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Ronald Muhlenkamp

Ronald Muhlenkamp

Muhlenkamp & Co Inc
Last update 2021-08-18 33 Stocks (1 new)
Value $273.00 Mil Turnover 0 %
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Ronald Muhlenkamp Latest Trades

Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares
EQC Equity Commonwealth2021-06-30Sold Out
-0.37%
26.2 ($27.82) 28.95
$26.90
-3.31%
Sold Out
0
NVTA Invitae Corp2021-06-30New Buy
+0.08%
26.09 ($32.65) 40.4
$28.22
-13.57%
New holding
6,390
CCJ Cameco Corp2021-06-30Add
+0.03%
15.98 ($18.83) 21.63
$26.02
38.18%
Add 1.01%
379,585
MTZ MasTec Inc2021-06-30Add
+0.02%
93.7 ($108.26) 121.26
$88.82
-17.96%
Add 0.42%
129,175
BMY Bristol-Myers Squibb Company2021-06-30Add
+0.01%
61.91 ($65.15) 67.42
$57.81
-11.27%
Add 0.16%
125,623
BRK.B Berkshire Hathaway Inc2021-06-30Add
+0.01%
255.47 ($278.9) 292.52
$286.82
2.84%
Add 0.16%
37,033
MSFT Microsoft Corp2021-06-30Add
+0.01%
235.77 ($253.66) 271.4
$310.76
22.51%
Add 0.17%
44,776
CVS CVS Health Corp2021-06-30Add
+0.01%
73.79 ($81.74) 89.81
$86.86
6.26%
Add 0.17%
108,834
SLB Schlumberger Ltd2021-06-30Add
+0.01%
25.25 ($30.64) 36.52
$34.30
11.95%
Add 0.17%
310,901
MCK McKesson Corp2021-06-30Add
+0.01%
184.89 ($193.18) 202.68
$207.19
7.25%
Add 0.13%
65,631
UNH UnitedHealth Group Inc2021-06-30Add
+0.01%
364.37 ($398.06) 420.89
$442.28
11.11%
Add 0.17%
24,453
AAPL Apple Inc2021-06-30Add
+0.01%
122.15 ($129.28) 136.96
$149.48
15.63%
Add 0.17%
79,742
MTH Meritage Homes Corp2021-06-30Add
+0.01%
91.84 ($100.83) 118.15
$103.78
2.93%
Add 0.17%
96,801
ADS Alliance Data Systems Corp2021-06-30Add
+0.01%
102.01 ($113.45) 124.87
$96.34
-15.08%
Add 0.17%
125,135
MCHP Microchip Technology Inc2021-06-30Add
+0.01%
139.14 ($152.59) 163.82
$76.01
-50.19%
Add 0.19%
190,182
GLD SPDR Gold Shares ETF2021-06-30Add
+0.01%
159.96 ($169.76) 178.77
$166.75
-1.77%
Add 0.24%
41,637
TEN Tenneco Inc2021-06-30Add
+0.01%
10.07 ($14.85) 22.27
$14.46
-2.63%
Add 0.17%
576,371
WCC WESCO International Inc2021-06-30Add
+0.01%
84.21 ($99.18) 112.35
$127.31
28.36%
Add 0.17%
130,793
KEX Kirby Corp2021-06-30Add
+0.01%
59.62 ($64.33) 69.96
$56.61
-12%
Add 0.17%
165,126
AVGO Broadcom Inc2021-06-30Add
+0.01%
422.38 ($463.69) 488.48
$514.15
10.88%
Add 0.17%
24,411
AMLP Alerian MLP ETF2021-06-30Add
+0.01%
29.29 ($33.26) 37.94
$36.62
10.10%
Add 0.16%
280,887
DOW Dow Inc2021-06-30Add
+0.01%
60.93 ($66.01) 70.91
$59.26
-10.23%
Add 0.18%
217,712
LMT Lockheed Martin Corp2021-06-30Add
0%
369.5 ($384.02) 394.1
$373.14
-2.83%
Add 0.16%
19,349
WAB Westinghouse Air Brake Technologies Corp2021-06-30Add
0%
77.63 ($81.12) 85.55
$93
14.64%
Add 0.15%
55,358
BIIB Biogen Inc2021-06-30Add
0%
259 ($301.69) 414.71
$270.21
-10.43%
Add 0.19%
18,218
LEN Lennar Corp2021-06-30Add
0%
91.14 ($99.85) 108.05
$101.42
1.57%
Add 0.17%
68,408
RGLD Royal Gold Inc2021-06-30Add
0%
107.62 ($117.77) 128.08
$98.90
-16.02%
Add 0.14%
24,383
RUSHB Rush Enterprises Inc2021-06-30Add
0%
36.2 ($43.13) 46.68
$51.04
18.34%
Add 3.44%
6,974
FNV Franco-Nevada Corp2021-06-30Add
0%
125.29 ($144.25) 154.82
$142.96
-0.89%
Add 0.14%
20,882
NMIH NMI Holdings Inc2021-06-30Add
0%
22.44 ($23.86) 26.55
$24.87
4.23%
Add 0.17%
330,608
JAZZ Jazz Pharmaceuticals PLC2021-03-31Sold Out
-3.35%
150.19 ($164.6) 173.5
$144.14
-12.43%
Sold Out
0
BIDU Baidu Inc2021-03-31Sold Out
-2.35%
203.97 ($261.9) 339.91
$180.60
-31.04%
Sold Out
0
SLB Schlumberger Ltd2021-03-31Add
+1.32%
21.81 ($26.33) 29.95
$34.30
30.27%
Add 73%
310,376
GILD Gilead Sciences Inc2021-03-31Sold Out
-1.19%
60 ($64.52) 68.46
$66.99
3.83%
Sold Out
0
MTZ MasTec Inc2021-03-31Reduce
-1.05%
67.29 ($85.59) 98.93
$88.82
3.77%
Reduce -22.87%
128,634
LEN Lennar Corp2021-03-31Reduce
-0.77%
73.29 ($86.95) 102.85
$101.42
16.64%
Reduce -26.76%
68,294
MTH Meritage Homes Corp2021-03-31Reduce
-0.73%
80.16 ($86.66) 96.08
$103.78
19.76%
Reduce -18.51%
96,637
GLD SPDR Gold Shares ETF2021-03-31Reduce
-0.43%
157.49 ($168.06) 182.87
$166.75
-0.78%
Reduce -12.66%
41,537
MCK McKesson Corp2021-03-31Reduce
-0.39%
169.52 ($182.52) 196.53
$207.19
13.52%
Reduce -7.75%
65,548
EQC Equity Commonwealth2021-03-31New Buy
+0.37%
26.55 ($28.27) 29.25
$26.90
-4.85%
New holding
38,348
CTSH Cognizant Technology Solutions Corp2021-03-31Sold Out
-0.30%
72.4 ($77.25) 81.95
$79.08
2.37%
Sold Out
0
AMLP Alerian MLP ETF2021-03-31Add
+0.27%
23.84 ($27.76) 31.13
$36.62
31.92%
Add 8.83%
280,436
FNV Franco-Nevada Corp2021-03-31Add
+0.20%
106.16 ($120.39) 132.43
$142.96
18.75%
Add 20.07%
20,853
RGLD Royal Gold Inc2021-03-31Add
+0.19%
102.15 ($106.74) 111.05
$98.90
-7.34%
Add 22.21%
24,350
DOW Dow Inc2021-03-31Reduce
-0.17%
51.9 ($59.82) 66.01
$59.26
-0.94%
Reduce -3.47%
217,319
CCJ Cameco Corp2021-03-31Reduce
-0.05%
12.37 ($15.37) 19.28
$26.02
69.29%
Reduce -2.28%
375,775
BMY Bristol-Myers Squibb Company2021-03-31Add
+0.01%
59.34 ($62.18) 66.74
$57.81
-7.03%
Add 0.22%
125,419
BRK.B Berkshire Hathaway Inc2021-03-31Add
+0.01%
227.36 ($242.84) 263.99
$286.82
18.11%
Add 0.15%
36,975
PFE Pfizer Inc2021-03-31Add
+0.01%
33.49 ($35.49) 37.77
$42.86
20.77%
Add 2.7%
24,379
LMT Lockheed Martin Corp2021-03-31Add
+0.01%
321.82 ($342.99) 372.79
$373.14
8.79%
Add 0.57%
19,319
WAB Westinghouse Air Brake Technologies Corp2021-03-31Add
+0.01%
72.06 ($77.66) 83.7
$93
19.75%
Add 0.57%
55,276
CVS CVS Health Corp2021-03-31Add
+0.01%
68.13 ($72.86) 76.3
$86.86
19.21%
Add 0.31%
108,645
UNH UnitedHealth Group Inc2021-03-31Add
+0.01%
324.34 ($346.21) 379.06
$442.28
27.75%
Add 0.14%
24,412
ADS Alliance Data Systems Corp2021-03-31Reduce
-0.01%
67.58 ($89.83) 118.69
$96.34
7.25%
Reduce -0.15%
124,920
RUSHA Rush Enterprises Inc2021-03-31Add
+0.01%
39.54 ($44.72) 51.11
$50.50
12.92%
Add 0.2%
317,711
NMIH NMI Holdings Inc2021-03-31Add
+0.01%
21.07 ($23.27) 25.24
$24.87
6.88%
Add 0.26%
330,061
MSFT Microsoft Corp2021-03-31Add
0%
212.25 ($232.23) 244.99
$310.76
33.82%
Add 0.01%
44,701
AAPL Apple Inc2021-03-31Add
0%
116.36 ($128.47) 143.16
$149.48
16.35%
Add 0.06%
79,609
BIIB Biogen Inc2021-03-31Add
0%
242.95 ($269.82) 284.63
$270.21
0.14%
Add 0.2%
18,184
MCHP Microchip Technology Inc2021-03-31Reduce
0%
133.04 ($149.14) 163.05
$76.01
-49.03%
Reduce -0.08%
189,822
TEN Tenneco Inc2021-03-31Add
0%
9.76 ($10.92) 12.71
$14.46
32.42%
Add 0.01%
575,419
WCC WESCO International Inc2021-03-31Reduce
0%
75.98 ($84.1) 93.23
$127.31
51.38%
Reduce -0.08%
130,575
KEX Kirby Corp2021-03-31Reduce
0%
50.76 ($60.05) 69.9
$56.61
-5.73%
Reduce -0.03%
164,851
RUSHB Rush Enterprises Inc2021-03-31Add
0%
36.53 ($41.15) 47.1
$51.04
24.03%
Add 0.72%
6,742
AVGO Broadcom Inc2021-03-31Reduce
0%
421.25 ($462.8) 489.96
$514.15
11.10%
Reduce -0.04%
24,370
WCC WESCO International Inc2020-12-31New Buy
+4.13%
40.1 ($59.47) 78.5
$127.31
114.07%
New holding
130,683
BIDU Baidu Inc2020-12-31New Buy
+2.35%
124.62 ($148.88) 219.63
$180.60
21.31%
New holding
27,033
GLD SSgA SPDR Gold Shares2020-12-31Reduce
-2.03%
166.67 ($176.05) 183.19
$166.75
-5.28%
Reduce -31.72%
47,559
KEX Kirby Corp2020-12-31Add
+1.64%
36.32 ($45.71) 55.79
$56.61
23.85%
Add 90.65%
164,903
SLB Schlumberger Ltd2020-12-31New Buy
+1.58%
14.18 ($18.93) 23.45
$34.30
81.19%
New holding
179,410
FNV Franco-Nevada Corp2020-12-31New Buy
+0.88%
124.52 ($134.83) 150.7
$142.96
6.03%
New holding
17,368
RGLD Royal Gold Inc2020-12-31New Buy
+0.85%
106.36 ($115.45) 126.17
$98.90
-14.34%
New holding
19,924
RUSHA Rush Enterprises Inc2020-12-31Add
+0.47%
34.83 ($38.51) 41.44
$50.50
31.13%
Add 9.7%
317,074
GMLP Golar LNG Partners LP2020-12-31Sold Out
-0.05%
2 ($2.38) 3
$3.55
49.16%
Sold Out
0
TEN Tenneco Inc2020-12-31Add
+0.04%
7.38 ($9.49) 11.4
$14.46
52.37%
Add 1.58%
575,377
AAPL Apple Inc2020-12-31Add
+0.03%
108.77 ($120.34) 136.69
$149.48
24.21%
Add 0.65%
79,565
CTSH Cognizant Technology Solutions Corp2020-12-31Add
+0.03%
68.86 ($76.21) 81.95
$79.08
3.77%
Add 12.39%
8,998
AMLP ALPS Alerian MLP ETF2020-12-31Add
+0.03%
19.46 ($23.8) 28.37
$36.62
53.87%
Add 1.15%
257,692
BMY Bristol-Myers Squibb Company2020-12-31Add
+0.02%
57.74 ($61.52) 65.43
$57.81
-6.03%
Add 0.73%
125,138
BRK.B Berkshire Hathaway Inc2020-12-31Add
+0.02%
200.7 ($220.33) 233.92
$286.82
30.18%
Add 0.63%
36,919
MSFT Microsoft Corp2020-12-31Add
+0.02%
202.33 ($215.07) 224.96
$310.76
44.49%
Add 0.56%
44,695
LMT Lockheed Martin Corp2020-12-31Add
+0.02%
347.92 ($367.39) 390.72
$373.14
1.57%
Add 0.89%
19,209
WAB Westinghouse Air Brake Technologies Corp2020-12-31Add
+0.02%
56.17 ($68.51) 76.51
$93
35.75%
Add 1.42%
54,964
CVS CVS Health Corp2020-12-31Add
+0.02%
55.93 ($65.16) 74.5
$86.86
33.30%
Add 0.79%
108,311
GILD Gilead Sciences Inc2020-12-31Add
+0.02%
56.65 ($60.29) 64.55
$66.99
11.11%
Add 1.28%
50,803
UNH UnitedHealth Group Inc2020-12-31Add
+0.02%
303.68 ($335.55) 356.82
$442.28
31.81%
Add 0.59%
24,378
LEN Lennar Corp2020-12-31Add
+0.02%
70.23 ($77.28) 84.68
$101.42
31.24%
Add 0.66%
93,245
ADS Alliance Data Systems Corp2020-12-31Add
+0.02%
43.76 ($63.29) 83.61
$96.34
52.22%
Add 0.67%
125,102
MCHP Microchip Technology Inc2020-12-31Reduce
-0.02%
102.54 ($124.78) 144.99
$76.01
-39.08%
Reduce -0.41%
189,966
NMIH NMI Holdings Inc2020-12-31Add
+0.02%
19.64 ($22.85) 24.56
$24.87
8.84%
Add 0.79%
329,197
MCK McKesson Corp2020-12-31Add
+0.01%
143.79 ($166.85) 183.66
$207.19
24.18%
Add 0.29%
71,055
BIIB Biogen Inc2020-12-31Add
+0.01%
236.26 ($258.66) 355.63
$270.21
4.47%
Add 0.52%
18,147
MTH Meritage Homes Corp2020-12-31Add
+0.01%
82.82 ($94.25) 115.01
$103.78
10.11%
Add 0.31%
118,588
MTZ MasTec Inc2020-12-31Add
+0.01%
42.61 ($56.33) 70.4
$88.82
57.68%
Add 0.18%
166,770
JAZZ Jazz Pharmaceuticals PLC2020-12-31Add
+0.01%
140.71 ($149.02) 165.05
$144.14
-3.27%
Add 0.42%
50,460
AVGO Broadcom Inc2020-12-31Add
+0.01%
347.21 ($390.18) 437.85
$514.15
31.77%
Add 0.34%
24,380
PFE Pfizer Inc2020-12-31Reduce
0%
33.42 ($36.69) 42.56
$42.86
16.82%
Reduce -0.12%
23,739
CCJ Cameco Corp2020-12-31Add
0%
9.07 ($10.69) 13.94
$26.02
143.41%
Add 0.08%
384,551
RUSHB Rush Enterprises Inc2020-12-31Reduce
0%
30.23 ($34.73) 38.01
$51.04
46.96%
Reduce -2.67%
6,694
DOW Dow Inc2020-12-31Add
0%
45.18 ($51.71) 57.73
$59.26
14.60%
Add 0.01%
225,130
100/Page
Total 2135