Ronald Muhlenkamp buys Fidelity National Information Services, Inc., Alaska Air Group Inc., Goodyear Tire & Rubber Co., Home Depot Inc., sells Dynegy Inc., EResearchTechnology Inc., GAMCO Investors, Inc., MasTec Inc., WYNDHAM WORLDWIDE during the 3-months ended 12/31/2006, according to the most recent filings of his investment company, Muhlenkamp Fund. Ronald Muhlenkamp owns 83 stocks with a total value of $3.4 billion. These are the details of the buys and sells.
New Purchases: ALK, FIS, GT, HD,
Reduced Positions: AMWD, EP, MHK, PFE, PHM, THX, TXI, WMT, WYE, YRCW,
Sold Out: DYN, ERES, GBL, MTZ, WYN,
New Purchases: ALK, FIS, GT, HD,
Reduced Positions: AMWD, EP, MHK, PFE, PHM, THX, TXI, WMT, WYE, YRCW,
Sold Out: DYN, ERES, GBL, MTZ, WYN,