 Muhlenkamp Co., the firm managed by Ronald Muhlenkamp Trades, Portfolio, disclosed in a regulatory 13F filing that its top five trades during the fourth quarter of 2021 included a new position in EQT Corp. EQT , Financial, a boost to its holding of Franco-Nevada Corp. FNV , Financial and reductions to its holdings of Cameco Corp. CCJ , Financial, Rush Enterprises Inc. RUSHA , Financial and the SPDR Gold Shares ETF GLD , Financial. 