Ownership history in MUHLENKAMP & CO INC Β· 78 quarters on record
This page tracks every 13F SEC filing in which MUHLENKAMP & CO INC reported a position in Microsoft Corp COM (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MUHLENKAMP & CO INC outperformed the S&P 500 by +8.1% annually on this MSFT position. Timing score: 49% (35/72 decisions correct). Average cost basis: $23.54. Maximum drawdown during holding period: β47.1%.
π₯ Exceptional β beat the S&P 500 by 8.1% per year on this position.
77 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
35 of 72 add/trim decisions correct
Best entry: $13.48 (2009 Q1) Β· Worst: $515.81 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
29 adds Β· 44 trims. Bought during 14 of 25 down-price quarters. π Predominantly trimming β distribution phase.
π MUHLENKAMP & CO INC has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 4.29% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size