Muhlenkamp Co Inc (1133219) Portfolio


Number of Companies: 38
Inflow: $15,725 K
Outflow: $-11,134 K
Net Flow: $4,590 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3013 9 Mckesson Corp (MCK) Health Care Supply Chain 46,183 New Holding 46,183 $186.65 $8,620 $8,620
2596 18 Community Health Systems Inc (CYH) Health Care Facilities 377,245 New Holding 377,245 $12.05 $4,545 $4,545
3021 55 Celgene Corp (CELG) Biotech 19,809 New Holding 19,809 $98.63 $1,953 $1,953
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 4,000 New Holding 4,000 $93.74 $374 $374
2661 28 Lyondellbasell Indu-Cl A (LYB) Basic And Diversified Chemicals 3,000 New Holding 3,000 $74.42 $223 $223
1862 5 Rush Enterprises Inc - Cl B (RUSHB) Automotive Retailers 95,927 Added More 370 $20.79 $7 $1,994
2979 53 Cisco Systems Inc (CSCO) Communications Equipment 19,000 No Change 0 $28.69 $0 $545
305 2 American Axle And Mfg Holdings (AXL) Auto Parts 22,600 No Change 0 $14.48 $0 $327
2115 18 Teekay Tankers Ltd-Class A (TNK) Marine Shipping 49,075 No Change 0 $2.98 $0 $146
2148 8 Rush Enterprises Inc-Cl A (RUSHA) Automotive Retailers 385,002 No Change 0 $21.55 $0 $8,296
2856 20 Kinder Morgan Inc (KMI) Midstream Oil And Gas 14,570 No Change 0 $18.72 $0 $272
2893 52 Halliburton Co (HAL) Oil And Gas Services And Equip 100,000 No Change 0 $45.29 $0 $4,529
2265 23 Golar Lng Ltd (GLNG) Marine Shipping 17,210 No Change 0 $15.50 $0 $266
2484 13 Pultegroup Inc (PHM) Homebuilders 13,000 No Change 0 $19.49 $0 $253
910 27 Bellatrix Exploration Ltd (BXE) Exploration And Production 788,265 Sold Some -330 $0.99 $-0 $780
963 28 Rex Energy Corp (REXX) Exploration And Production 668,987 Sold Some -14,492 $0.66 $-9 $441
2993 54 Schlumberger Ltd (SLB) Oil And Gas Services And Equip 60,080 Sold Some -230 $79.08 $-18 $4,751
2921 14 Delta Air Lines Inc (DAL) Airlines 133,705 Sold Some -545 $36.43 $-19 $4,870
1411 32 Quicklogic Corp (QUIK) Semiconductor Devices 0 Sold All -21,815 $0.97 $-21 $0
2739 9 Teva Pharmaceutical (TEVA) Generic Pharma 176,655 Sold Some -505 $50.23 $-25 $8,873
2595 9 Spirit Airlines Inc (SAVE) Airlines 192,555 Sold Some -760 $44.87 $-34 $8,639
3053 58 Biogen Inc (BIIB) Biotech 26,703 Sold Some -150 $241.82 $-36 $6,457
3063 12 Unitedhealth Group Inc (UNH) Managed Care 60,220 Sold Some -260 $141.20 $-36 $8,503
2322 70 Neustar Inc-Class A (NSR) Application Software 307,680 Sold Some -1,710 $23.51 $-40 $7,233
445 5 Celanese Corp-Series A (CE) Basic And Diversified Chemicals 124,570 Sold Some -700 $65.45 $-45 $8,153
3031 8 Pfizer Inc (PFE) Large Pharma 37,049 Sold Some -1,360 $35.21 $-47 $1,304
534 1 Lannett Co Inc (LCI) Generic Pharma 404,405 Sold Some -2,195 $23.79 $-52 $9,620
2016 43 Dsp Group Inc (DSPG) Semiconductor Devices 13,960 Sold Some -5,095 $10.61 $-54 $148
3079 54 Apple Inc (AAPL) Communications Equipment 150,630 Sold Some -574 $95.60 $-54 $14,400
3072 34 Microsoft Corp (MSFT) Infrastructure Software 235,538 Sold Some -1,125 $51.17 $-57 $12,052
2231 17 Hanesbrands Inc (HBI) Apparel Footwear And Acc Design 399,155 Sold Some -2,315 $25.13 $-58 $10,030
3051 57 Gilead Sciences Inc (GILD) Biotech 220,200 Sold Some -990 $83.42 $-82 $18,369
286 3 Annaly Capital Management In (NLY) Mortgage Finance 253,485 Sold Some -8,170 $11.07 $-90 $2,806
2925 29 Alliance Data Systems Corp (ADS) Consumer Finance 120,854 Sold Some -467 $195.92 $-91 $23,677
2950 8 General Motors Co (GM) Automobiles 0 Sold All -6,400 $28.30 $-181 $0
3014 6 Bristol-Myers Squibb Co (BMY) Large Pharma 181,340 Sold Some -30,860 $73.55 $-2,269 $13,337
533 1 Allegiant Travel Co (ALGT) Airlines 34,001 Sold Some -18,475 $151.50 $-2,798 $5,151
2869 51 Baker Hughes Inc (BHI) Oil And Gas Services And Equip 0 Sold All -110,965 $45.13 $-5,007 $0