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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

MUHLENKAMP & CO INC INSTITUTION : Ronald H. Muhlenkamp (MUHLENKAMP & CO INC )
Ronald H. Muhlenkamp Portfolio (reported on 2020-02-20)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
APPLE INC    (COM) AAPL 17,288,000 58,874 7.55%
MICROSOFT CORP    (COM) MSFT 16,026,000 101,622 7.00%
SPDR GOLD TRUST    (GOLD SHS) GLD 11,865,000 83,028 5.18%
RUSH ENTERPRISES INC    (CL A) RUSHA 11,624,000 249,989 5.07%
MICROCHIP TECHNOLOGY INC    (COM) MCHP 9,955,000 95,065 4.35%
MCKESSON CORP    (COM) MCK 9,757,000 70,541 4.26%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 8,226,000 36,318 3.59%
DOW INC    (COM) 8,146,000 148,841 3.56%
ALPS ETF TR    (ALERIAN MLP) AMLP 8,002,000 941,429 3.49%
CVS HEALTH CORP    (COM) CVS 7,913,000 106,514 3.45%
BRISTOL MYERS SQUIBB CO    (COM) BMY 7,910,000 123,223 3.45%
BROADCOM INC    (COM) 7,622,000 24,118 3.33%
ALLIANCE DATA SYSTEMS CORP    (COM) ADS 7,590,000 67,647 3.31%
JAZZ PHARMACEUTICALS PLC    (SHS USD) JAZZ 7,408,000 49,626 3.23%
LOCKHEED MARTIN CORP    (COM) LMT 7,355,000 18,889 3.21%
MERITAGE HOMES CORP    (COM) MTH 7,196,000 117,759 3.14%
ANNALY CAP MGMT INC    (COM) NLY 7,149,000 758,883 3.12%
DELTA AIR LINES INC DEL    (COM NEW) DAL 6,688,000 114,371 2.92%
CIGNA CORP NEW    (COM) 6,366,000 31,131 2.78%
CELANESE CORP DEL    (COM) CE 6,073,000 49,326 2.65%
ACUITY BRANDS INC    (COM) AYI 5,930,000 42,970 2.59%
BIOGEN INC    (COM) BIIB 5,272,000 17,768 2.30%
LENNAR CORP    (CL A) LEN 5,136,000 92,060 2.24%
TENNECO INC    (CL A VTG COM STK) TEN 4,899,000 373,957 2.14%
AUTOZONE INC    (COM) AZO 4,569,000 3,835 1.99%
INVESCO EXCHANGE TRADED FD T    (BUYBACK ACHIEV) 4,428,000 64,195 1.93%
WABTEC CORP    (COM) WAB 4,090,000 52,567 1.78%
CAMECO CORP    (COM) CCJ 3,383,000 380,132 1.47%
UNITEDHEALTH GROUP INC    (COM) UNH 3,048,000 10,369 1.33%
GILEAD SCIENCES INC    (COM) GILD 2,565,000 39,475 1.12%
GOLAR LNG PARTNERS LP    (COM UNIT LPI) GMLP 2,293,000 259,350 1.00%
PFIZER INC    (COM) PFE 980,000 25,014 0.42%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 700,000 24,855 0.30%
MORGAN STANLEY    (COM NEW) MS 552,000 10,805 0.24%
COGNIZANT TECHNOLOGY SOLUTIO    (CL A) CTSH 401,000 6,467 0.17%
BRISTOL MYERS SQUIBB CO    (RIGHT 99/99/9999) 213,000 70,665 0.09%
RUSH ENTERPRISES INC    (CL B) RUSHB 202,000 4,430 0.08%
Total Value As 2019-12-31: 228,820,000 SEC FILING
* Portfolios do not reflect changes after reporting
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