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Home > Muhlenkamp & Company
Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
APPLE INC AAPLCommon90,240-58420,371,0003,559,00009/30/2018
MICROSOFT CORP MSFTCommon162,102-71918,540,0002,484,00009/30/2018
ALLIANCE DATA SYSTEMS CORP ADSCommon70,078-44116,550,000105,00009/30/2018
UNITEDHEALTH GROUP INC UNHCommon58,221-27015,489,0001,139,00009/30/2018
Express Scripts Holding Co. ESRXCommon128,695-81612,227,0002,227,00009/30/2018
CELANESE AG CECommon100,686-59111,478,000230,00009/30/2018
GILEAD SCIENCES INC GILDCommon135,401-82310,454,000804,00009/30/2018
RUSH ENTERPRISES INC \TX\ RUSHACommon252,01209,907,000-1,025,00009/30/2018
CAMECO CORP CCJCommon862,495-4,9879,832,00073,00009/30/2018
SPDR GOLD TRUST GLDCOM83,871-5009,457,000-554,00009/30/2018
MCKESSON CORP MCKCommon70,742-3489,384,000-99,00009/30/2018
AUTOZONE INC AZOCommon10,774-618,357,0001,087,00009/30/2018
MICROCHIP TECHNOLOGY INC MCHPCommon98,227-7417,751,000-1,250,00009/30/2018
DowDuPont Inc. DWDPCommon Stock115,938-8547,456,000-243,00009/30/2018
COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSHCommon94,052-4827,256,000-211,00009/30/2018
ACUITY BRANDS INC AYICommon43,87343,8736,897,0006,897,00009/30/2018
DELTA AIR LINES INC /DE/ DALCommon115,015-2936,651,000939,00009/30/2018
BIOGEN INC. BIIBCommon18,368-6,8036,490,000-816,00009/30/2018
CELGENE CORP /DE/ CELGCommon72,116-3776,454,000697,00009/30/2018
Jazz Pharmaceuticals plc JAZZCommon36,971-1846,216,000-186,00009/30/2018
FEDERATED INVESTORS INC /PA/ FIICl B251,935-1,8506,077,000159,00009/30/2018
GameStop Corp. GMECl A259,636-1,1173,965,000166,00009/30/2018
Golar LNG Partners LP GMLPCommon243,825-9,2103,494,000-418,00009/30/2018
GasLog Partners LP GLOPCommon118,925-5802,973,000123,00009/30/2018
ANNALY CAPITAL MANAGEMENT INC NLYCommon230,184-2,8652,355,000-43,00009/30/2018
ALPS ETF Trust AMLPCommon180,969-6,7731,933,00037,00009/30/2018
Ally Financial Inc. ALLYPUT46,80001,238,0009,00009/30/2018
PFIZER INC PFECommon26,430-1,0551,165,000168,00009/30/2018
THOR INDUSTRIES INC THOCommon9,700-35,093812,000-3,550,00009/30/2018
RUSH ENTERPRISES INC \TX\ RUSHBCommon5,6660226,000-23,00009/30/2018
GILEAD SCIENCES INC GILDCOM2,2000170,00014,00009/30/2018
ELDORADO GOLD CORP ELDCommon10,00009,000-1,00009/30/2018
NASPERS LTD NPSNYCommon0-139,6250-6,998,00009/30/2018
PULTEGROUP INC/MI/ PHMCommon0-205,9510-5,921,00009/30/2018
Tencent Holdings LTD ADR TCEHYCOM0-245,6200-12,342,00009/30/2018
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