | 367,713 | 0.01 | 0.01 | 127,982 | 53.39 | 12-31-2023 |
| MCKESSON CORP | COM | 2 | $17,816,396 | 38,482 | 0.01 | 0.01 | 157 | 0.41 | 12-31-2023 |
| BROADCOM INC | COM | 3 | $17,448,104 | 15,631 | 0.01 | 0.00 | -404 | -2.52 | 12-31-2023 |
| EQT CORP | COM | 4 | $17,310,092 | 447,752 | 0.01 | 0.01 | 2,037 | 0.46 | 12-31-2023 |
