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Ronald Muhlenkamp

Ronald Muhlenkamp

Muhlenkamp & Co Inc
Last update 2019-11-27 34 Stocks (3 new)
Value $205.00 Mil Turnover 12 %
Top Holdings: MSFT(7.51%) AAPL(6.87%) GLD(5.62%) MCK(4.70%) RUSHA(4.70%)
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Latest Stock Picks Current Portfolio Profile Performance Sector Weightings Related Guru Trades

Ronald Muhlenkamp Latest Trades

Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares
FII Federated Investors Inc2019-09-30Sold Out-3.91%
●
31.31 ($32.84) 35.56
$33.812.95%Sold Out0
BRK.B Berkshire Hathaway Inc2019-09-30New Buy+3.68%
●
195.81 ($206.13) 215.25
$222.828.10%New holding36,322
LMT Lockheed Martin Corp2019-09-30New Buy+3.59%
●
356.21 ($376.12) 397.04
$387.953.15%New holding18,888
AZO AutoZone Inc2019-09-30Reduce-3.59%
●
1059.68 ($1120.7) 1180
$1,179.295.23%Reduce -63.73%3,829
NLY Annaly Capital Management Inc2019-09-30Add+2.38%
●
8.19 ($9) 9.67
$9.424.67%Add 268.57%758,735
UNH UnitedHealth Group Inc2019-09-30Reduce-2.32%
●
215.26 ($241.24) 266.65
$280.7516.38%Reduce -65.46%10,322
CVS CVS Health Corp2019-09-30New Buy+2.15%
●
54.09 ($59.22) 64.3
$75.6727.78%New holding70,035
DD DuPont de Nemours Inc2019-09-30Sold Out-1.37%
●
63.96 ($70.17) 75.82
$63.77-9.12%Sold Out0
MSFT Microsoft Corp2019-09-30Reduce-0.98%
●
132.21 ($137.52) 141.34
$151.4210.11%Reduce -11.94%110,728
AVGO Broadcom Inc2019-09-30Reduce-0.91%
●
266.44 ($284.3) 303.77
$315.4010.94%Reduce -24.34%20,173
MCK McKesson Corp2019-09-30Add+0.07%
●
134.24 ($141.77) 148.53
$142.840.75%Add 1.6%70,538
PKW Invesco BuyBack Achievers ETF2019-09-30Reduce-0.01%
●
59.26 ($62.33) 64.22
$67.468.23%Reduce -0.59%31,400
PFE Pfizer Inc2019-09-30Reduce0%
●
34.24 ($38.38) 44.4
$38.390.03%Reduce -0.37%25,689
WAB Westinghouse Air Brake Technologies Corp2019-09-30Add0%
●
62.31 ($71.13) 77.82
$77.378.77%Add 0.05%52,547
GILD Gilead Sciences Inc2019-09-30Add0%
●
62.51 ($65.4) 69
$67.413.07%Add 0.04%132,609
AAPL Apple Inc2019-09-30Add0%
●
193.34 ($209.04) 223.97
$270.3829.34%Add 0.01%62,923
CELG Celgene Corp2019-09-30Add0%
●
89.47 ($95.04) 99.42
$108.2413.89%Add 0.05%70,655
BIIB Biogen Inc2019-09-30Reduce0%
●
217.44 ($232.74) 243.88
$303.2430.29%Reduce -0.03%17,774
CTSH Cognizant Technology Solutions Corp2019-09-30Add0%
●
58.75 ($63.2) 66.41
$62.67-0.84%Add 0.07%92,225
MTH Meritage Homes Corp2019-09-30Add0%
●
52.03 ($62.34) 70.97
$65.915.73%Add 0.05%117,765
ADS Alliance Data Systems Corp2019-09-30Add0%
●
122.05 ($141.01) 158.87
$105.21-25.39%Add 0.02%68,640
MCHP Microchip Technology Inc2019-09-30Add0%
●
83.62 ($90.61) 99.84
$98.388.58%Add 0.01%95,119
CE Celanese Corp2019-09-30Reduce0%
●
103.19 ($112.58) 125.49
$125.3911.38%Reduce -0.03%49,263
CCJ Cameco Corp2019-09-30Add0%
●
8.13 ($9.4) 11.1
$9.743.62%Add 0.01%844,996
AYI Acuity Brands Inc2019-09-30Add0%
●
120.71 ($130.27) 141.02
$133.102.17%Add 0.02%42,970
JAZZ Jazz Pharmaceuticals PLC2019-09-30Add0%
●
125.18 ($134.1) 143.24
$149.6111.57%Add 0.11%36,242
AMLP Alerian MLP ETF2019-09-30Add0%
●
8.54 ($9.15) 9.69
$7.77-15.08%Add 0.06%781,601
GMLP Golar LNG Partners LP2019-09-30Reduce0%
●
9.37 ($10.57) 12.07
$8.81-16.65%Reduce -0.05%237,620
MTH Meritage Homes Corp2019-06-30New Buy+2.94%
●
44.87 ($50.51) 52.8
$65.9130.49%New holding117,704
UNH UnitedHealth Group Inc2019-06-30Reduce-2.41%
●
216.84 ($240.34) 252.28
$280.7516.81%Reduce -40.79%29,884
CE Celanese Corp2019-06-30Reduce-2.31%
●
94.93 ($103.54) 112.17
$125.3921.10%Reduce -50.1%49,278
DD DuPont de Nemours Inc2019-06-30Reduce-1.34%
●
63.7 ($74.05) 83.53
$63.77-13.88%Reduce -66.76%37,648
GME GameStop Corp2019-06-30Sold Out-1.12%
●
5.02 ($7.83) 10.37
$6.59-15.84%Sold Out0
CTVA Corteva Inc2019-06-30New Buy+0.54%
●
24.81 ($27.28) 29.57
$25.44-6.74%New holding37,648
RUSHB Rush Enterprises Inc2019-06-30Sold Out-0.10%
●
35.63 ($39.82) 45.17
$47.1418.38%Sold Out0
MSFT Microsoft Corp2019-06-30Reduce-0.04%
●
119.02 ($126.89) 137.78
$151.4219.33%Reduce -0.58%125,743
MCHP Microchip Technology Inc2019-06-30Reduce-0.02%
●
79.11 ($88.87) 100.75
$98.3810.70%Reduce -0.41%95,109
PKW Invesco BuyBack Achievers ETF2019-06-30Reduce-0.02%
●
58.13 ($61.63) 63.83
$67.469.46%Reduce -1.89%31,585
GLD SPDR Gold Trust2019-06-30Add+0.02%
●
119.94 ($123.59) 134.2
$137.5811.32%Add 0.33%82,960
ADS Alliance Data Systems Corp2019-06-30Reduce-0.02%
●
134.42 ($151.53) 180.93
$105.21-30.57%Reduce -0.37%68,623
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Total 1408
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