Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MUHLENKAMP & CO INC | 04-23-2024 | 03-31-2024 | 29 | 344,279,219 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | 1 | $21,054,138 | 15,885 | 0.01 | 0.01 | 254 | 1.62 | 03-31-2024 |
| MCKESSON CORP | COM | 2 | $20,771,263 | 38,691 | 0.01 | 0.01 | 209 | 0.54 | 03-31-2024 |
| RUSH ENTERPRISES INC | CL A | 3 | $19,868,711 | 371,239 | 0.01 | 0.01 | 3,526 | 0.96 | 03-31-2024 |
| SCHLUMBERGER LTD | COM STK | 4 | $17,274,797 | 315,176 | 0.01 | 0.01 | 1,931 | 0.62 | 03-31-2024 |
