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Ronald Muhlenkamp Buys Harris Corp., Wesco International Inc., Burlington Northern Santa Fe Corp, Sells American Express Co., Houston Exploration Co., Pulte Homes Inc.

insider

Guru Ron Muhlenkamp's recent performances lagged the market, due to his large exposures to homebuilders. Over long term, he still beat the market by wide margains. He thinks now it is the ideal time to buy the good companies cheap. These are his buys and sells during the first quarter. Ronald Muhlenkamp owns 72 stocks with a total value of $2.7 billion.

Ronald Muhlenkamp buys Harris Corp., Wesco International Inc., Burlington Northern Santa Fe Corp, sells American Express Co., Houston Exploration Co., Pulte Homes Inc., Pfizer Inc., Mohawk Industries Inc., Lone Star Technologies Inc., Lamson & Sessions Co., Johnson & Johnson, Goodyear Tire & Rubber Co., El Paso Corp., Dollar Thrifty Automotive Grou, Beazer Homes Usa Inc., Texas Industries Inc. during the 3-months ended 03/31/2007, according to the most recent filings of his investment company, Muhlenkamp Fund. Ronald Muhlenkamp owns 72 stocks with a total value of $2.7 billion. These are the details of the buys and sells.

Added: Whirlpool Corp. (WHR)

Ronald Muhlenkamp added to his holdings in Furnishings company Whirlpool Corp. by 67.4%. His purchase prices were between $83.77 and $95.37, with an estimated average price of $87.8. The impact to his portfolio due to this purchase was 1.06%. His holdings were 837,070 shares as of 03/31/2007. Shares of Whirlpool Corp. were traded at around $111.22.

Added: Home Depot Inc. (HD)

Ronald Muhlenkamp added to his holdings in Specialty Retailers company Home Depot Inc. by 3322.86%. His purchase prices were between $36.77 and $41.2, with an estimated average price of $39.4. The impact to his portfolio due to this purchase was 0.48%. His holdings were 361,249 shares as of 03/31/2007. Shares of Home Depot Inc. were traded at around $38.38.

Added: Alaska Air Group Inc. (ALK)

Ronald Muhlenkamp added to his holdings in Airlines company Alaska Air Group Inc. by 666.89%. His purchase prices were between $37.77 and $43.91, with an estimated average price of $41. The impact to his portfolio due to this purchase was 0.36%. His holdings were 290,000 shares as of 03/31/2007. Shares of Alaska Air Group Inc. were traded at around $27.73.

Added: Cisco Systems Inc. (CSCO)

Ronald Muhlenkamp added to his holdings in Telecom Equipment company Cisco Systems Inc. by 1469.65%. His purchase prices were between $25.3 and $28.92, with an estimated average price of $26.9. The impact to his portfolio due to this purchase was 0.34%. His holdings were 378,269 shares as of 03/31/2007. Shares of Cisco Systems Inc. were traded at around $25.52.

Added: Goldman Sachs Group Inc. (GS)

Ronald Muhlenkamp added to his holdings in Investment Services company Goldman Sachs Group Inc. by 149.5%. His purchase prices were between $195.36 and $216.57, with an estimated average price of $208.2. The impact to his portfolio due to this purchase was 0.08%. His holdings were 18,550 shares as of 03/31/2007. Shares of Goldman Sachs Group Inc. were traded at around $225.53.

New Purchase: Harris Corp. (HRS)

Ronald Muhlenkamp initiated holdings in Telecom Equipment company Harris Corp.. His purchase prices were between $47.24 and $52.64, with an estimated average price of $49.5. The impact to his portfolio due to this purchase was 0.94%. His holdings were 499,325 shares as of 03/31/2007. Shares of Harris Corp. were traded at around $49.08.

New Purchase: Wesco International Inc. (WCC)

Ronald Muhlenkamp initiated holdings in Business Support Services company Wesco International Inc.. His purchase prices were between $57.28 and $69.35, with an estimated average price of $63.7. The impact to his portfolio due to this purchase was 0.63%. His holdings were 268,400 shares as of 03/31/2007. Shares of Wesco International Inc. were traded at around $61.3.

New Purchase: Burlington Northern Santa Fe C (BNI)

Ronald Muhlenkamp initiated holdings in Railroads company Burlington Northern Santa Fe C. His purchase prices were between $72.13 and $83.64, with an estimated average price of $78.9. The impact to his portfolio due to this purchase was 0.02%. His holdings were 5,340 shares as of 03/31/2007. Shares of Burlington Northern Santa Fe C were traded at around $91.43.

Reduced: Allstate Corp. (ALL)

Ronald Muhlenkamp reduced to his holdings in Property & Casualty Insurance company Allstate Corp. by 38.93%. His sale prices were between $59.22 and $64.76, with an estimated average price of $61.5. The impact to his portfolio due to this sale was 2.45%. Ronald Muhlenkamp still held 1,526,482 shares as of 03/31/2007. Shares of Allstate Corp. were traded at around $61.4.

Reduced: American International Group (AIG)

Ronald Muhlenkamp reduced to his holdings in Full Line Insurance company American International Group by 32.18%. His sale prices were between $66.87 and $71.19, with an estimated average price of $69.1. The impact to his portfolio due to this sale was 2.41%. Ronald Muhlenkamp still held 1,272,918 shares as of 03/31/2007. Shares of American International Group were traded at around $71.95.

Reduced: Patterson-uti Energy Inc. (PTEN)

Ronald Muhlenkamp reduced to his holdings in Oil Equipment & Services company Patterson-uti Energy Inc. by 21.92%. His sale prices were between $21.52 and $24.21, with an estimated average price of $22.9. The impact to his portfolio due to this sale was 1.55%. Ronald Muhlenkamp still held 2,267,929 shares as of 03/31/2007. Shares of Patterson-uti Energy Inc. were traded at around $26.44.

Reduced: Fidelity National Financial In (FNF)

Ronald Muhlenkamp reduced to his holdings in Mortgage Finance company Fidelity National Financial In by 24.11%. His sale prices were between $23.19 and $24.15, with an estimated average price of $23.7. The impact to his portfolio due to this sale was 1.3%. Ronald Muhlenkamp still held 1,802,384 shares as of 03/31/2007. Shares of Fidelity National Financial In were traded at around $27.01.

Reduced: Rti International Metals Inc. (RTI)

Ronald Muhlenkamp reduced to his holdings in Nonferrous Metals company Rti International Metals Inc. by 32.78%. His sale prices were between $71.16 and $92.57, with an estimated average price of $82.6. The impact to his portfolio due to this sale was 0.54%. Ronald Muhlenkamp still held 213,120 shares as of 03/31/2007. Shares of Rti International Metals Inc. were traded at around $83.9.

Reduced: Black & Decker Corp. (BDK)

Ronald Muhlenkamp reduced to his holdings in Durable Household Products company Black & Decker Corp. by 55.17%. His sale prices were between $78.99 and $89.37, with an estimated average price of $84. The impact to his portfolio due to this sale was 0.48%. Ronald Muhlenkamp still held 246,552 shares as of 03/31/2007. Shares of Black & Decker Corp. were traded at around $92.67.

Reduced: American Woodmark Corp. (AMWD)

Ronald Muhlenkamp reduced to his holdings in Building Materials & Fixtures company American Woodmark Corp. by 21.69%. His sale prices were between $35.14 and $45.06, with an estimated average price of $40.5. The impact to his portfolio due to this sale was 0.33%. Ronald Muhlenkamp still held 292,500 shares as of 03/31/2007. Shares of American Woodmark Corp. were traded at around $37.16.

Reduced: Yrc Worldwide, Inc. (YRCW)

Ronald Muhlenkamp reduced to his holdings in Trucking company Yrc Worldwide, Inc. by 81.63%. His sale prices were between $39.12 and $46.37, with an estimated average price of $42.3. The impact to his portfolio due to this sale was 0.12%. Ronald Muhlenkamp still held 139,089 shares as of 03/31/2007. Shares of Yrc Worldwide, Inc. were traded at around $39.25.

Reduced: Eagle Materials Inc. (EXP)

Ronald Muhlenkamp reduced to his holdings in Building Materials & Fixtures company Eagle Materials Inc. by 62.27%. His sale prices were between $42.93 and $48.51, with an estimated average price of $45.7. The impact to his portfolio due to this sale was 0.12%. Ronald Muhlenkamp still held 121,747 shares as of 03/31/2007. Shares of Eagle Materials Inc. were traded at around $47.39.

Reduced: Centex Corp. (CTX)

Ronald Muhlenkamp reduced to his holdings in Home Construction company Centex Corp. by 97.18%. His sale prices were between $41.58 and $55.05, with an estimated average price of $49.1. The impact to his portfolio due to this sale was 0.04%. Ronald Muhlenkamp still held 46,350 shares as of 03/31/2007. Shares of Centex Corp. were traded at around $48.36.

Reduced: Wyeth (WYE)

Ronald Muhlenkamp reduced to his holdings in Pharmaceuticals company Wyeth by 29.71%. His sale prices were between $48.06 and $51, with an estimated average price of $49.9. The impact to his portfolio due to this sale was 0.02%. Ronald Muhlenkamp still held 8,338 shares as of 03/31/2007. Shares of Wyeth were traded at around $57.71.

Reduced: Masco Corp. (MAS)

Ronald Muhlenkamp reduced to his holdings in Building Materials & Fixtures company Masco Corp. by 96.99%. His sale prices were between $26.85 and $33.64, with an estimated average price of $29.7. The impact to his portfolio due to this sale was 0.02%. Ronald Muhlenkamp still held 30,900 shares as of 03/31/2007. Shares of Masco Corp. were traded at around $29.89.

Reduced: Bank Of America Corp. (de) (BAC)

Ronald Muhlenkamp reduced to his holdings in Banks company Bank Of America Corp. (de) by 31.29%. His sale prices were between $49.62 and $53.45, with an estimated average price of $51.8. The impact to his portfolio due to this sale was 0.01%. Ronald Muhlenkamp still held 7,905 shares as of 03/31/2007. Shares of Bank Of America Corp. (de) were traded at around $51.2.

Reduced: Jp Morgan Chase & Co. (JPM)

Ronald Muhlenkamp reduced to his holdings in Banks company Jp Morgan Chase & Co. by 35.44%. His sale prices were between $46.7 and $50.89, with an estimated average price of $48.8. The impact to his portfolio due to this sale was 0.01%. Ronald Muhlenkamp still held 6,381 shares as of 03/31/2007. Shares of Jp Morgan Chase & Co. were traded at around $51.64.

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 $45.07 and $52.96, with an estimated average price of $49.3. The impact to his portfolio due to this sale was less than 0.01%. Shares of Dollar Thrifty Automotive Grou were traded at around $46.57.

Sold Out: American Express Co. (AXP)

Ronald Muhlenkamp sold out his holdings in Consumer Finance company American Express Co.. His sale prices were between $55.29 and $58.97, with an estimated average price of $57.4. The impact to his portfolio due to this sale was less than 0.01%. Shares of American Express Co. were traded at around $63.63.

Sold Out: Texas Industries Inc. (TXI)

Ronald Muhlenkamp sold out his holdings in Building Materials & Fixtures company Texas Industries Inc.. His sale prices were between $66.13 and $80.31, with an estimated average price of $73.9. The impact to his portfolio due to this sale was less than 0.01%. Shares of Texas Industries Inc. were traded at around $83.29.

Sold Out: Houston Exploration Co. (THX)

Ronald Muhlenkamp sold out his holdings in Exploration & Production company Houston Exploration Co.. His sale prices were between $48.69 and $54.28, with an estimated average price of $52.3. The impact to his portfolio due to this sale was less than 0.01%. Shares of Houston Exploration Co. were traded at around $59.62.

Sold Out: El Paso Corp. (EP)

Ronald Muhlenkamp sold out his holdings in Pipelines company El Paso Corp.. His sale prices were between $13.85 and $15.56, with an estimated average price of $14.7. The impact to his portfolio due to this sale was less than 0.01%. Shares of El Paso Corp. were traded at around $15.7.

Sold Out: Beazer Homes Usa Inc. (BZH)

Ronald Muhlenkamp sold out his holdings in Home Construction company Beazer Homes Usa Inc.. His sale prices were between $28.77 and $45.51, with an estimated average price of $39.7. The impact to his portfolio due to this sale was less than 0.01%. Shares of Beazer Homes Usa Inc. were traded at around $35.35.

Sold Out: Pulte Homes Inc. (PHM)

Ronald Muhlenkamp sold out his holdings in Home Construction company Pulte Homes Inc.. His sale prices were between $26.03 and $35.05, with an estimated average price of $30.7. The impact to his portfolio due to this sale was less than 0.01%. Shares of Pulte Homes Inc. were traded at around $27.48.

Sold Out: Pfizer Inc. (PFE)

Ronald Muhlenkamp sold out his holdings in Pharmaceuticals company Pfizer Inc.. His sale prices were between $24.53 and $26.64, with an estimated average price of $25.6. The impact to his portfolio due to this sale was less than 0.01%. Shares of Pfizer Inc. were traded at around $27.53.

Sold Out: Mohawk Industries Inc. (MHK)

Ronald Muhlenkamp sold out his holdings in Furnishings company Mohawk Industries Inc.. His sale prices were between $76.05 and $93.89, with an estimated average price of $84.1. The impact to his portfolio due to this sale was less than 0.01%. Shares of Mohawk Industries Inc. were traded at around $96.81.

Sold Out: Goodyear Tire & Rubber Co. (GT)

Ronald Muhlenkamp sold out his holdings in Tires company Goodyear Tire & Rubber Co.. His sale prices were between $23.28 and $31.43, with an estimated average price of $26.4. The impact to his portfolio due to this sale was less than 0.01%. Shares of Goodyear Tire & Rubber Co. were traded at around $34.44.

Sold Out: Lamson & Sessions Co. (LMS)

Ronald Muhlenkamp sold out his holdings in Electrical Components & Equipment company Lamson & Sessions Co.. His sale prices were between $23.2 and $30.7, with an estimated average price of $27.2. The impact to his portfolio due to this sale was less than 0.01%. Shares of Lamson & Sessions Co. were traded at around $27.4.

Sold Out: Johnson & Johnson (JNJ)

Ronald Muhlenkamp sold out his holdings in Pharmaceuticals company Johnson & Johnson. His sale prices were between $60 and $67.37, with an estimated average price of $63.9. The impact to his portfolio due to this sale was less than 0.01%. Shares of Johnson & Johnson were traded at around $63.19.

Sold Out: Lone Star Technologies Inc. (LSS)

Ronald Muhlenkamp sold out his holdings in Oil Equipment & Services company Lone Star Technologies Inc.. His sale prices were between $45.01 and $50.04, with an estimated average price of $47.1. The impact to his portfolio due to this sale was less than 0.01%. Shares of Lone Star Technologies Inc. were traded at around $67.17.

Rating: 2.6/5 (19 votes)

Comments

vooch
Vooch - 7 years ago
> "added to his holdings in Specialty Retailers

> company Home Depot Inc. by 3322.86%."

Nice.

- Vooch

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