Ronald Muhlenkamp - Muhlenkamp & Co Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 13, 2025 | |
| Total Stocks | 26 | |
| Portfolio Value | $305.65M |
Muhlenkamp & Co Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2020Jun 30, 2020 | MCK McKesson Corporation | Buy - Position Entry | +70,539 |
Q2 2020Jun 30, 2020 | GLD SPDR Gold Trust | Buy - Position Entry | +69,589 |
Q2 2020Jun 30, 2020 | WAB Westinghouse Air Brake Technolo | Buy - Position Entry | +53,294 |
Q2 2020Jun 30, 2020 | GILD Gilead Sciences, Inc. | Buy - Position Entry | +49,415 |
Q2 2020Jun 30, 2020 | AAPL Apple Inc. | Buy - Position Entry | +39,103 |
Q2 2020Jun 30, 2020 | BRK-B Berkshire Hathaway Inc. New | Buy - Position Entry | +36,404 |
Q2 2020Jun 30, 2020 | EPD Enterprise Products Partners L. | Buy - Position Entry | +24,855 |
Q2 2020Jun 30, 2020 | AVGO Broadcom Inc. | Buy - Position Entry | +24,153 |
Q2 2020Jun 30, 2020 | UNH UnitedHealth Group Incorporated | Buy - Position Entry | +24,047 |
Q2 2020Jun 30, 2020 | PFE Pfizer, Inc. | Buy - Position Entry | +23,922 |
Q2 2020Jun 30, 2020 | LMT Lockheed Martin Corporation | Buy - Position Entry | +18,884 |
Q2 2020Jun 30, 2020 | BIIB Biogen Inc. | Buy - Position Entry | +17,831 |
Q2 2020Jun 30, 2020 | MS Morgan Stanley | Buy - Position Entry | +10,805 |
Q2 2020Jun 30, 2020 | CTSH Cognizant Technology Solutions | Buy - Position Entry | +5,981 |
Q1 2020Mar 31, 2020 | AZO AutoZone, Inc. | Sell - Position Exit | -3,835-100.0% |
Q1 2020Mar 31, 2020 | RUSHB Rush Enterprises, Inc. | Sell - Position Exit | -4,430-100.0% |
Q1 2020Mar 31, 2020 | CTSH Cognizant Technology Solutions | Sell - Position Exit | -6,467-100.0% |
Q1 2020Mar 31, 2020 | UNH UnitedHealth Group Incorporated | Sell - Position Exit | -10,369-100.0% |
Q1 2020Mar 31, 2020 | MS Morgan Stanley | Sell - Position Exit | -10,805-100.0% |
Q1 2020Mar 31, 2020 | BIIB Biogen Inc. | Sell - Position Exit | -17,768-100.0% |
Q1 2020Mar 31, 2020 | LMT Lockheed Martin Corporation | Sell - Position Exit | -18,889-100.0% |
Q1 2020Mar 31, 2020 | AVGO Broadcom Inc. | Sell - Position Exit | -24,118-100.0% |
Q1 2020Mar 31, 2020 | EPD Enterprise Products Partners L. | Sell - Position Exit | -24,855-100.0% |
Q1 2020Mar 31, 2020 | PFE Pfizer, Inc. | Sell - Position Exit | -25,014-100.0% |
Q1 2020Mar 31, 2020 | CI The Cigna Group | Sell - Position Exit | -31,131-100.0% |
Q1 2020Mar 31, 2020 | BRK-B Berkshire Hathaway Inc. New | Sell - Position Exit | -36,318-100.0% |
Q1 2020Mar 31, 2020 | GILD Gilead Sciences, Inc. | Sell - Position Exit | -39,475-100.0% |
Q1 2020Mar 31, 2020 | AYI Acuity Brands, Inc. | Sell - Position Exit | -42,970-100.0% |
Q1 2020Mar 31, 2020 | CE Celanese Corporation | Sell - Position Exit | -49,326-100.0% |
Q1 2020Mar 31, 2020 | WAB Westinghouse Air Brake Technolo | Sell - Position Exit | -52,567-100.0% |