Muhlenkamp & Company

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

Companies in the Muhlenkamp & Co portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Microsoft Corporation (MSFT) 7.07 126476 -21% 117.94
UnitedHealth (UNH) 5.91 50474 -13% 247.26
Alliance Data Systems Corporation (ADS) 5.71 68878 174.98
Apple (AAPL) 5.68 63143 -30% 189.95
AutoZone (AZO) 5.13 10570 1024.12
Rush Enterprises (RUSHA) 4.95 249899 41.81
SPDR Gold Trust (GLD) 4.78 82688 122.01
Cameco Corporation 4.73 847539 11.79
Celanese Corporation (CE) 4.61 98761 98.61
Gilead Sciences (GILD) 4.09 132939 -3% 65.01
McKesson Corporation (MCK) 3.86 69600 117.05
Broadcom Ltd 3.81 26747 NEW 300.71
Microchip Technology (MCHP) 3.75 95498 -2% 82.97
Alerian Mlp Etf(amlp) 3.72 783753 +333% 10.03
Federated Investors (FII) 3.44 247669 29.31
Cognizant Technology Solutions (CTSH) 3.17 92460 72.45
Celgene Corporation (CELG) 3.17 70831 94.34
Dowdupont Inc 2.86 113268 -2% 53.31
Delta Air Lines (DAL) 2.80 114570 51.65
Jazz Pharmaceuticals 2.46 36324 142.96
Acuity Brands (AYI) 2.45 43101 120.02
Cigna Corp New 2.33 30600 NEW 160.82
Biogen Idec (BIIB) 2.00 17843 -2% 236.40
Wabtec Corporation (WAB) 1.84 52695 NEW 73.73
Golar Lng Partners Lp unit 1.46 238350 -2% 12.91
GameStop (GME) 1.12 232937 -10% 10.16
Annaly Capital Management (NLY) 0.98 207364 -9% 9.99
Invesco Buyback Achievers Etf equities 0.91 32193 -8% 59.64
Pfizer (PFE) 0.52 25685 -2% 42.48
Enterprise Products Partners 0.35 25184 NEW 29.11
Morgan Stanley (MS) 0.22 10805 NEW 42.20
Rush Enterprises (RUSHB) 0.10 4875 -13% 41.44

Past 13F-HR SEC Filings by Muhlenkamp & Co

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