Muhlenkamp & Company

Latest statistics and disclosures from Muhlenkamp & Co's latest quarterly 13F-HR filing:

Companies in the Muhlenkamp & Co portfolio as of September 2018 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Apple (AAPL) 8.71 90240 225.74
Microsoft Corporation (MSFT) 7.93 162102 114.37
Alliance Data Systems Corporation (ADS) 7.08 70078 236.17
UnitedHealth (UNH) 6.63 58221 266.04
Express Scripts Holding 5.23 128695 95.01
Celanese Corporation (CE) 4.91 100686 114.00
Gilead Sciences (GILD) 4.54 137601 77.21
Rush Enterprises (RUSHA) 4.24 252012 39.31
Cameco Corporation 4.21 862495 11.40
SPDR Gold Trust (GLD) 4.05 83871 112.76
McKesson Corporation (MCK) 4.01 70742 132.65
AutoZone (AZO) 3.57 10774 775.66
Microchip Technology (MCHP) 3.32 98227 78.91
Dowdupont Inc 3.19 115938 64.31
Cognizant Technology Solutions (CTSH) 3.10 94052 77.15
Acuity Brands (AYI) 2.95 43873 NEW 157.20
Delta Air Lines (DAL) 2.85 115015 57.83
Biogen Idec (BIIB) 2.78 18368 -27% 353.33
Celgene Corporation (CELG) 2.76 72116 89.49
Jazz Pharmaceuticals 2.66 36971 168.13
Federated Investors (FII) 2.60 251935 24.12
GameStop (GME) 1.70 259636 15.27
Golar Lng Partners Lp unit 1.49 243825 -3% 14.33
Gaslog Partners 1.27 118925 25.00
Annaly Capital Management (NLY) 1.01 230184 10.23
Invesco Buyback Achievers Etf equities 0.92 35363 -2% 60.97
Alerian Mlp Etf(amlp) 0.83 180969 -3% 10.68
Ally Financial 0.53 46800 26.45
Pfizer (PFE) 0.50 26430 -3% 44.08
Thor Industries (THO) 0.35 9700 -78% 83.71
Rush Enterprises (RUSHB) 0.10 5666 39.89
Eldorado Gold Corp New 0.00 10000 0.90

Past 13F-HR SEC Filings by Muhlenkamp & Co

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