Ronald Muhlenkamp

Ronald Muhlenkamp

Last Update: 02-13-2015

Number of Stocks: 71
Number of New Stocks: 5

Total Value: $499 Mil
Q/Q Turnover: 9%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Ronald Muhlenkamp Sold these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
DAL Delta Air Lines Inc 2014-12-31 Reduce-3.18%$30.9 - $49.23
($42.12)
$ 44.886%Reduce -64.87%265,390
ORCL Oracle Corporation 2014-12-31 Reduce-2.8%$37.56 - $46.23
($40.7)
$ 42.645%Reduce -73.66%143,255
HAL Halliburton Co 2014-12-31 Reduce-2.76%$37.82 - $61.86
($48.49)
$ 43.26-12%Reduce -95.09%12,330
ADS Alliance Data Systems Corp 2014-12-31 Reduce-2.26%$234.62 - $291.35
($274.39)
$ 295.757%Reduce -29.33%121,330
JPM JPMorgan Chase & Co 2014-12-31 Reduce-1.09%$55.08 - $63.15
($60.14)
$ 59.55-1%Reduce -21.85%359,535
CELG Celgene Corp 2014-12-31 Reduce-1.03%$86.38 - $118.68
($105.53)
$ 118.6811%Reduce -41.31%86,240
AIG American International Group Inc 2014-12-31 Reduce-1.02%$49.4 - $56.51
($53.61)
$ 54.031%Reduce -29.11%251,950
GM General Motors Co 2014-12-31 Reduce-0.9%$29.69 - $35.09
($31.89)
$ 37.3115%Reduce -69.19%69,420
DTV Directv 2014-12-31 Reduce-0.78%$82.56 - $87.89
($86.04)
$ 85.32-1%Reduce -25.97%143,343
WPRT Westport Innovations Inc 2014-12-31 Reduce-0.72%$3.45 - $7.57
($5.25)
$ 4.03-30%Reduce -71.60%150,000
C Citigroup Inc 2014-12-31 Reduce-0.48%$49.68 - $56.37
($53.1)
$ 51.00-4%Reduce -15.35%279,400
ABG Asbury Automotive Group Inc 2014-12-31 Reduce-0.41%$61.46 - $77.56
($71.82)
$ 81.5412%Reduce -29.06%87,605
SAVE Spirit Airlines Inc 2014-12-31 Reduce-0.21%$53.31 - $84.47
($71.57)
$ 76.647%Reduce -9.16%166,589
SAH Sonic Automotive Inc 2014-12-31 Reduce-0.16%$21.86 - $27.64
($25.25)
$ 24.76-2%Reduce -6.27%535,185
CLNE Clean Energy Fuels Corp 2014-12-31 Sold Out -1.2%$4.3 - $7.31
($6.03)
$ 5.27-14%Sold Out0
CBI Chicago Bridge & Iron Company 2014-12-31 Sold Out -0.85%$37.78 - $57.09
($49.21)
$ 48.69-1%Sold Out0
CSCO Cisco Systems Inc 2014-12-31 Sold Out -0.74%$22.82 - $28.46
($25.8)
$ 27.135%Sold Out0
APGI American Power Group Corp 2014-12-31 Sold Out -0.01%$0.26 - $0.57
($0.41)
$ 0.26-58%Sold Out0
MSFT Microsoft Corp 2014-09-30 Reduce-1.42%$41.67 - $47.52
($44.65)
$ 40.97-9%Reduce -49.01%200,190
STT State Street Corp 2014-09-30 Reduce-1.07%$67.61 - $75.73
($71.28)
$ 73.473%Reduce -27.43%238,198
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Ronald Muhlenkamp's Profile:

Ronald H. Muhlenkamp is the founder and president of Muhlenkamp & Company, Inc., and portfolio manager for the company's self-named mutual fund (MUHLX). Muhlenkamp is a patient value investor. The stocks in his portfolio stay an average of 10 years.



Ronald Muhlenkamp's Performance:

Average Annual Return of Muhlenkamp  Fund
5 Yrs 10 Yrs Since Inception
9% 2% 9.9%
» More Profile & Performance

Ronald Muhlenkamp's Current Portfolio:

Ticker Shares Value ($1000)
ADS034,706
JPM022,500
GILD020,638
AXL018,826
STT018,533
COV018,579
LNC017,776
ARRS017,936
BRK.B016,918
AAPL016,648
» More Current Portfolio

Ronald Muhlenkamp's Sector Weightings:


select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and stock_list.exchange=inst_holdings.exchange and inst_holdings.guru_id = 10 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
SectorsSector Weightings (%)
Financial Services 25.5% 25.5%
Technology 16.9% 16.9%
Consumer Cyclical 15.9% 15.9%
Healthcare 14.6% 14.6%
Communication Services 3.9% 3.9%
Basic Materials 3.4% 3.4%
Energy 2.3% 2.3%
Real Estate 0.6% 0.6%
Industrials 0.1% 0.1%
Consumer Defensive 0% 0%
» More Sector Weightings

Ronald Muhlenkamp's News:

» More Related News


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