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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: 2019-11-27) --- full portfolio
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
MICROSOFT CORP    (COM) MSFT 15,395,000 110,728 7.50%
APPLE INC    (COM) AAPL 14,093,000 62,923 6.87%
SPDR GOLD TRUST    (GOLD SHS) GLD 11,521,000 82,960 5.61%
RUSH ENTERPRISES INC    (CL A) RUSHA 9,641,000 249,899 4.70%
MCKESSON CORP    (COM) MCK 9,640,000 70,538 4.69%
MICROCHIP TECHNOLOGY INC    (COM) MCHP 8,838,000 95,119 4.30%
ALLIANCE DATA SYSTEMS CORP    (COM) ADS 8,795,000 68,640 4.28%
GILEAD SCIENCES INC    (COM) GILD 8,405,000 132,609 4.09%
MERITAGE HOMES CORP    (COM) MTH 8,285,000 117,765 4.03%
CAMECO CORP    (COM) CCJ 8,027,000 844,996 3.91%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 7,556,000 36,322 3.68%
LOCKHEED MARTIN CORP    (COM) LMT 7,367,000 18,888 3.59%
ALPS ETF TR    (ALERIAN MLP) AMLP 7,144,000 781,601 3.48%
CELGENE CORP    (COM) CELG 7,016,000 70,655 3.42%
ANNALY CAP MGMT INC    (COM) NLY 6,677,000 758,735 3.25%
DELTA AIR LINES INC DEL    (COM NEW) DAL 6,585,000 114,330 3.21%
CELANESE CORP DEL    (COM) CE 6,024,000 49,263 2.93%
ACUITY BRANDS INC    (COM) AYI 5,792,000 42,970 2.82%
BROADCOM INC    (COM) 5,569,000 20,173 2.71%
COGNIZANT TECHNOLOGY SOLUTIO    (CL A) CTSH 5,558,000 92,225 2.70%


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