Ronald Muhlenkamp

Ronald Muhlenkamp

Muhlenkamp & Co Inc
Last update 2018-11-13 33 Stocks (1 new)
Value $234.00 Mil Turnover 3 %
Top Holdings: AAPL(8.71%) MSFT(7.93%) ADS(7.08%) UNH(6.63%) ESRX(5.23%)
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Ronald Muhlenkamp Latest Trades

TCEHY
Tencent Holdings Ltd
2018-09-30
Sold Out
-4.71%
0 $ 0 0
$36.81
-18.24%
Sold Out
-
ON
ON Semiconductor Corp
2018-09-30
Sold Out
-4.55%
0 $ 0 0
$17.91
-16.19%
Sold Out
-
AYI
Acuity Brands Inc
2018-09-30
New Buy
+2.95%
0 $ 0 0
$125.06
-12.86%
New holding
43,873
NPSNY
Naspers Ltd
2018-09-30
Sold Out
-2.67%
0 $ 0 0
$40.05
-14.91%
Sold Out
-
PHM
PulteGroup Inc
2018-09-30
Sold Out
-2.26%
0 $ 0 0
$25.26
-10.87%
Sold Out
-
LCI
Lannett Co Inc
2018-09-30
Sold Out
-1.41%
0 $ 0 0
$6.15
-35.47%
Sold Out
-
THO
Thor Industries Inc
2018-09-30
Reduce
-1.30%
0 $ 0 0
$67.13
-29.84%
Reduce -78.34%
9,700
BIIB
Biogen Inc
2018-09-30
Reduce
-0.75%
0 $ 0 0
$321.90
-6.33%
Reduce -27.03%
18,368
GMLP
Golar LNG Partners LP
2018-09-30
Reduce
-0.05%
0 $ 0 0
$13.58
-7.49%
Reduce -3.64%
243,825
ADS
Alliance Data Systems Corp
2018-09-30
Reduce
-0.04%
0 $ 0 0
$197.15
-16.55%
Reduce -0.63%
70,078
AAPL
Apple Inc
2018-09-30
Reduce
-0.04%
0 $ 0 0
$186.53
-10.45%
Reduce -0.64%
90,240
CE
Celanese Corp
2018-09-30
Reduce
-0.03%
0 $ 0 0
$101.58
-11.41%
Reduce -0.58%
100,686
MCHP
Microchip Technology Inc
2018-09-30
Reduce
-0.03%
0 $ 0 0
$73.89
-16.37%
Reduce -0.75%
98,227
MSFT
Microsoft Corp
2018-09-30
Reduce
-0.03%
0 $ 0 0
$104.99
-3.07%
Reduce -0.44%
162,102
UNH
UnitedHealth Group Inc
2018-09-30
Reduce
-0.03%
0 $ 0 0
$266.97
2.64%
Reduce -0.46%
58,221
AMLP
Alerian MLP
2018-09-30
Reduce
-0.03%
0 $ 0 0
$9.77
-9.37%
Reduce -3.61%
180,969
AZO
AutoZone Inc
2018-09-30
Reduce
-0.02%
0 $ 0 0
$835.84
13.62%
Reduce -0.56%
10,774
CCJ
Cameco Corp
2018-09-30
Reduce
-0.02%
0 $ 0 0
$12.36
17.49%
Reduce -0.57%
862,495
DWDP
DowDuPont Inc
2018-09-30
Reduce
-0.02%
0 $ 0 0
$58.67
-13.63%
Reduce -0.73%
115,938
ESRX
Express Scripts Holding Co
2018-09-30
Reduce
-0.02%
0 $ 0 0
$97.33
14.24%
Reduce -0.63%
128,695
FII
Federated Investors Inc
2018-09-30
Reduce
-0.02%
0 $ 0 0
$25.66
9.10%
Reduce -0.73%
251,935
GILD
Gilead Sciences Inc
2018-09-30
Reduce
-0.02%
0 $ 0 0
$68.61
-9.08%
Reduce -0.60%
135,401
MCK
McKesson Corp
2018-09-30
Reduce
-0.02%
0 $ 0 0
$124.80
-4.32%
Reduce -0.49%
70,742
PKW
Invesco BuyBack Achievers ETF
2018-09-30
Reduce
-0.02%
0 $ 0 0
$58.18
-2.53%
Reduce -2.80%
35,363
GLD
SPDR Gold Trust
2018-09-30
Reduce
-0.02%
0 $ 0 0
$115.71
0.83%
Reduce -0.59%
83,871
NLY
Annaly Capital Management Inc
2018-09-30
Reduce
-0.01%
0 $ 0 0
$10.01
-4.48%
Reduce -1.23%
230,184
CELG
Celgene Corp
2018-09-30
Reduce
-0.01%
0 $ 0 0
$69.48
-21.38%
Reduce -0.52%
72,116
CTSH
Cognizant Technology Solutions Corp
2018-09-30
Reduce
-0.01%
0 $ 0 0
$69.79
-10.82%
Reduce -0.51%
94,052
DAL
Delta Air Lines Inc
2018-09-30
Reduce
-0.01%
0 $ 0 0
$56.20
2.07%
Reduce -0.25%
115,015
GME
GameStop Corp
2018-09-30
Reduce
-0.01%
0 $ 0 0
$12.99
-15.26%
Reduce -0.43%
259,636
JAZZ
Jazz Pharmaceuticals PLC
2018-09-30
Reduce
-0.01%
0 $ 0 0
$144.29
-16.11%
Reduce -0.50%
36,971
PFE
Pfizer Inc
2018-09-30
Reduce
-0.01%
0 $ 0 0
$43.72
7.74%
Reduce -3.84%
26,430
GLOP
GasLog Partners LP
2018-09-30
Reduce
-0.01%
0 $ 0 0
$24.04
-1.60%
Reduce -0.49%
118,925
BMY
Bristol-Myers Squibb Company
2018-06-30
Sold Out
-4.09%
0 $ 0 0
$53.39
-1.18%
Sold Out
-
JAZZ
Jazz Pharmaceuticals PLC
2018-06-30
New Buy
+2.44%
0 $ 0 0
$144.29
-11.68%
New holding
37,155
GILD
Gilead Sciences Inc
2018-06-30
Reduce
-2.36%
0 $ 0 0
$68.61
-2.91%
Reduce -38.74%
136,224
ON
ON Semiconductor Corp
2018-06-30
Reduce
-1.54%
0 $ 0 0
$17.91
-25.87%
Reduce -24.38%
536,518
ADS
Alliance Data Systems Corp
2018-06-30
Reduce
-%
0 $ 0 0
$197.15
-7.91%
Reduce -0.01%
70,519
DAL
Delta Air Lines Inc
2018-06-30
Reduce
-%
0 $ 0 0
$56.20
5.38%
Reduce -0.05%
115,308
DWDP
DowDuPont Inc
2018-06-30
Reduce
-%
0 $ 0 0
$58.67
-11.29%
Reduce -0.06%
116,792
Total 1314