Ronald Muhlenkamp - Muhlenkamp & Co 13F Activity & Position Changes (Q3 2013)

According to the SEC 13F filed on Aug 18, 2026, the Muhlenkamp & Co portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2013. 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 Q3 2013, the filing reported:

New Buys - Capital One Financial Corporati

Increases - Asbury Automotive Group Inc, American International Group, I, Allegiant Travel Company, American Axle & Manufacturing H, Bread Financial Holdings, Inc., and 16 more

Reductions - Apple Inc., Clean Energy Fuels Corp., Discover Financial Services, Globus Medical, Inc., Halliburton Company, and 7 more

Complete Exits - Corning Incorporated, Intel Corporation, Intuitive Surgical, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2013	AAPL Apple Inc.	Apple Inc.	Sell	-4,884	-26.6%	$6.43K	13,495
Q3 2013	ABG Asbury Automotive Group Inc	Asbury Automotive Group Inc	Buy	+2,515	+1.2%	$11.51K	216,255
Q3 2013	AIG American International Group, I	American International Group, I	Buy	+1,630	+0.4%	$18.00K	370,085
Q3 2013	ALGT Allegiant Travel Company	Allegiant Travel Company	Buy	+350	+0.4%	$9.81K	93,110
Q3 2013	AXL American Axle & Manufacturing H	American Axle & Manufacturing H	Buy	+1,980	+0.4%	$10.82K	548,530
Q3 2013	BFH Bread Financial Holdings, Inc.	Bread Financial Holdings, Inc.	Buy	+90	+0.1%	$37.54K	177,500
Q3 2013	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+385	+0.3%	$12.89K	113,585
Q3 2013	C Citigroup, Inc.	Citigroup, Inc.	Buy	+1,700	+0.5%	$16.18K	333,450
Q3 2013	CLNE Clean Energy Fuels Corp.	Clean Energy Fuels Corp.	Sell	-270	-0.1%	$5.75K	450,515
Q3 2013	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy - Position Entry	+51,885	-	$3.57K	51,885
Q3 2013	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+100,880	+206.4%	$3.51K	149,749
Q3 2013	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Buy	+647,280	+835.4%	$17.10K	724,765
Q3 2013	DFS Discover Financial Services	Discover Financial Services	Sell	-1,085	-3.0%	$1.77K	35,125
Q3 2013	GILD Gilead Sciences, Inc.	Gilead Sciences, Inc.	Buy	+855	+0.5%	$11.78K	187,380
Q3 2013	GLW Corning Incorporated	Corning Incorporated	Sell - Position Exit	-590,827	-100.0%	$0.00	-
Q3 2013	GM General Motors Company	General Motors Company	Buy	+2,115	+0.5%	$16.52K	459,165
Q3 2013	GMED Globus Medical, Inc.	Globus Medical, Inc.	Sell	-2,345	-2.4%	$1.64K	93,805
Q3 2013	HAL Halliburton Company	Halliburton Company	Sell	-198,090	-45.3%	$11.52K	239,285
Q3 2013	HBI Hanesbrands Inc.	Hanesbrands Inc.	Sell	-730	-1.8%	$2.47K	39,635
Q3 2013	IBM International Business Machines	International Business Machines	Sell	-215	-4.3%	$892.00	4,815
Q3 2013	INTC Intel Corporation	Intel Corporation	Sell - Position Exit	-196,800	-100.0%	$0.00	-
Q3 2013	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell - Position Exit	-2,308	-100.0%	$0.00	-
Q3 2013	ISSC Innovative Solutions and Suppor	Innovative Solutions and Suppor	Buy	+270	+0.1%	$3.20K	402,189
Q3 2013	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+1,265	+0.3%	$23.15K	447,820
Q3 2013	LNC Lincoln National Corporation	Lincoln National Corporation	Buy	+2,585	+0.8%	$12.90K	307,280
Q3 2013	LSCC Lattice Semiconductor Corporati	Lattice Semiconductor Corporati	Sell	-4,410	-0.7%	$2.84K	635,860
Q3 2013	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+1,315	+0.2%	$21.69K	651,750
Q3 2013	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Buy	+2,865	+0.6%	$11.39K	484,765
Q3 2013	OLED Universal Display Corporation	Universal Display Corporation	Sell	-1,255	-0.6%	$6.54K	204,030
Q3 2013	ORCL Oracle Corporation	Oracle Corporation	Buy	+2,450	+0.5%	$17.64K	531,753

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