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

MUHLENKAMP & CO INC INSTITUTION : Ronald H. Muhlenkamp (MUHLENKAMP & CO INC )
The Muhlenkamp Fund is a quirky little stock fund that's been around for more than a decade. Since its inception in 1988, it has provided its shareholders with an average annual return of nearly 14.75 percent.
Ronald H. Muhlenkamp Latest Top 20 Portfolio Holdings: (Filing Date: 2021-02-11) --- full portfolio
Company (links to holding history) Ticker Value On
2020-12-31
No of Shares % of portfolio
RUSH ENTERPRISES INC    (CL A) RUSHA 13,133,000 317,074 5.28%
MICROCHIP TECHNOLOGY INC.    (COM) MCHP 13,118,000 94,983 5.27%
DOW INC    (COM) 12,495,000 225,130 5.02%
MCKESSON CORP    (COM) MCK 12,358,000 71,055 4.97%
MASTEC INC    (COM) MTZ 11,370,000 166,770 4.57%
BROADCOM INC    (COM) 10,675,000 24,380 4.29%
APPLE INC    (COM) AAPL 10,557,000 79,565 4.24%
WESCO INTL INC    (COM) WCC 10,259,000 130,683 4.12%
MICROSOFT CORP    (COM) MSFT 9,941,000 44,695 4.00%
MERITAGE HOMES CORP    (COM) MTH 9,821,000 118,588 3.95%
ALLIANCE DATA SYSTEMS CORP    (COM) ADS 9,270,000 125,102 3.73%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 8,560,000 36,919 3.44%
UNITEDHEALTH GROUP INC    (COM) UNH 8,549,000 24,378 3.44%
KIRBY CORP    (COM) KEX 8,547,000 164,903 3.43%
SPDR GOLD TR    (GOLD SHS) GLD 8,483,000 47,559 3.41%
JAZZ PHARMACEUTICALS PLC    (SHS USD) JAZZ 8,328,000 50,460 3.35%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 7,762,000 125,138 3.12%
NMI HLDGS INC    (CL A) NMIH 7,456,000 329,197 3.00%
CVS HEALTH CORP    (COM) CVS 7,398,000 108,311 2.97%
LENNAR CORP    (CL A) LEN 7,108,000 93,245 2.86%


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