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 |
|---|---|---|---|
Q1 2019Mar 31, 2019 | RUSHB Rush Enterprises, Inc. | Buy - Position Entry | +4,875 |
Q4 2018Dec 31, 2018 | RUSHB Rush Enterprises, Inc. | Sell - Position Exit | -5,666-100.0% |
Q4 2018Dec 31, 2018 | THO Thor Industries, Inc. | Sell - Position Exit | -9,700-100.0% |
Q4 2018Dec 31, 2018 | AZO AutoZone, Inc. | Sell - Position Exit | -10,774-100.0% |
Q4 2018Dec 31, 2018 | BIIB Biogen Inc. | Sell - Position Exit | -18,368-100.0% |
Q4 2018Dec 31, 2018 | PFE Pfizer, Inc. | Sell - Position Exit | -26,430-100.0% |
Q4 2018Dec 31, 2018 | PKW Invesco BuyBack Achievers ETF | Sell - Position Exit | -35,363-100.0% |
Q4 2018Dec 31, 2018 | AYI Acuity Brands, Inc. | Sell - Position Exit | -43,873-100.0% |
Q4 2018Dec 31, 2018 | UNH UnitedHealth Group Incorporated | Sell - Position Exit | -58,221-100.0% |
Q4 2018Dec 31, 2018 | BFH Bread Financial Holdings, Inc. | Sell - Position Exit | -70,078-100.0% |
Q4 2018Dec 31, 2018 | MCK McKesson Corporation | Sell - Position Exit | -70,742-100.0% |
Q4 2018Dec 31, 2018 | GLD SPDR Gold Trust | Sell - Position Exit | -83,871-100.0% |
Q4 2018Dec 31, 2018 | AAPL Apple Inc. | Sell - Position Exit | -90,240-100.0% |
Q4 2018Dec 31, 2018 | CTSH Cognizant Technology Solutions | Sell - Position Exit | -94,052-100.0% |
Q4 2018Dec 31, 2018 | MCHP Microchip Technology Incorporat | Sell - Position Exit | -98,227-100.0% |
Q4 2018Dec 31, 2018 | CE Celanese Corporation | Sell - Position Exit | -100,686-100.0% |
Q4 2018Dec 31, 2018 | DAL Delta Air Lines, Inc. | Sell - Position Exit | -115,015-100.0% |
Q4 2018Dec 31, 2018 | GILD Gilead Sciences, Inc. | Sell - Position Exit | -135,401-100.0% |
Q4 2018Dec 31, 2018 | MSFT Microsoft Corporation | Sell - Position Exit | -162,102-100.0% |
Q4 2018Dec 31, 2018 | FHI Federated Hermes, Inc. | Sell - Position Exit | -251,935-100.0% |
Q4 2018Dec 31, 2018 | RUSHA Rush Enterprises, Inc. | Sell - Position Exit | -252,012-100.0% |
Q4 2018Dec 31, 2018 | GME GameStop Corporation | Sell - Position Exit | -259,636-100.0% |
Q4 2018Dec 31, 2018 | CCJ Cameco Corporation | Sell - Position Exit | -862,495-100.0% |
Q3 2018Sep 30, 2018 | AYI Acuity Brands, Inc. | Buy - Position Entry | +43,873 |
Q3 2018Sep 30, 2018 | AZO AutoZone, Inc. | Sell | -61-0.6% |
Q3 2018Sep 30, 2018 | UNH UnitedHealth Group Incorporated | Sell | -270-0.5% |
Q3 2018Sep 30, 2018 | DAL Delta Air Lines, Inc. | Sell | -293-0.3% |
Q3 2018Sep 30, 2018 | MCK McKesson Corporation | Sell | -348-0.5% |
Q3 2018Sep 30, 2018 | BFH Bread Financial Holdings, Inc. | Sell | -441-0.6% |
Q3 2018Sep 30, 2018 | CTSH Cognizant Technology Solutions | Sell | -482-0.5% |