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Bill Ackman
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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: 2017-08-11) --- full portfolio
Company (links to holding history) Ticker Value On
2017-06-30		 No of Shares % of portfolio
ALLIANCE DATA SYS CORP COM    (COM) ADS 30,454,000 118,642 9.53%
Apple Computer Inc.    (COM) AAPL 21,336,000 148,146 6.68%
GILEAD SCIENCES INC COM    (COM) GILD 17,785,000 251,285 5.57%
ON SEMICONDUCTOR CORP COM    (COM) ONNN 17,386,000 1,238,320 5.44%
Microsoft Corp    (COM) MSFT 16,019,000 232,388 5.01%
MCKESSON CORP COM    (COM) MCK 11,742,000 71,365 3.67%
CELANESE CORP-SERIES A    (COM) CE 11,598,000 122,165 3.63%
HANESBRANDS INC COM    (COM) HBI 11,528,000 497,766 3.61%
UnitedHealth Group Inc.    (COM) UNH 10,944,000 59,024 3.42%
SPDR GOLD TRUST GOLD SHS    (ETF) GLD 9,984,000 84,600 3.12%
BRISTOL-MEYERS SQUIBB CO    (COM) BMY 9,917,000 177,974 3.10%
LANNETT INC COM    (COM) LCI 9,916,000 486,060 3.10%
CELGENE CORP COM    (COM) CELG 9,795,000 75,418 3.06%
Rush Enterprises CLA    (COM) RUSHA 9,370,000 252,012 2.93%
TENCENT HOLDINGS LTD-UNS ADR    (COM) TCEHY 8,979,000 249,696 2.81%
Federated Invs. PA CL B    (COM) FII 8,445,000 298,936 2.64%
CAMECO CORP COM    (COM) CCJ 7,942,000 872,798 2.48%
BIOGEN IDEC INC COM    (COM) BIIB 7,746,000 28,545 2.42%
MICROCHIP TECHNOLOGY COM    (COM) MCHP 7,693,000 99,670 2.40%
Dow Chemical Co.    (COM) DOW 7,436,000 117,895 2.32%


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