Muhlenkamp & Co Inc Buys Kirby Corp, MasTec Inc, Rush Enterprises Inc, Sells Microsoft Corp, Apple Inc, Golar LNG Partners LP

• New Purchases: KEX, RUSHB,
• Added Positions: MTZ, CTSH, NMIH, ADS, BIIB, WAB, CCJ, GILD,
• Reduced Positions: MSFT, AAPL, GMLP,

For the details of Ronald Muhlenkamp's stock buys and sells, go to https://www.gurufocus.com/guru/ronald+muhlenkamp/current-portfolio/portfolio

1. Meritage Homes Corp (MTH) - 118,222 shares, 6.76% of the total portfolio. Shares added by 0.03%
2. SPDR GOLD TRUST (GLD) - 69,654 shares, 6.39% of the total portfolio. Shares added by 0.09%
3. Dow Inc (DOW) - 225,114 shares, 5.48% of the total portfolio. Shares added by 0.41%
4. McKesson Corp (MCK) - 70,851 shares, 5.46% of the total portfolio. Shares added by 0.44%
5. Microchip Technology Inc (MCHP) - 95,377 shares, 5.08% of the total portfolio. Shares added by 0.40%

Muhlenkamp & Co Inc initiated holding in Kirby Corp. The purchase prices were between $35.93 and $51.18, with an estimated average price of $44.12. The stock is now traded at around $44.89. The impact to a portfolio due to this purchase was 1.62%. The holding were 86,495 shares as of .

Muhlenkamp & Co Inc initiated holding in Rush Enterprises Inc. The purchase prices were between $22.64 and $29.53, with an estimated average price of $27.32. The stock is now traded at around $33.72. The impact to a portfolio due to this purchase was 0.11%. The holding were 6,878 shares as of .

Muhlenkamp & Co Inc added to a holding in MasTec Inc by 80.26%. The purchase prices were between $37.14 and $48.76, with an estimated average price of $43.03. The stock is now traded at around $53.79. The impact to a portfolio due to this purchase was 1.62%. The holding were 166,476 shares as of .

Muhlenkamp & Co Inc added to a holding in Cognizant Technology Solutions Corp by 33.86%. The purchase prices were between $55.28 and $70.72, with an estimated average price of $64.97. The stock is now traded at around $77.35. The impact to a portfolio due to this purchase was 0.07%. The holding were 8,006 shares as of .

Muhlenkamp & Co Inc reduced to a holding in Microsoft Corp by 46.13%. The sale prices were between $200.39 and $231.65, with an estimated average price of $210.04. The stock is now traded at around $215.99. The impact to a portfolio due to this sale was -4.14%. Muhlenkamp & Co Inc still held 44,445 shares as of .

Muhlenkamp & Co Inc reduced to a holding in Apple Inc by 49.46%. The sale prices were between $91.03 and $134.18, with an estimated average price of $109.02. The stock is now traded at around $118.59. The impact to a portfolio due to this sale was -3.77%. Muhlenkamp & Co Inc still held 79,051 shares as of .

Muhlenkamp & Co Inc reduced to a holding in Golar LNG Partners LP by 82.53%. The sale prices were between $2.03 and $3, with an estimated average price of $2.61. The stock is now traded at around $2.33. The impact to a portfolio due to this sale was -0.3%. Muhlenkamp & Co Inc still held 44,960 shares as of .