Ronald Muhlenkamp

Ronald Muhlenkamp

Last Update: 2014-11-14

Number of Stocks: 71
Number of New Stocks: 9

Total Value: $554 Mil
Q/Q Turnover: 6%

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
APGI American Power Group... 2014-09-30 Reduce$0.575 - $0.77
($0.67)
$ 0.28-58%Reduce -32.67%53,195
MSFT Microsoft Corp 2014-09-30 Reduce-1.42%$41.67 - $47.52
($44.65)
$ 45.742%Reduce -49.01%200,190
STT State Street Corp 2014-09-30 Reduce-1.07%$67.61 - $75.73
($71.28)
$ 76.868%Reduce -27.43%238,198
CBI Chicago Bridge & Iro... 2014-09-30 Reduce-1%$58.03 - $69.92
($63.03)
$ 39.65-37%Reduce -49.9%81,725
PHM PulteGroup Inc 2014-09-30 Reduce-0.51%$17.54 - $20.33
($18.83)
$ 20.479%Reduce -83.81%27,900
AIG American Internation... 2014-09-30 Reduce-0.25%$52.05 - $56.33
($54.68)
$ 54.02-1%Reduce -6.65%355,415
ABG Asbury Automotive Gr... 2014-09-30 Reduce-0.24%$64.46 - $71.99
($69.11)
$ 74.858%Reduce -14.18%123,500
WPRT Westport Innovations... 2014-09-30 Reduce-0.2%$10.78 - $18.7
($14.95)
$ 3.69-75%Reduce -10.44%528,177
KBR KBR Inc 2014-09-30 Sold Out -0.2%$19.11 - $23.9
($21.71)
$ 16.16-26%Sold Out0
BRK.B Berkshire Hathaway I... 2014-09-30 Reduce-0.11%$125.43 - $141.28
($133.23)
$ 148.4511%Reduce -4.24%112,825
FSTO Forest Oil Corp 2014-09-30 Sold Out -0.01%$1.23 - $2.4
($1.8)
$ 0.21-88%Sold Out0
FLY.Canada FLYHT Aerospace Solu... 2014-06-30 ReduceC$0.36 - C$0.7
(C$0.5)
C$ 0.35-30%Reduce -65.95%22,000
GE General Electric Co 2014-06-30 Reduce-2.43%$25.43 - $27.44
($26.54)
$ 24.66-7%Reduce -86.76%82,345
CELG Celgene Corp 2014-06-30 Reduce-1.91%$68.45 - $86.8
($75.89)
$ 112.8249%Reduce -51.74%144,140
SAH Sonic Automotive Inc 2014-06-30 Reduce-1.61%$22.72 - $27.17
($24.94)
$ 26.456%Reduce -41.33%576,990
GM General Motors Co 2014-06-30 Reduce-1.51%$31.93 - $37.09
($34.85)
$ 31.15-11%Reduce -51.98%226,310
KBR KBR Inc 2014-06-30 Reduce-0.62%$22.62 - $27.51
($25.1)
$ 16.16-36%Reduce -74%46,655
GILD Gilead Sciences Inc 2014-06-30 Reduce-0.59%$65.48 - $83.02
($77.76)
$ 102.432%Reduce -24.63%144,715
ABG Asbury Automotive Gr... 2014-06-30 Reduce-0.24%$53.15 - $68.01
($61.62)
$ 74.8522%Reduce -14.93%143,900
GMED Globus Medical Inc 2014-06-30 Sold Out -0.24%$22.75 - $26.95
($24.13)
$ 24.230%Sold Out0
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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
15% 4.2% 10.3%
» More Profile & Performance

Ronald Muhlenkamp's Current Portfolio:

Ticker Shares Value ($1000)
ADS171,67542,622
JPM460,04527,713
DAL755,41527,308
GILD206,35021,966
ORCL543,77520,816
AIG355,41519,200
STT238,19817,534
C330,05517,103
ARRS603,44017,111
LNC308,23516,515
» More Current Portfolio

Ronald Muhlenkamp's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 23.4% 23.4%
Technology 18.7% 18.7%
Consumer Cyclical 14.5% 14.5%
Healthcare 13.3% 13.3%
Industrials 4.1% 4.1%
Communication Services 4.1% 4.1%
Energy 3.5% 3.5%
Real Estate 0.5% 0.5%
Basic Materials 0.2% 0.2%
Consumer Defensive 0% 0%
» More Sector Weightings

Ronald Muhlenkamp's News:

» More Related News


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