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STOCK TICKER:

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

MUHLENKAMP & CO INC INSTITUTION : Ronald H. Muhlenkamp (MUHLENKAMP & CO INC )
Portfolio Performance Summary
Percentage Change
Today:
0 Percentage Change
From 2021-06-30:
0
Value Change
Today:
0 Value Change
From 2021-06-30:
0
* Numbers do not include bonds, prefer shares, options, stocks listed in Pink Sheets and Bulletin Board
Portfolio Performance
Company Ticker Current
Holdings
Current
Price
Current Price
Change
Price On
2021-06-30
Price Change
From 2021-06-30
ALPS ETF TR    (ALERIAN MLP)280887N/AN/AN/AN/A
ALLIANCE DATA SYSTEMS CORP    (COM)ADS125135N/AN/AN/AN/A
APPLE INC    (COM)AAPL79742N/AN/AN/AN/A
BERKSHIRE HATHAWAY INC DEL    (CL B NEW)BRK/B37033N/AN/AN/AN/A
BIOGEN INC    (COM)BIIB18218N/AN/AN/AN/A
BRISTOL-MYERS SQUIBB CO    (COM)BMY125623N/AN/AN/AN/A
BROADCOM INC    (COM)24411N/AN/AN/AN/A
CVS HEALTH CORP    (COM)CVS108834N/AN/AN/AN/A
CAMECO CORP    (COM)CCJ379585N/AN/AN/AN/A
DOW INC    (COM)217712N/AN/AN/AN/A
ENTERPRISE PRODS PARTNERS L    (COM)EPD24855N/AN/AN/AN/A
FRANCO NEV CORP    (COM)FNNVF20882N/AN/AN/AN/A
INVITAE CORP    (COM)6390N/AN/AN/AN/A
KIRBY CORP    (COM)KEX165126N/AN/AN/AN/A
LENNAR CORP    (CL A)LEN68408N/AN/AN/AN/A
LOCKHEED MARTIN CORP    (COM)LMT19349N/AN/AN/AN/A
MASTEC INC    (COM)MTZ129175N/AN/AN/AN/A
MCKESSON CORP    (COM)MCK65631N/AN/AN/AN/A
MERITAGE HOMES CORP    (COM)MTH96801N/AN/AN/AN/A
MICROSOFT CORP    (COM)MSFT44776N/AN/AN/AN/A
MICROCHIP TECHNOLOGY INC.    (COM)MCHP95091N/AN/AN/AN/A
MORGAN STANLEY    (COM NEW)MS10805N/AN/AN/AN/A
NMI HLDGS INC    (CL A)NMIH330608N/AN/AN/AN/A
PFIZER INC    (COM)PFE24379N/AN/AN/AN/A
ROYAL GOLD INC    (COM)RGLD24383N/AN/AN/AN/A
RUSH ENTERPRISES INC    (CL A)RUSHA317711N/AN/AN/AN/A
RUSH ENTERPRISES INC    (CL B)RUSHB6974N/AN/AN/AN/A
SPDR GOLD TR    (GOLD SHS)GLD41637N/AN/AN/AN/A
SCHLUMBERGER LTD    (COM STK)SLB310901N/AN/AN/AN/A
TENNECO INC    (CL A VTG COM STK)TEN576371N/AN/AN/AN/A
UNITEDHEALTH GROUP INC    (COM)UNH24453N/AN/AN/AN/A
WABTEC    (COM)WAB55358N/AN/AN/AN/A
WESCO INTL INC    (COM)WCC130793N/AN/AN/AN/A
* Portfolios do not reflect changes after reporting
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Ronald H. Muhlenkamp

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MAJOR GURUS:
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George Soros

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