AMLP β€” ALERIAN MLP ETF

Ownership history in MUHLENKAMP & CO INC  Β·  29 quarters on record

AI Ownership Summary

MUHLENKAMP & CO INC reported ALERIAN MLP ETF (AMLP) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.0% in 2025 Q1. The latest visible filing shows AMLP at 2.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMLP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MUHLENKAMP & CO INC's position in ALERIAN MLP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AMLP was reported at 2.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MUHLENKAMP & CO INC held AMLP β€” position size vs. price
% of Fund (quarterly)    AMLP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 176,301 -420 -0.2% 2.23% $8.3M 2026-02-14 (Est.) $51.31
2025 Q3 ADDED 176,721 +9 +0.0% 2.25% $8.3M 2025-11-07 $45.29
2025 Q2 ADDED 176,712 +8 +0.0% 2.69% $8.6M 2025-07-24 $46.18
2025 Q1 ADDED 176,704 +1,595 +0.9% 3.00% $9.2M 2025-05-13 $46.04
2024 Q4 ADDED 175,109 +8 +0.0% 2.56% $8.4M 2025-02-13 $47.37
2024 Q3 ADDED 175,101 +546 +0.3% 2.53% $8.3M 2024-11-12 $42.43
2024 Q2 UNCHANGED 174,555 β€” 0% 2.61% $8.4M 2024-07-17 $42.42
2024 Q1 UNCHANGED 174,555 β€” 0% 2.41% $8.3M 2024-04-23 $40.27
2023 Q4 UNCHANGED 174,555 β€” 0% 2.43% $7.4M 2024-01-08 $35.77
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AMLP

As of 2026 Q1 β€” sorted by position size

Financial Insights, Inc. 3Y 7Y 0.08%

FAQ About MUHLENKAMP & CO INC and AMLP

These are the practical questions this page is built to answer before you even open the full history table.

How long has MUHLENKAMP & CO INC reported owning AMLP?

MUHLENKAMP & CO INC reported AMLP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMLP position in MUHLENKAMP & CO INC's portfolio?

The largest reported portfolio weight for AMLP was 3.00% in 2025 Q1.

What is the latest reported AMLP position on this page?

The most recent filing on this page is 2025 Q4, when MUHLENKAMP & CO INC reported 176,301 shares, equal to 2.23% of portfolio, with an estimated market value of $8.3M.

What does the chart on this AMLP ownership page compare?

The chart compares MUHLENKAMP & CO INC's quarterly AMLP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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