Ronald Muhlenkamp - Muhlenkamp & Co 13F Activity & Position Changes (Q2 2013)
As of Jun 30, 2013, the Muhlenkamp & Co portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 06, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2013, the filing reported:
New Buys - Apple Inc., Asbury Automotive Group Inc, American International Group, I, Allegiant Travel Company, American Axle & Manufacturing H, and 35 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2013
|
AAPL
Apple Inc.
|
Buy - Position Entry |
+18,379
|
|
Q2 2013
|
ABG
Asbury Automotive Group Inc
|
Buy - Position Entry |
+213,740
|
|
Q2 2013
|
AIG
American International Group, I
|
Buy - Position Entry |
+368,455
|
|
Q2 2013
|
ALGT
Allegiant Travel Company
|
Buy - Position Entry |
+92,760
|
|
Q2 2013
|
AXL
American Axle & Manufacturing H
|
Buy - Position Entry |
+546,550
|
|
Q2 2013
|
BFH
Bread Financial Holdings, Inc.
|
Buy - Position Entry |
+177,410
|
|
Q2 2013
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy - Position Entry |
+113,200
|
|
Q2 2013
|
C
Citigroup, Inc.
|
Buy - Position Entry |
+331,750
|
|
Q2 2013
|
CLNE
Clean Energy Fuels Corp.
|
Buy - Position Entry |
+450,785
|
|
Q2 2013
|
CRUS
Cirrus Logic, Inc.
|
Buy - Position Entry |
+210,600
|
|
Q2 2013
|
CSCO
Cisco Systems, Inc.
|
Buy - Position Entry |
+48,869
|
|
Q2 2013
|
DAL
Delta Air Lines, Inc.
|
Buy - Position Entry |
+77,485
|
|
Q2 2013
|
DFS
Discover Financial Services
|
Buy - Position Entry |
+36,210
|
|
Q2 2013
|
GILD
Gilead Sciences, Inc.
|
Buy - Position Entry |
+186,525
|
|
Q2 2013
|
GLW
Corning Incorporated
|
Buy - Position Entry |
+590,827
|
|
Q2 2013
|
GM
General Motors Company
|
Buy - Position Entry |
+457,050
|
|
Q2 2013
|
GMED
Globus Medical, Inc.
|
Buy - Position Entry |
+96,150
|
|
Q2 2013
|
HAL
Halliburton Company
|
Buy - Position Entry |
+437,375
|
|
Q2 2013
|
HBI
Hanesbrands Inc.
|
Buy - Position Entry |
+40,365
|
|
Q2 2013
|
IBM
International Business Machines
|
Buy - Position Entry |
+5,030
|
|
Q2 2013
|
INTC
Intel Corporation
|
Buy - Position Entry |
+196,800
|
|
Q2 2013
|
ISRG
Intuitive Surgical, Inc.
|
Buy - Position Entry |
+2,308
|
|
Q2 2013
|
ISSC
Innovative Solutions and Suppor
|
Buy - Position Entry |
+401,919
|
|
Q2 2013
|
JPM
JP Morgan Chase & Co.
|
Buy - Position Entry |
+446,555
|
|
Q2 2013
|
LNC
Lincoln National Corporation
|
Buy - Position Entry |
+304,695
|
|
Q2 2013
|
LSCC
Lattice Semiconductor Corporati
|
Buy - Position Entry |
+640,270
|
|
Q2 2013
|
MS
Morgan Stanley
|
Buy - Position Entry |
+11,260
|
|
Q2 2013
|
MSFT
Microsoft Corporation
|
Buy - Position Entry |
+650,435
|
|
Q2 2013
|
MYGN
Myriad Genetics, Inc.
|
Buy - Position Entry |
+481,900
|
|
Q2 2013
|
OLED
Universal Display Corporation
|
Buy - Position Entry |
+205,285
|
Page 1 of 2