For the details of Ronald Muhlenkamp's stock buys and sells, go to https://www.gurufocus.com/guru/ronald+muhlenkamp/current-portfolio/portfolio
These are the top 5 holdings of Ronald Muhlenkamp- Microsoft Corp (MSFT) - 125,743 shares, 8.19% of the total portfolio. Shares reduced by 0.58%
- Apple Inc (AAPL) - 62,914 shares, 6.05% of the total portfolio. Shares reduced by 0.36%
- AutoZone Inc (AZO) - 10,556 shares, 5.64% of the total portfolio. Shares reduced by 0.13%
- SPDR Gold Trust (GLD) - 82,960 shares, 5.37% of the total portfolio. Shares added by 0.33%
- Alliance Data Systems Corp (ADS) - 68,623 shares, 4.68% of the total portfolio. Shares reduced by 0.37%
Muhlenkamp & Co Inc initiated holding in Meritage Homes Corp. The purchase prices were between $44.87 and $52.8, with an estimated average price of $50.51. The stock is now traded at around $64.10. The impact to a portfolio due to this purchase was 2.94%. The holding were 117,704 shares as of .
New Purchase: Corteva Inc (CTVA)Muhlenkamp & Co Inc initiated holding in Corteva Inc. The purchase prices were between $24.81 and $29.57, with an estimated average price of $27.28. The stock is now traded at around $28.73. The impact to a portfolio due to this purchase was 0.54%. The holding were 37,648 shares as of .
Sold Out: GameStop Corp (GME)Muhlenkamp & Co Inc sold out a holding in GameStop Corp. The sale prices were between $5.02 and $10.37, with an estimated average price of $7.83.
Sold Out: Rush Enterprises Inc (RUSHB)Muhlenkamp & Co Inc sold out a holding in Rush Enterprises Inc. The sale prices were between $35.63 and $45.17, with an estimated average price of $39.82.
Reduced: UnitedHealth Group Inc (UNH)Muhlenkamp & Co Inc reduced to a holding in UnitedHealth Group Inc by 40.79%. The sale prices were between $216.84 and $252.28, with an estimated average price of $240.34. The stock is now traded at around $222.93. The impact to a portfolio due to this sale was -2.41%. Muhlenkamp & Co Inc still held 29,884 shares as of .
Reduced: Celanese Corp (CE)Muhlenkamp & Co Inc reduced to a holding in Celanese Corp by 50.1%. The sale prices were between $94.93 and $112.17, with an estimated average price of $103.54. The stock is now traded at around $107.22. The impact to a portfolio due to this sale was -2.31%. Muhlenkamp & Co Inc still held 49,278 shares as of .
Reduced: DuPont de Nemours Inc (DD)Muhlenkamp & Co Inc reduced to a holding in DuPont de Nemours Inc by 66.76%. The sale prices were between $63.7 and $83.53, with an estimated average price of $74.05. The stock is now traded at around $63.96. The impact to a portfolio due to this sale was -1.34%. Muhlenkamp & Co Inc still held 37,648 shares as of .
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