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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: 2018-05-11) --- full portfolio
Company (links to holding history) Ticker Value On
2018-03-31
No of Shares % of portfolio
ON SEMICONDUCTOR CORP COM    (COM) ONNN 17,354,000 709,466 6.29%
GILEAD SCIENCES INC COM    (COM) GILD 16,931,000 224,577 6.14%
Apple Computer Inc.    (COM) AAPL 15,238,000 90,824 5.52%
ALLIANCE DATA SYS CORP COM    (COM) ADS 15,013,000 70,529 5.44%
Microsoft Corp    (COM) MSFT 14,861,000 162,821 5.39%
TENCENT HOLDINGS LTD-UNS ADR    (COM) TCEHY 13,089,000 245,620 4.74%
UnitedHealth Group Inc.    (COM) UNH 12,517,000 58,491 4.54%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 11,286,000 178,436 4.09%
Rush Enterprises CLA    (COM) RUSHA 10,708,000 252,012 3.88%
SPDR GOLD TRUST GOLD SHS    (ETF) GLD 10,613,000 84,371 3.85%
CELANESE CORP-SERIES A    (COM) CE 10,149,000 101,277 3.68%
MCKESSON CORP COM    (COM) MCK 10,014,000 71,090 3.63%
MICROCHIP TECHNOLOGY COM    (COM) MCHP 9,042,000 98,968 3.28%
EXPRESS SCRIPTS HLDG COM    (COM) ESRX 8,950,000 129,559 3.24%
Federated Invs. PA CL B    (COM) FII 8,476,000 253,785 3.07%
CAMECO CORP COM    (COM) CCJ 7,885,000 867,482 2.86%
COGNIZANT TECH SOLUTIONS - A    (COM) CTSH 7,610,000 94,534 2.76%
DOWDUPONT INC    (COM) 7,445,000 116,857 2.70%
AUTOZONE INC COM    (COM) AZO 7,029,000 10,835 2.54%
NASPERS LTD SPON ADR SA    (COM) 7,009,000 139,673 2.54%


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