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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: 2021-08-18) --- full portfolio
Company (links to holding history) Ticker Value On
2021-06-30
No of Shares % of portfolio
MICROCHIP TECHNOLOGY INC.    (COM) MCHP 14,239,000 95,091 5.22%
DOW INC    (COM) 13,777,000 217,712 5.05%
RUSH ENTERPRISES INC    (CL A) RUSHA 13,738,000 317,711 5.03%
MASTEC INC    (COM) MTZ 13,705,000 129,175 5.02%
WESCO INTL INC    (COM) WCC 13,448,000 130,793 4.93%
ALLIANCE DATA SYSTEMS CORP    (COM) ADS 13,038,000 125,135 4.78%
MCKESSON CORP    (COM) MCK 12,551,000 65,631 4.60%
MICROSOFT CORP    (COM) MSFT 12,130,000 44,776 4.44%
BROADCOM INC    (COM) 11,640,000 24,411 4.26%
TENNECO INC    (CL A VTG COM STK) TEN 11,135,000 576,371 4.08%
APPLE INC    (COM) AAPL 10,921,000 79,742 4.00%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 10,292,000 37,033 3.77%
ALPS ETF TR    (ALERIAN MLP) 10,227,000 280,887 3.75%
KIRBY CORP    (COM) KEX 10,013,000 165,126 3.67%
SCHLUMBERGER LTD    (COM STK) SLB 9,952,000 310,901 3.65%
UNITEDHEALTH GROUP INC    (COM) UNH 9,792,000 24,453 3.59%
MERITAGE HOMES CORP    (COM) MTH 9,107,000 96,801 3.34%
CVS HEALTH CORP    (COM) CVS 9,081,000 108,834 3.33%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 8,394,000 125,623 3.07%
NMI HLDGS INC    (CL A) NMIH 7,432,000 330,608 2.72%


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