Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Muhlenkamp
Muhlenkamp: Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot 28 Positionen mit einem Gesamtwert von $345 Mio. Wertentwicklung: 1 Jahr +32,80 %, 3 Jahre +110,97 %, 5 Jahre +198,68 %.
Muhlenkamp
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $345 Mio.
Größte Position Rush Enterprises Inc
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +32,80 %
Gesamtrendite · 3 Jahre +110,97 %
Gesamtrendite · 5 Jahre +198,68 %
28 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 RUSHARush Enterprises Inc | 7,03% | $24.255.251 | 332.332 | BUY Q2 · 2026+0,1% · 427 Stk. | ← | $48,92 | |
 NEMNewmont Corp | 6,25% | $21.583.806 | 231.090 | SOLD Q2 · 20260,0% · 92 Stk. | ← | $123,41 | |
 AEMAgnico Eagle Mines Ltd | 6,22% | $21.488.763 | 138.521 | SOLD Q2 · 20260,0% · 67 Stk. | ← | $199,49 | |
 EQTEqt Corp | 6,19% | $21.387.260 | 402.243 | BUY Q2 · 2026+0,2% · 1 Tsd. Stk. | ← | $50,00 | |
 MCKMckesson Corp | 5,95% | $20.553.831 | 27.202 | BUY Q2 · 2026+0,1% · 33 Stk. | ← | $874,65 | |
 BRK-BBerkshire Hathaway Inc Del | 5,58% | $19.262.513 | 38.495 | BUY Q2 · 2026+0,4% · 144 Stk. | ← | $509,77 | |
 MCHPMicrochip Technology Inc. | 5,37% | $18.526.277 | 203.139 | BUY Q2 · 2026+0,1% · 154 Stk. | ← | $73,27 | |
 AAPLApple Inc | 5,21% | $17.976.490 | 62.125 | SOLD Q2 · 2026-0,7% · 434 Stk. | ← | $336,13 | |
N/A URIUnited Rentals Inc | 5,14% | $17.755.785 | 15.673 | BUY Q2 · 2026+0,4% · 70 Stk. | ← | $1.013,91 | |
 RGLDRoyal Gold Inc | 5,09% | $17.583.246 | 88.088 | BUY Q2 · 2026+0,2% · 196 Stk. | ← | $249,65 | |
 WABWabtec | 4,93% | $17.026.858 | 63.156 | BUY Q2 · 2026+0,0% · 1 Stk. | ← | $280,23 | |
N/A BGCBgc Group Inc | 4,48% | $15.469.178 | 1.447.070 | BUY Q2 · 2026+0,2% · 3 Tsd. Stk. | ← | $12,22 | |
 NMIHNmi Hldgs Inc | 4,39% | $15.144.048 | 368.558 | BUY Q2 · 2026+0,6% · 2 Tsd. Stk. | ← | $42,90 | |
 SLBSlb Limited | 4,36% | $15.057.088 | 323.878 | BUY Q2 · 2026+0,5% · 2 Tsd. Stk. | ← | $51,12 | |
 MSFTMicrosoft Corp | 3,54% | $12.226.206 | 32.776 | SOLD Q2 · 2026-0,5% · 161 Stk. | ← | $493,78 | |
 ICLRIcon Plc | 3,34% | $11.523.400 | 66.337 | BUY Q2 · 2026+0,5% · 332 Stk. | ← | $164,11 | |
N/A TMHC*Taylor Morrison Home Corp | 3,30% | $11.379.758 | 158.625 | BUY Q2 · 2026+0,0% · 19 Stk. | ← | – | |
 LYBLyondellbasell Industries Nv | 2,87% | $9.893.988 | 187.920 | BUY Q2 · 2026+0,4% · 761 Stk. | ← | $61,93 | |
 CECelanese Corp Del | 2,82% | $9.751.862 | 211.997 | BUY Q2 · 2026+0,6% · 1 Tsd. Stk. | ← | $45,41 | |
 GLDSpdr Gold Tr | 2,35% | $8.129.410 | 22.068 | SOLD Q2 · 2026-0,1% · 15 Stk. | ← | $401,17 | |
 AMLPAlps Etf Tr | 2,26% | $7.809.388 | 150.615 | – | SOLD Q1 · 2026-14,6% · 26 Tsd. Stk. | $54,98 | |
N/A EQXEquinox Gold Corp | 1,47% | $5.076.280 | 522.251 | BUY Q2 · 2026+0,6% · 3 Tsd. Stk. | ← | $12,45 | |
 TRVTravelers Companies Inc | 0,63% | $2.187.705 | 6.627 | – | SOLD Q3 · 2025-0,3% · 21 Stk. | $374,62 | |
 GEVGe Vernova Inc | 0,49% | $1.675.350 | 1.426 | – | – | $940,33 | |
 EPDEnterprise Prods Partners L | 0,26% | $913.670 | 24.855 | – | SOLD Q1 · 2025-7,4% · 2 Tsd. Stk. | $38,89 | |
 RUSHBRush Enterprises Inc | 0,21% | $718.565 | 9.393 | SOLD Q2 · 2026-0,6% · 61 Stk. | ← | $55,42 | |
 SLVIshares Silver Tr | 0,19% | $671.049 | 12.550 | NEW Q2 · 202613 Tsd. Stk. | – | $59,93 | |
 XOMExxon Mobil Corp | 0,06% | $224.221 | 1.640 | – | BUY Q1 · 2026– · 2 Tsd. Stk. | $163,54 | |
N/A FRDMEa Series Trust Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 237 Tsd. Stk. | ← | – | |
 MTZMastec Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 43 Tsd. Stk. | ← | $214,38 |
