10-year

Don't Miss This Only Promotion (20% off)

Join GuruFocus Premium Membership Now for Only $279/Year

Save up to $500 on Global Membership.

Don't Miss It !

Free 7-day Trial
All Articles and Columns »

Ronald Muhlenkamp Buys Cendant Corp., Embarq Corporation Common Stock, Goldman Sachs Group Inc., Sells Tyco International Ltd., Lennar Corp., PHH Corp.

Ronald Muhlenkamp of The Muhlenkamp Fund buys Cendant Corp., Embarq Corporation Common Stock, Goldman Sachs Group Inc., OpenTV Corp., American Express Co., Chevron Corp., Mellon Financial Corp., Schlumberger Ltd., sells Tyco International Ltd., Lennar Corp., PHH Corp., Dollar Thrifty Automotive Grou, Procter & Gamble Co. during the 3-months ended 06/30/2006, according to the most recent filings of his investment company. Muhlenkamp Fund has lagged the market this, largely due to his holdings in homebuilders. These are the details of his most recent purchases and sales.

Added: Cemex SA de CV (CX)

Ronald Muhlenkamp added to his holdings in Building Materials & Fixtures company Cemex SA de CV by 108.59%. His purchase prices were between $25.82 and $35.05, with an estimated average price of $30.7. The impact to his portfolio due to this purchase was 2.4%. His holdings was 11,053,332 shares as of 06/30/2006. Cemex SA de CV closed today at $28.9.

Added: Nabors Industries Ltd. (NBR)

Ronald Muhlenkamp added to his holdings in Oil Equipment & Services company Nabors Industries Ltd. by 103.4%. His purchase prices were between $32.37 and $39.33, with an estimated average price of $35.5. The impact to his portfolio due to this purchase was 1.91%. His holdings was 3,746,652 shares as of 06/30/2006. Nabors Industries Ltd. closed today at $33.69.

Added: Caterpillar Inc. (CAT)

Ronald Muhlenkamp added to his holdings in Commercial Vehicles & Trucks company Caterpillar Inc. by 454.92%. His purchase prices were between $67.23 and $79.63, with an estimated average price of $74. The impact to his portfolio due to this purchase was 1.85%. His holdings was 1,118,284 shares as of 06/30/2006. Caterpillar Inc. closed today at $69.11.

Added: Terex Corp. (TEX)

Ronald Muhlenkamp added to his holdings in Commercial Vehicles & Trucks company Terex Corp. by 104.67%. His purchase prices were between $41.47 and $50.9, with an estimated average price of $44.6. The impact to his portfolio due to this purchase was 0.79%. His holdings was 2,560,108 shares as of 06/30/2006. Terex Corp. closed today at $42.7.

Added: BHP Billiton Ltd. (BHP)

Ronald Muhlenkamp added to his holdings in General Mining company BHP Billiton Ltd. by 49.6%. His purchase prices were between $39.4 and $47.87, with an estimated average price of $43.3. The impact to his portfolio due to this purchase was 0.61%. His holdings was 1,451,940 shares as of 06/30/2006. BHP Billiton Ltd. closed today at $42.96.

Added: Morgan Stanley (MS)

Ronald Muhlenkamp added to his holdings in Medical Supplies company Morgan Stanley by 23.04%. His purchase prices were between $56.75 and $65.25, with an estimated average price of $61.4. The impact to his portfolio due to this purchase was 0.13%. His holdings was 341,909 shares as of 06/30/2006. Morgan Stanley closed today at $66.95.

Added: Lone Star Technologies Inc. (LSS)

Ronald Muhlenkamp added to his holdings in Oil Equipment & Services company Lone Star Technologies Inc. by 74.86%. His purchase prices were between $44.93 and $62.48, with an estimated average price of $53. The impact to his portfolio due to this purchase was 0.03%. His holdings was 63,370 shares as of 06/30/2006. Lone Star Technologies Inc. closed today at $47.3.

Added: Bank of America Corp. (DE) (BAC)

Ronald Muhlenkamp added to his holdings in Banks company Bank of America Corp. (DE) by 54.06%. His purchase prices were between $45.26 and $49.95, with an estimated average price of $47.9. The impact to his portfolio due to this purchase was 0.01%. His holdings was 15,374 shares as of 06/30/2006. Bank of America Corp. (DE) closed today at $52.3.

Added: General Electric Co. (GE)

Ronald Muhlenkamp added to his holdings in Diversified Industrials company General Electric Co. by 22.31%. His purchase prices were between $32.93 and $34.9, with an estimated average price of $33.9. The impact to his portfolio due to this purchase was 0.01%. His holdings was 49,513 shares as of 06/30/2006. General Electric Co. closed today at $33.71.

Added: JP Morgan Chase & Co. (JPM)

Ronald Muhlenkamp added to his holdings in Banks company JP Morgan Chase & Co. by 109.44%. His purchase prices were between $39.83 and $46.27, with an estimated average price of $42.5. The impact to his portfolio due to this purchase was 0.01%. His holdings was 12,334 shares as of 06/30/2006. JP Morgan Chase & Co. closed today at $45.47.

Added: Microsoft Corp. (MSFT)

Ronald Muhlenkamp added to his holdings in Software company Microsoft Corp. by 25.68%. His purchase prices were between $21.84 and $27.04, with an estimated average price of $23.8. The impact to his portfolio due to this purchase was 0.01%. His holdings was 37,151 shares as of 06/30/2006. Microsoft Corp. closed today at $24.7.

Added: Wells Fargo & Co. (WFC)

Ronald Muhlenkamp added to his holdings in Banks company Wells Fargo & Co. by 114.2%. His purchase prices were between $31.69 and $34.29, with an estimated average price of $33. The impact to his portfolio due to this purchase was 0.01%. His holdings was 17,800 shares as of 06/30/2006. Wells Fargo & Co. closed today at $35.23.

Added: ExxonMobil Corp. (XOM)

Ronald Muhlenkamp added to his holdings in Integrated Oil & Gas company ExxonMobil Corp. by 82.92%. His purchase prices were between $57.83 and $64.38, with an estimated average price of $61. The impact to his portfolio due to this purchase was 0.01%. His holdings was 12,497 shares as of 06/30/2006. ExxonMobil Corp. closed today at $67.57.

Added: Cisco Systems Inc. (CSCO)

Ronald Muhlenkamp added to his holdings in Telecommunications Equipment company Cisco Systems Inc. by 90.15%. His purchase prices were between $19.38 and $21.75, with an estimated average price of $20.5. The impact to his portfolio due to this purchase was less than 0.01%. His holdings was 24,099 shares as of 06/30/2006. Cisco Systems Inc. closed today at $21.1.

Added: Dell Inc. (DELL)

Ronald Muhlenkamp added to his holdings in Computer Hardware company Dell Inc. by 30.34%. His purchase prices were between $23.72 and $29.76, with an estimated average price of $25.7. The impact to his portfolio due to this purchase was less than 0.01%. His holdings was 13,684 shares as of 06/30/2006. Dell Inc. closed today at $22.73.

Added: United Technologies Corp. (UTX)

Ronald Muhlenkamp added to his holdings in Aerospace company United Technologies Corp. by 35.07%. His purchase prices were between $56.66 and $64.37, with an estimated average price of $61.6. The impact to his portfolio due to this purchase was less than 0.01%. His holdings was 7,780 shares as of 06/30/2006. United Technologies Corp. closed today at $62.17.

New Purchase: Cendant Corp. (CD)

Ronald Muhlenkamp initiated holdings in Specialized Consumer Services company Cendant Corp.. His purchase prices were between $0 and $0, with an estimated average price of $2. The impact to his portfolio due to this purchase was 0.11%. His holdings was 2,029,600 shares as of 06/30/2006. Cendant Corp. closed today at $1.97.

New Purchase: Embarq Corporation Common Stock (EQ)

Ronald Muhlenkamp initiated holdings in others company Embarq Corporation Common Stock. His purchase prices were between $39.46 and $42.2, with an estimated average price of $40.6. The impact to his portfolio due to this purchase was 0.06%. His holdings was 46,773 shares as of 06/30/2006. Embarq Corporation Common Stock closed today at $44.71.

New Purchase: Goldman Sachs Group Inc. (GS)

Ronald Muhlenkamp initiated holdings in Investment Services company Goldman Sachs Group Inc.. His purchase prices were between $143.65 and $165.49, with an estimated average price of $154.3. The impact to his portfolio due to this purchase was 0.02%. His holdings was 3,375 shares as of 06/30/2006. Goldman Sachs Group Inc. closed today at $154.99.

New Purchase: OpenTV Corp. (OPTV)

Ronald Muhlenkamp initiated holdings in Software company OpenTV Corp.. His purchase prices were between $2.59 and $3.97, with an estimated average price of $3.2. The impact to his portfolio due to this purchase was 0.02%. His holdings was 200,000 shares as of 06/30/2006. OpenTV Corp. closed today at $2.945.

New Purchase: American Express Co. (AXP)

Ronald Muhlenkamp initiated holdings in Consumer Finance company American Express Co.. His purchase prices were between $51.07 and $54.57, with an estimated average price of $52.8. The impact to his portfolio due to this purchase was 0.01%. His holdings was 3,910 shares as of 06/30/2006. American Express Co. closed today at $53.03.

New Purchase: Chevron Corp. (CVX)

Ronald Muhlenkamp initiated holdings in Integrated Oil & Gas company Chevron Corp.. His purchase prices were between $57.08 and $61.34, with an estimated average price of $59.2. The impact to his portfolio due to this purchase was 0.01%. His holdings was 3,445 shares as of 06/30/2006. Chevron Corp. closed today at $65.41.

New Purchase: Mellon Financial Corp. (MEL)

Ronald Muhlenkamp initiated holdings in Investment Services company Mellon Financial Corp.. His purchase prices were between $33.75 and $38.48, with an estimated average price of $36. The impact to his portfolio due to this purchase was 0.01%. His holdings was 6,944 shares as of 06/30/2006. Mellon Financial Corp. closed today at $37.15.

New Purchase: Schlumberger Ltd. (SLB)

Ronald Muhlenkamp initiated holdings in Oil Equipment & Services company Schlumberger Ltd.. His purchase prices were between $58.25 and $71.33, with an estimated average price of $64.3. The impact to his portfolio due to this purchase was 0.01%. His holdings was 3,486 shares as of 06/30/2006. Schlumberger Ltd. closed today at $63.43.

Reduced: Lamson & Sessions Co. (LMS)

Ronald Muhlenkamp reduced to his holdings in Electrical Components & Equipment company Lamson & Sessions Co. by 42.02%. His sale prices were between $21.86 and $29.42, with an estimated average price of $25.2. The impact to his portfolio due to this sale was 0.08%. His still held 138,000 shares as of 06/30/2006. Lamson & Sessions Co. closed today at $27.74.

Reduced: Intel Corp. (INTC)

Ronald Muhlenkamp reduced to his holdings in Semiconductors company Intel Corp. by 59.78%. His sale prices were between $17.06 and $19.77, with an estimated average price of $18.6. The impact to his portfolio due to this sale was 0.01%. His still held 16,000 shares as of 06/30/2006. Intel Corp. closed today at $18.61.

Reduced: Maverick Tube Corp. (MVK)

Ronald Muhlenkamp reduced to his holdings in Oil Equipment & Services company Maverick Tube Corp. by 99.44%. His sale prices were between $47.58 and $63.12, with an estimated average price of $55.3. The impact to his portfolio due to this sale was 0.01%. His still held 5,175 shares as of 06/30/2006. Maverick Tube Corp. closed today at $64.23.

Sold Out: Tyco International Ltd. (TYC)

Ronald Muhlenkamp sold out his holdings in Diversified Industrials company Tyco International Ltd.. His sale prices were between $25.91 and $28.39, with an estimated average price of $26.8. The impact to his portfolio due to this sale was 0.55%. Tyco International Ltd. closed today at $26.48.

Sold Out: Lennar Corp. (LEN)

Ronald Muhlenkamp sold out his holdings in Home Construction company Lennar Corp.. His sale prices were between $43.39 and $61.01, with an estimated average price of $50.6. The impact to his portfolio due to this sale was 0.08%. Lennar Corp. closed today at $45.2.

Sold Out: PHH Corp. (PHH)

Ronald Muhlenkamp sold out his holdings in Transportation Services company PHH Corp.. His sale prices were between $25.96 and $27.88, with an estimated average price of $26.6. The impact to his portfolio due to this sale was 0.07%. PHH Corp. closed today at $24.95.

Sold Out: Dollar Thrifty Automotive Grou (DTG)

Ronald Muhlenkamp sold out his holdings in Specialized Consumer Services company Dollar Thrifty Automotive Grou. His sale prices were between $43.55 and $49.42, with an estimated average price of $46.1. The impact to his portfolio due to this sale was 0.01%. Dollar Thrifty Automotive Grou closed today at $41.82.

Sold Out: Procter & Gamble Co. (PG)

Ronald Muhlenkamp sold out his holdings in Nondurable Household Products company Procter & Gamble Co.. His sale prices were between $53.65 and $57.89, with an estimated average price of $55.3. The impact to his portfolio due to this sale was 0.01%. Procter & Gamble Co. closed today at $60.42.

Rating: 2.5/5 (18 votes)

Comments

vooch
Vooch - 8 years ago
All I can say is, "wow!"

- Vooch

Please leave your comment:


Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK