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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: 2020-08-20) --- full portfolio
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
MICROSOFT CORP    (COM) MSFT 16,789,000 82,497 8.97%
APPLE INC    (COM) AAPL 14,265,000 39,103 7.62%
SPDR GOLD TR    (GOLD SHS) GLD 11,647,000 69,589 6.22%
MCKESSON CORP    (COM) MCK 10,822,000 70,539 5.78%
MICROCHIP TECHNOLOGY INC.    (COM) MCHP 10,004,000 94,993 5.35%
DOW INC    (COM) 9,138,000 224,184 4.88%
MERITAGE HOMES CORP    (COM) MTH 8,996,000 118,187 4.81%
RUSH ENTERPRISES INC    (CL A) RUSHA 7,944,000 191,608 4.24%
BROADCOM INC    (COM) 7,623,000 24,153 4.07%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 7,248,000 123,273 3.87%
UNITEDHEALTH GROUP INC    (COM) UNH 7,093,000 24,047 3.79%
CVS HEALTH CORP    (COM) CVS 6,922,000 106,548 3.70%
LOCKHEED MARTIN CORP    (COM) LMT 6,891,000 18,884 3.68%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 6,498,000 36,404 3.47%
ALPS ETF TR    (ALERIAN MLP) 6,231,000 252,487 3.33%
LENNAR CORP    (CL A) LEN 5,684,000 92,239 3.04%
ALLIANCE DATA SYSTEMS CORP    (COM) ADS 5,545,000 122,886 2.96%
JAZZ PHARMACEUTICALS PLC    (SHS USD) JAZZ 5,491,000 49,763 2.93%
NMI HLDGS INC    (CL A) NMIH 5,186,000 322,516 2.77%
BIOGEN INC    (COM) BIIB 4,771,000 17,831 2.55%


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