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Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
ALLIANCE DATA SYSTEMS CORP ADSCommon118,787-41729,578-27,208,42203/31/2017
APPLE INC AAPLCommon148,281-73121,302-17,237,69803/31/2017
ON SEMICONDUCTOR CORP ONCommon1,240,770-5,23519,220-15,879,78003/31/2017
GILEAD SCIENCES INC GILDCommon225,72512,73015,331-15,237,66903/31/2017
MICROSOFT CORP MSFTCommon232,538-47515,315-14,463,68503/31/2017
CELANESE AG CECommon122,320-30010,990-9,644,01003/31/2017
LANNETT CO INC LCICommon486,510-17,86910,873-11,111,12703/31/2017
MCKESSON CORP MCKCommon71,430-33710,590-10,069,41003/31/2017
Hanesbrands Inc. HBICommon499,29633,42010,365-10,038,63503/31/2017
SPDR GOLD TRUST GLDCOM84,705-74010,056-9,355,94403/31/2017
BRISTOL MYERS SQUIBB CO BMYCommon178,201-7609,691-10,448,30903/31/2017
UNITEDHEALTH GROUP INC UNHCommon59,020-759,680-9,448,32003/31/2017
CAMECO CORP CCJCommon871,688320,2969,650-5,763,35003/31/2017
Spirit Airlines, Inc. SAVECOM181,205-1,3809,617-10,554,38303/31/2017
CELGENE CORP /DE/ CELGCommon72,493-1959,020-8,404,98003/31/2017
RUSH ENTERPRISES INC \TX\ RUSHACommon252,012-132,9908,337-12,273,66303/31/2017
FEDERATED INVESTORS INC /PA/ FIICl B299,221-6457,881-8,472,11903/31/2017
TWENTY-FIRST CENTURY FOX, INC. FOXACL A242,290242,2907,8487,84803/31/2017
DOW CHEMICAL CO /DE/ DOWCommon118,055118,0557,5017,50103/31/2017
MICROCHIP TECHNOLOGY INC MCHPCommon99,81099,8107,3647,36403/31/2017
BIOGEN INC. BIIBCommon25,5572,2786,988-6,594,01203/31/2017
DELTA AIR LINES INC /DE/ DALCommon132,875-956,107-6,534,89303/31/2017
Golar LNG Partners LP GMLPCommon261,040-6705,832-6,286,16803/31/2017
GameStop Corp. GMECl A257,964-5,1605,817-6,641,18303/31/2017
SCHLUMBERGER LIMITED/NV SLBCommon73,125-6465,711-6,187,28903/31/2017
UNIVERSAL DISPLAY CORP \PA\ OLEDCommon57,560-17,7004,956-4,232,04403/31/2017
Dynagas LNG Partners LP DLNGCommon205,997-9403,630-3,303,37003/31/2017
GasLog Partners LP GLOPCommon143,010153,504-2,935,49603/31/2017
TEVA PHARMACEUTICAL INDUSTRIES LTD TEVAADR106,645-133,2443,422-8,692,57803/31/2017
ANNALY CAPITAL MANAGEMENT INC NLYCommon238,4806,0552,650-2,314,35003/31/2017
Allegiant Travel CO ALGTCommon15,646-18,7442,507-5,719,49303/31/2017
VORNADO REALTY TRUST VNOSH BEN INT21,00002,107-2,189,89303/31/2017
GILEAD SCIENCES INC GILDCOM28,60013,8001,943-1,057,05703/31/2017
POWERSHARES EXCHANGE TRADED FUND TRUST PKWCommon35,250-1,2601,831-1,840,16903/31/2017
FORD MOTOR CO FPUT110,00001,280-1,332,72003/31/2017
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