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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
$33.792.89%Sold Out0
BRK.B Berkshire Hathaway Inc2019-09-30New Buy+3.68%
●
195.81 ($206.13) 215.25
$222.617.99%New holding36,322
LMT Lockheed Martin Corp2019-09-30New Buy+3.59%
●
356.21 ($376.12) 397.04
$386.862.86%New holding18,888
AZO AutoZone Inc2019-09-30Reduce-3.59%
●
1059.68 ($1120.7) 1180
$1,172.664.64%Reduce -63.73%3,829
NLY Annaly Capital Management Inc2019-09-30Add+2.38%
●
8.19 ($9) 9.67
$9.404.44%Add 268.57%758,735
UNH UnitedHealth Group Inc2019-09-30Reduce-2.32%
●
215.26 ($241.24) 266.65
$280.1916.15%Reduce -65.46%10,322
CVS CVS Health Corp2019-09-30New Buy+2.15%
●
54.09 ($59.22) 64.3
$75.3627.25%New holding70,035
DD DuPont de Nemours Inc2019-09-30Sold Out-1.37%
●
63.96 ($70.17) 75.82
$63.59-9.38%Sold Out0
MSFT Microsoft Corp2019-09-30Reduce-0.98%
●
132.21 ($137.52) 141.34
$151.7510.35%Reduce -11.94%110,728
AVGO Broadcom Inc2019-09-30Reduce-0.91%
●
266.44 ($284.3) 303.77
$316.0511.17%Reduce -24.34%20,173
MCK McKesson Corp2019-09-30Add+0.07%
●
134.24 ($141.77) 148.53
$142.270.35%Add 1.6%70,538
PKW Invesco BuyBack Achievers ETF2019-09-30Reduce-0.01%
●
59.26 ($62.33) 64.22
$67.317.99%Reduce -0.59%31,400
PFE Pfizer Inc2019-09-30Reduce0%
●
34.24 ($38.38) 44.4
$38.29-0.23%Reduce -0.37%25,689
WAB Westinghouse Air Brake Technologies Corp2019-09-30Add0%
●
62.31 ($71.13) 77.82
$77.238.58%Add 0.05%52,547
GILD Gilead Sciences Inc2019-09-30Add0%
●
62.51 ($65.4) 69
$67.082.57%Add 0.04%132,609
AAPL Apple Inc2019-09-30Add0%
●
193.34 ($209.04) 223.97
$270.7129.50%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
$300.2629.01%Reduce -0.03%17,774
CTSH Cognizant Technology Solutions Corp2019-09-30Add0%
●
58.75 ($63.2) 66.41
$62.66-0.85%Add 0.07%92,225
MTH Meritage Homes Corp2019-09-30Add0%
●
52.03 ($62.34) 70.97
$65.675.34%Add 0.05%117,765
ADS Alliance Data Systems Corp2019-09-30Add0%
●
122.05 ($141.01) 158.87
$105.26-25.35%Add 0.02%68,640
MCHP Microchip Technology Inc2019-09-30Add0%
●
83.62 ($90.61) 99.84
$98.768.99%Add 0.01%95,119
CE Celanese Corp2019-09-30Reduce0%
●
103.19 ($112.58) 125.49
$125.2111.22%Reduce -0.03%49,263
CCJ Cameco Corp2019-09-30Add0%
●
8.13 ($9.4) 11.1
$9.773.94%Add 0.01%844,996
AYI Acuity Brands Inc2019-09-30Add0%
●
120.71 ($130.27) 141.02
$133.802.71%Add 0.02%42,970
JAZZ Jazz Pharmaceuticals PLC2019-09-30Add0%
●
125.18 ($134.1) 143.24
$149.4611.45%Add 0.11%36,242
AMLP Alerian MLP ETF2019-09-30Add0%
●
8.54 ($9.15) 9.69
$7.75-15.30%Add 0.06%781,601
GMLP Golar LNG Partners LP2019-09-30Reduce0%
●
9.37 ($10.57) 12.07
$8.89-15.89%Reduce -0.05%237,620
MTH Meritage Homes Corp2019-06-30New Buy+2.94%
●
44.87 ($50.51) 52.8
$65.6730.01%New holding117,704
UNH UnitedHealth Group Inc2019-06-30Reduce-2.41%
●
216.84 ($240.34) 252.28
$280.1916.58%Reduce -40.79%29,884
CE Celanese Corp2019-06-30Reduce-2.31%
●
94.93 ($103.54) 112.17
$125.2120.93%Reduce -50.1%49,278
DD DuPont de Nemours Inc2019-06-30Reduce-1.34%
●
63.7 ($74.05) 83.53
$63.59-14.13%Reduce -66.76%37,648
GME GameStop Corp2019-06-30Sold Out-1.12%
●
5.02 ($7.83) 10.37
$6.68-14.69%Sold Out0
CTVA Corteva Inc2019-06-30New Buy+0.54%
●
24.81 ($27.28) 29.57
$25.26-7.40%New holding37,648
RUSHB Rush Enterprises Inc2019-06-30Sold Out-0.10%
●
35.63 ($39.82) 45.17
$46.5416.88%Sold Out0
MSFT Microsoft Corp2019-06-30Reduce-0.04%
●
119.02 ($126.89) 137.78
$151.7519.59%Reduce -0.58%125,743
MCHP Microchip Technology Inc2019-06-30Reduce-0.02%
●
79.11 ($88.87) 100.75
$98.7611.13%Reduce -0.41%95,109
PKW Invesco BuyBack Achievers ETF2019-06-30Reduce-0.02%
●
58.13 ($61.63) 63.83
$67.319.22%Reduce -1.89%31,585
GLD SPDR Gold Trust2019-06-30Add+0.02%
●
119.94 ($123.59) 134.2
$137.6211.35%Add 0.33%82,960
ADS Alliance Data Systems Corp2019-06-30Reduce-0.02%
●
134.42 ($151.53) 180.93
$105.26-30.54%Reduce -0.37%68,623
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Total 1408
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