Ronald Muhlenkamp

Ronald Muhlenkamp

Muhlenkamp & Co Inc
Last update 2020-02-20 37 Stocks (5 new)
Value $229.00 Mil Turnover 15 %
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Ronald Muhlenkamp Latest Trades

Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares
BMY Bristol-Myers Squibb Company2019-12-31New Buy+3.46%
49.21 ($57.47) 64.19
$52.79-8.14%New holding123,223
CELG Celgene Corp2019-12-31Sold Out-3.42%
97.62 ($105.2) 110.41
$108.242.89%Sold Out0
GILD Gilead Sciences Inc2019-12-31Reduce-2.88%
61.62 ($65.21) 67.78
$72.8511.72%Reduce -70.23%39,475
DOW Dow Inc2019-12-31Add+2.66%
43.85 ($51.84) 55.99
$28.56-44.91%Add 295.35%148,841
CTSH Cognizant Technology Solutions Corp2019-12-31Reduce-2.52%
58.9 ($61.87) 64.15
$46.66-24.58%Reduce -92.99%6,467
LEN Lennar Corp2019-12-31New Buy+2.24%
55.24 ($58.95) 61.97
$40.26-31.70%New holding92,060
CCJ Cameco Corp2019-12-31Reduce-2.15%
8.64 ($9.24) 10
$6.92-25.11%Reduce -55.01%380,132
TEN Tenneco Inc2019-12-31New Buy+2.14%
10.09 ($13.12) 15.57
$4.33-67%New holding373,957
CVS CVS Health Corp2019-12-31Add+1.18%
60.38 ($70.48) 76.58
$58.60-16.86%Add 52.09%106,514
PKW Invesco BuyBack Achievers ETF2019-12-31Add+0.99%
60.32 ($66.01) 69.3
$48.66-26.28%Add 104.44%64,195
JAZZ Jazz Pharmaceuticals PLC2019-12-31Add+0.87%
117.65 ($136.72) 153.73
$96.96-29.08%Add 36.93%49,626
MSFT Microsoft Corp2019-12-31Reduce-0.62%
134.65 ($147.3) 158.96
$149.701.63%Reduce -8.22%101,622
AMLP Alerian MLP2019-12-31Add+0.59%
7.5 ($8.09) 8.63
$3.24-59.95%Add 20.45%941,429
AVGO Broadcom Inc2019-12-31Add+0.54%
270.07 ($304.55) 327.8
$230.69-24.25%Add 19.56%24,118
CTVA Corteva Inc2019-12-31Sold Out-0.51%
24.65 ($26.49) 29.56
$23.21-12.38%Sold Out0
AAPL Apple Inc2019-12-31Reduce-0.44%
218.96 ($258.41) 293.65
$247.74-4.13%Reduce -6.43%58,874
RUSHB Rush Enterprises Inc2019-12-31New Buy+0.09%
37.19 ($43.76) 48.11
$28.99-33.75%New holding4,430
GMLP Golar LNG Partners LP2019-12-31Add+0.08%
8.43 ($9.5) 10.53
$3.39-64.32%Add 9.14%259,350
ADS Alliance Data Systems Corp2019-12-31Reduce-0.06%
100 ($110.38) 124.77
$36.47-66.96%Reduce -1.45%67,647
CI Cigna Corp2019-12-31Add+0.05%
147.19 ($184.43) 206.47
$161.29-12.55%Add 2%31,131
PFE Pfizer Inc2019-12-31Reduce-0.01%
34.7 ($37.62) 39.38
$30.90-17.86%Reduce -2.63%25,014
UNH UnitedHealth Group Inc2019-12-31Add+0.01%
215.36 ($263.11) 295.97
$242.45-7.85%Add 0.46%10,369
BRK.B Berkshire Hathaway Inc2019-12-31Reduce0%
203.1 ($217.51) 227.05
$179.66-17.40%Reduce -0.01%36,318
LMT Lockheed Martin Corp2019-12-31Add0%
370.73 ($384) 394.24
$348.38-9.28%Add 0.01%18,889
WAB Westinghouse Air Brake Technologies Corp2019-12-31Add0%
63.59 ($74.23) 80.97
$47.58-35.90%Add 0.04%52,567
NLY Annaly Capital Management Inc2019-12-31Add0%
8.54 ($9.13) 9.77
$6.13-32.86%Add 0.02%758,883
AZO AutoZone Inc2019-12-31Add0%
1049.5 ($1157.36) 1250
$851.63-26.42%Add 0.16%3,835
BIIB Biogen Inc2019-12-31Reduce0%
220.06 ($279.04) 304.07
$296.756.35%Reduce -0.03%17,768
MTH Meritage Homes Corp2019-12-31Reduce0%
61.11 ($68.57) 76.38
$39.31-42.67%Reduce -0.01%117,759
MCHP Microchip Technology Inc2019-12-31Reduce0%
89.29 ($96.78) 105.93
$68.20-29.53%Reduce -0.06%95,065
GLD SPDR Gold Trust2019-12-31Add0%
137.01 ($139.74) 142.9
$152.258.95%Add 0.08%83,028
CE Celanese Corp2019-12-31Add0%
117.85 ($123.17) 127.39
$71.27-42.14%Add 0.13%49,326
DAL Delta Air Lines Inc2019-12-31Add0%
52.83 ($56.14) 59.56
$29.55-47.36%Add 0.04%114,371
RUSHA Rush Enterprises Inc2019-12-31Add0%
35.4 ($43.99) 49.17
$32.55-26.01%Add 0.04%249,989
FHI Federated Investors Inc2019-09-30Sold Out-3.91%
31.31 ($32.84) 35.56
$18.14-44.76%Sold Out0
BRK.B Berkshire Hathaway Inc2019-09-30New Buy+3.68%
195.81 ($206.13) 215.25
$179.66-12.84%New holding36,322
LMT Lockheed Martin Corp2019-09-30New Buy+3.59%
356.21 ($376.12) 397.04
$348.38-7.38%New holding18,888
AZO AutoZone Inc2019-09-30Reduce-3.59%
1059.68 ($1120.7) 1180
$851.63-24.01%Reduce -63.73%3,829
NLY Annaly Capital Management Inc2019-09-30Add+2.38%
8.19 ($9) 9.67
$6.13-31.89%Add 268.57%758,735
UNH UnitedHealth Group Inc2019-09-30Reduce-2.32%
215.26 ($241.24) 266.65
$242.450.50%Reduce -65.46%10,322
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Total 1442