HoldingsChannel.com
Muhlenkamp & Co. Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
MICROSOFT CORP 125,743 -733 $16,845
     MSFT125,743-733$16,845
APPLE INC 62,914 -229 $12,452
     AAPL62,914-229$12,452
AUTOZONE INC 10,556 -14 $11,606
     AZO10,556-14$11,606
SPDR GOLD TRUST (GLD) 82,960 +272 $11,050
     GLD82,960+272$11,050
ALLIANCE DATA SYSTEMS CORP 68,623 -255 $9,616
     ADS68,623-255$9,616
MCKESSON CORP 69,428 -172 $9,330
     MCK69,428-172$9,330
RUSH ENTERPRISES INC 249,899 UNCH $9,126
     RUSHA249,899UNCH$9,126
CAMECO CORP 844,896 -2,643 $9,066
     CCJ844,896-2,643$9,066
GILEAD SCIENCES INC 132,551 -388 $8,955
     GILD132,551-388$8,955
MICROCHIP TECHNOLOGY INC 95,109 -389 $8,246
     MCHP95,109-389$8,246
FEDERATED INVS INC PA 247,158 -511 $8,033
     FII247,158-511$8,033
ALPS ETF TR (AMLP) 781,163 -2,590 $7,694
     AMLP781,163-2,590$7,694
BROADCOM INC 26,661 -86 $7,675
     AVGO26,661-86$7,675
UNITEDHEALTH GROUP INC 29,884 -20,590 $7,292
     UNH29,884-20,590$7,292
CELGENE CORP 70,621 -210 $6,528
     CELG70,621-210$6,528
DELTA AIR LINES INC DEL 114,330 -240 $6,488
     DAL114,330-240$6,488
MERITAGE HOMES CORP 117,704 +117,704 $6,043
     MTH117,704+117,704$6,043
ACUITY BRANDS INC 42,960 -141 $5,925
     AYI42,960-141$5,925
COGNIZANT TECHNOLOGY SOLUTIO 92,163 -297 $5,842
     CTSH92,163-297$5,842
CELANESE CORP DEL 49,278 -49,483 $5,312
     CE49,278-49,483$5,312
JAZZ PHARMACEUTICALS PLC 36,203 -121 $5,161
     JAZZ36,203-121$5,161
CIGNA CORP NEW 30,522 -78 $4,809
     CI30,522-78$4,809
BIOGEN INC 17,780 -63 $4,158
     BIIB17,780-63$4,158
WABTEC CORP 52,521 -174 $3,769
     WAB52,521-174$3,769
DUPONT DE NEMOURS INC 37,648 +37,648 $2,826
     DD37,648+37,648$2,826
GOLAR LNG PARTNERS LP 237,750 -600 $2,687
     GMLP237,750-600$2,687
INVESCO EXCHANGE TRADED FD T (PKW) 31,585 -608 $1,978
     PKW31,585-608$1,978
ANNALY CAP MGMT INC 205,859 -1,505 $1,879
     NLY205,859-1,505$1,879
DOW INC 37,648 +37,648 $1,856
     DOW37,648+37,648$1,856
PFIZER INC 25,785 +100 $1,117
     PFE25,785+100$1,117
CORTEVA INC 37,648 +37,648 $1,113
     CTVA37,648+37,648$1,113
ENTERPRISE PRODS PARTNERS L 24,855 -329 $718
     EPD24,855-329$718

See Full List: All Stocks Held By Muhlenkamp & Co. Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Muhlenkamp & Co. Inc.

Size ($ in 1000's)
At 06/30/2019: $205,668
At 03/31/2019: $211,056

Muhlenkamp & Co. Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Muhlenkamp & Co. Inc. 13F filings. Link to 13F filings: SEC filings

Muhlenkamp & Co. Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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