HoldingsChannel.com
Muhlenkamp & Co. Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
MICROSOFT CORP 110,728 -15,015 $15,395
     MSFT110,728-15,015$15,395
APPLE INC 62,923 +9 $14,093
     AAPL62,923+9$14,093
SPDR GOLD TRUST (GLD) 82,960 UNCH $11,521
     GLD82,960UNCH$11,521
RUSH ENTERPRISES INC 249,899 UNCH $9,641
     RUSHA249,899UNCH$9,641
MCKESSON CORP 70,538 +1,110 $9,640
     MCK70,538+1,110$9,640
MICROCHIP TECHNOLOGY INC 95,119 +10 $8,838
     MCHP95,119+10$8,838
ALLIANCE DATA SYSTEMS CORP 68,640 +17 $8,795
     ADS68,640+17$8,795
GILEAD SCIENCES INC 132,609 +58 $8,405
     GILD132,609+58$8,405
MERITAGE HOMES CORP 117,765 +61 $8,285
     MTH117,765+61$8,285
CAMECO CORP 844,996 +100 $8,027
     CCJ844,996+100$8,027
BERKSHIRE HATHAWAY INC DEL      $7,556
     BRK.B36,322+36,322$7,556
LOCKHEED MARTIN CORP 18,888 +18,888 $7,367
     LMT18,888+18,888$7,367
ALPS ETF TR (AMLP) 781,601 +438 $7,144
     AMLP781,601+438$7,144
CELGENE CORP 70,655 +34 $7,016
     CELG70,655+34$7,016
ANNALY CAP MGMT INC 758,735 +552,876 $6,677
     NLY758,735+552,876$6,677
DELTA AIR LINES INC DEL 114,330 UNCH $6,585
     DAL114,330UNCH$6,585
CELANESE CORP DEL 49,263 -15 $6,024
     CE49,263-15$6,024
ACUITY BRANDS INC 42,970 +10 $5,792
     AYI42,970+10$5,792
BROADCOM INC 20,173 -6,488 $5,569
     AVGO20,173-6,488$5,569
COGNIZANT TECHNOLOGY SOLUTIO 92,225 +62 $5,558
     CTSH92,225+62$5,558
JAZZ PHARMACEUTICALS PLC 36,242 +39 $4,644
     JAZZ36,242+39$4,644
CIGNA CORP NEW 30,522 UNCH $4,633
     CI30,522UNCH$4,633
CVS HEALTH CORP 70,035 +70,035 $4,417
     CVS70,035+70,035$4,417
AUTOZONE INC 3,829 -6,727 $4,153
     AZO3,829-6,727$4,153
BIOGEN INC 17,774 -6 $4,138
     BIIB17,774-6$4,138
WABTEC CORP 52,547 +26 $3,776
     WAB52,547+26$3,776
GOLAR LNG PARTNERS LP 237,620 -130 $2,276
     GMLP237,620-130$2,276
UNITEDHEALTH GROUP INC 10,322 -19,562 $2,243
     UNH10,322-19,562$2,243
INVESCO EXCHANGE TRADED FD T (PKW) 31,400 -185 $1,965
     PKW31,400-185$1,965
DOW INC 37,648 UNCH $1,794
     DOW37,648UNCH$1,794
CORTEVA INC 37,648 UNCH $1,054
     CTVA37,648UNCH$1,054
PFIZER INC 25,689 -96 $923
     PFE25,689-96$923
ENTERPRISE PRODS PARTNERS L 24,855 UNCH $710
     EPD24,855UNCH$710

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 09/30/2019: $205,115
At 06/30/2019: $205,668

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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