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Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
RUSH ENTERPRISES INC \TX\ RUSHACommon317,074124,38813,133,0003,395,00012/31/2020
MICROCHIP TECHNOLOGY INC MCHPCommon94,983-39413,118,0003,317,00012/31/2020
DOW CHEMICAL CO /DE/ DOWCOM225,1301612,495,0001,903,00012/31/2020
MCKESSON CORP MCKCommon71,05520412,358,0001,806,00012/31/2020
MASTEC INC MTZCommon166,77029411,370,0004,345,00012/31/2020
Broadcom Ltd AVGOCOM24,3808310,675,0001,823,00012/31/2020
Apple Inc. AAPLCommon79,56551410,557,0001,402,00012/31/2020
WESCO INTERNATIONAL INC WCCCommon130,683130,68310,259,00010,259,00012/31/2020
MICROSOFT CORP MSFTCommon44,6952509,941,000593,00012/31/2020
Meritage Homes CORP MTHCommon118,5883669,821,000-3,230,00012/31/2020
ALLIANCE DATA SYSTEMS CORP ADSCommon125,1028319,270,0004,053,00012/31/2020
BERKSHIRE HATHAWAY INC BRK/BCommon36,9192308,560,000747,00012/31/2020
UNITEDHEALTH GROUP INC UNHCommon24,3781448,549,000994,00012/31/2020
KIRBY CORP KEXCommon164,90378,4088,547,0005,418,00012/31/2020
SPDR GOLD TRUST GLDGOLD SHS47,559-22,0958,483,000-3,854,00012/31/2020
Jazz Pharmaceuticals plc JAZZCommon50,4602138,328,0001,163,00012/31/2020
BRISTOL MYERS SQUIBB CO BMYCommon125,1389137,762,000272,00012/31/2020
NMI Holdings, Inc. NMIHCommon329,1972,5907,456,0001,642,00012/31/2020
CVS HEALTH Corp CVSCommon108,3118527,398,0001,122,00012/31/2020
LENNAR CORP /NEW/ LENCL A93,2456127,108,000-458,00012/31/2020
LOCKHEED MARTIN CORP LMTCommon19,2091706,819,000-478,00012/31/2020
ALPS ETF Trust AMLPCommon257,6922,9366,612,0001,522,00012/31/2020
TENNECO INC TENCommon575,3778,9236,099,0002,168,00012/31/2020
Baidu, Inc. BIDUSPON ADR REP A27,03327,0335,846,0005,846,00012/31/2020
CAMECO CORP CCJCommon384,5513075,153,0001,272,00012/31/2020
BIOGEN INC. BIIBCommon18,147944,443,000-678,00012/31/2020
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP WABCommon54,9647714,023,000670,00012/31/2020
SCHLUMBERGER LIMITED/NV SLBCommon179,410179,4103,917,0003,917,00012/31/2020
GILEAD SCIENCES INC GILDCommon50,8036432,960,000-210,00012/31/2020
FRANCO NEVADA Corp FNVCOM17,36817,3682,177,0002,177,00012/31/2020
ROYAL GOLD INC RGLDCOM STK19,92419,9242,119,0002,119,00012/31/2020
PFIZER INC PFECommon23,739-28874,0002,00012/31/2020
MORGAN STANLEY MSCommon10,8050740,000218,00012/31/2020
COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSHCommon8,998992737,000181,00012/31/2020
ENTERPRISE PRODUCTS PARTNERS L.P. EPDCommon24,8550487,00095,00012/31/2020
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