
	Ronald Muhlenkamp
	Muhlenkamp & Co Inc

	Last update 2018-08-13	37 Stocks (1 new)
	Value $262.00 Mil	Turnover 2 %
	Top Holdings: AAPL (6.41%) ADS (6.27%) MSFT (6.13%) UNH (5.48%) TCEHY (4.71%)
	Guru Portfolio Report Download

Price change from average %

Market Cap

Ronald Muhlenkamp Latest Trades


										BMY	Bristol-Myers Squibb Company	2018-06-30	Sold Out	-4.09 %	0 $ 0 0	$54.30	0.50 %	Sold Out	-
JAZZ	Jazz Pharmaceuticals PLC	2018-06-30	New Buy	+2.44 %	0 $ 0 0	$155.99	-4.52 %	New holding	37,155
GILD	Gilead Sciences Inc	2018-06-30	Reduce	-2.36 %	0 $ 0 0	$73.27	3.68 %	Reduce -38.74%	136,224
ON	ON Semiconductor Corp	2018-06-30	Reduce	-1.54 %	0 $ 0 0	$15.84	-34.44 %	Reduce -24.38%	536,518
ADS	Alliance Data Systems Corp	2018-06-30	Reduce	-	0 $ 0 0	$216.18	0.98 %	Reduce -0.01%	70,519
DAL	Delta Air Lines Inc	2018-06-30	Reduce	-	0 $ 0 0	$53.39	0.11 %	Reduce -0.05%	115,308
DWDP	DowDuPont Inc	2018-06-30	Reduce	-	0 $ 0 0	$57.49	-13.08 %	Reduce -0.06%	116,792
ESRX	Express Scripts Holding Co	2018-06-30	Reduce	-	0 $ 0 0	$95.30	27.03 %	Reduce -0.04%	129,511
LCI	Lannett Co Inc	2018-06-30	Reduce	-	0 $ 0 0	$3.87	-75.40 %	Reduce -0.07%	272,442
NPSNY	Naspers Ltd	2018-06-30	Reduce	-	0 $ 0 0	$37.52	-24.70 %	Reduce -0.03%	139,625
PFE	Pfizer Inc	2018-06-30	Add	-	0 $ 0 0	$44.50	23.54 %	Add 0.90%	27,485
HBI	Hanesbrands Inc	2018-03-31	Sold Out	-2.94 %	0 $ 0 0	$16.32	-20.93 %	Sold Out	-
AAPL	Apple Inc	2018-03-31	Reduce	-2.75 %	0 $ 0 0	$219.31	27.37 %	Reduce -37.72%	90,824
OLED	Universal Display Corp	2018-03-31	Sold Out	-2.15 %	0 $ 0 0	$111.35	-25.92 %	Sold Out	-
ON	ON Semiconductor Corp	2018-03-31	Reduce	-1.88 %	0 $ 0 0	$15.84	-34.33 %	Reduce -29.98%	709,466
ESRX	Express Scripts Holding Co	2018-03-31	Add	+1.73 %	0 $ 0 0	$95.30	24.92 %	Add 114.36%	129,559
MSFT	Microsoft Corp	2018-03-31	Reduce	-1.67 %	0 $ 0 0	$108.66	18.82 %	Reduce -28.86%	162,821
LCI	Lannett Co Inc	2018-03-31	Reduce	-1.10 %	0 $ 0 0	$3.87	-79.91 %	Reduce -37.06%	272,623
AZO	AutoZone Inc	2018-03-31	Add	+0.96 %	0 $ 0 0	$725.80	1.39 %	Add 59.95%	10,835
NPSNY	Naspers Ltd	2018-03-31	Add	+0.96 %	0 $ 0 0	$37.52	-34.12 %	Add 61.16%	139,673
AMLP	Alerian MLP	2018-03-31	New Buy	+0.64 %	0 $ 0 0	$10.50	-0.76 %	New holding	187,742
FII	Federated Investors Inc	2018-03-31	Reduce	-0.38 %	0 $ 0 0	$22.79	-33.01 %	Reduce -12.31%	253,785
CE	Celanese Corp	2018-03-31	Reduce	-0.27 %	0 $ 0 0	$99.62	-5.63 %	Reduce -7.83%	101,277
DSXpB.PFD	Diana Shipping Inc	2018-03-31	Sold Out	-0.21 %	0 $ 0 0	$24.31	0.70 %	Sold Out	-
DAL	Delta Air Lines Inc	2018-03-31	Reduce	-0.20 %	0 $ 0 0	$53.39	-3.21 %	Reduce -9.70%	115,363
BWP	Boardwalk Pipeline Partners LP	2018-03-31	Sold Out	-0.20 %	0 $ 0 0	$12.05	1.52 %	Sold Out	-
BIVV	Bioverativ Inc	2018-03-31	Sold Out	-0.18 %	0 $ 0 0	$104.98	14.93 %	Sold Out	-
GLOP	GasLog Partners LP	2018-03-31	Reduce	-0.15 %	0 $ 0 0	$25.04	4.95 %	Reduce -14.66%	119,505
GLNG	Golar LNG Ltd	2018-03-31	Sold Out	-0.14 %	0 $ 0 0	$27.21	-3.54 %	Sold Out	-
COG	Cabot Oil & Gas Corp	2018-03-31	Sold Out	-0.13 %	0 $ 0 0	$23.97	-6.98 %	Sold Out	-
EPD	Enterprise Products Partners LP	2018-03-31	Sold Out	-0.13 %	0 $ 0 0	$28.54	7.05 %	Sold Out	-
PKW	Invesco BuyBack Achievers ETF	2018-03-31	Add	+0.12 %	0 $ 0 0	$58.35	-2.56 %	Add 19.93%	36,381
TPH	TRI Pointe Group Inc	2018-03-31	Sold Out	-0.11 %	0 $ 0 0	$11.18	-34.89 %	Sold Out	-
CTSH	Cognizant Technology Solutions Corp	2018-03-31	Add	+0.10 %	0 $ 0 0	$73.69	-6.77 %	Add 3.57%	94,534
BMY	Bristol-Myers Squibb Company	2018-03-31	Add	+0.09 %	0 $ 0 0	$54.30	-15.59 %	Add 2.21%	178,436
RUSHB	Rush Enterprises Inc	2018-03-31	Reduce	-0.09 %	0 $ 0 0	$33.44	-24.34 %	Reduce -51.43%	5,666
MS	Morgan Stanley	2018-03-31	Sold Out	-0.09 %	0 $ 0 0	$46.42	-16.13 %	Sold Out	-
CELG	Celgene Corp	2018-03-31	Add	+0.08 %	0 $ 0 0	$82.41	-14.16 %	Add 3.41%	72,493
AB	AllianceBernstein Holding LP	2018-03-31	Sold Out	-0.08 %	0 $ 0 0	$30.26	13.46 %	Sold Out	-
AMP	Ameriprise Financial Inc	2018-03-31	Sold Out	-0.08 %	0 $ 0 0	$135.86	-16.72 %	Sold Out	-

Total 1281