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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: 2019-08-28) --- full portfolio
Company (links to holding history) Ticker Value On
2019-06-30
No of Shares % of portfolio
MICROSOFT CORP    (COM) MSFT 16,845,000 125,743 8.19%
APPLE INC    (COM) AAPL 12,452,000 62,914 6.05%
AUTOZONE INC    (COM) AZO 11,606,000 10,556 5.64%
SPDR GOLD TRUST    (GOLD SHS) GLD 11,050,000 82,960 5.37%
ALLIANCE DATA SYSTEMS CORP    (COM) ADS 9,616,000 68,623 4.67%
MCKESSON CORP    (COM) MCK 9,330,000 69,428 4.53%
RUSH ENTERPRISES INC    (CL A) RUSHA 9,126,000 249,899 4.43%
CAMECO CORP    (COM) CCJ 9,066,000 844,896 4.40%
GILEAD SCIENCES INC    (COM) GILD 8,955,000 132,551 4.35%
MICROCHIP TECHNOLOGY INC    (COM) MCHP 8,246,000 95,109 4.00%
FEDERATED INVS INC PA    (CL B) FII 8,033,000 247,158 3.90%
ALPS ETF TR    (ALERIAN MLP) AMLP 7,694,000 781,163 3.74%
BROADCOM INC    (COM) 7,675,000 26,661 3.73%
UNITEDHEALTH GROUP INC    (COM) UNH 7,292,000 29,884 3.54%
CELGENE CORP    (COM) CELG 6,528,000 70,621 3.17%
DELTA AIR LINES INC DEL    (COM NEW) DAL 6,488,000 114,330 3.15%
MERITAGE HOMES CORP    (COM) MTH 6,043,000 117,704 2.93%
ACUITY BRANDS INC    (COM) AYI 5,925,000 42,960 2.88%
COGNIZANT TECHNOLOGY SOLUTIO    (CL A) CTSH 5,842,000 92,163 2.84%
CELANESE CORP DEL    (COM) CE 5,312,000 49,278 2.58%


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