SEC 13F Intelligence

Muhlenkamp & Co Inc / AEM

Muhlenkamp & Co Inc’s Agnico Eagle Mines Ltd Position

Does Muhlenkamp & Co Inc own Agnico Eagle Mines Ltd (AEM)? Yes — 138.6K shares worth $28M (+7.41% of its 13F portfolio) as of Q1 2026, down from 151.3K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
138.6K
% of Portfolio
+7.41%
Quarters Held
6
currently held

Position History AEM

Reported value by quarter
Q4 ’24: $12MQ4 ’24Q1 ’25: $16MQ1 ’25Q2 ’25: $18MQ2 ’25Q3 ’25: $26MQ3 ’25Q4 ’25: $26MQ4 ’25Q1 ’26: $28MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026138.6K$28M+7.41%
Q4 2025151.3K$26M+6.90%
Q3 2025151.3K$26M+6.93%
Q2 2025151.3K$18M+5.61%
Q1 2025151.3K$16M+5.36%
Q4 2024150.5K$12M+3.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Muhlenkamp & Co Inc’s full portfolio or all institutional holders of AEM.