Muhlenkamp & Co Inc
- SEC CIK
- 0001133219
- 最新申報
- 2026/8/17
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/8/18 申報。只含多頭部位。
- 持股檔數
- 33
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.70 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WCCWesco International Inc | COM | 130,575 | $1,450 萬 | 5.4% | – | – | 歷史 |
| RUSHARush Enterprises Inc | CL A | 317,711 | $1,406 萬 | 5.2% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 94,911 | $1,383 萬 | 5.1% | – | – | 歷史 |
| DOWDow Inc. | Stock | 217,319 | $1,354 萬 | 5.0% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 65,548 | $1,331 萬 | 4.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 44,701 | $1,310 萬 | 4.8% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 79,609 | $1,196 萬 | 4.4% | – | – | 歷史 |
| MTZMastec Inc | COM | 128,634 | $1,169 萬 | 4.3% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 24,370 | $1,167 萬 | 4.3% | – | – | 歷史 |
| BFHBread Financial Holdings, Inc. | COM | 124,920 | $1,122 萬 | 4.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 36,975 | $1,069 萬 | 4.0% | – | – | 歷史 |
| MTHMeritage Homes CORP | COM | 96,637 | $1,063 萬 | 3.9% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 24,412 | $1,030 萬 | 3.8% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 108,645 | $939.5 萬 | 3.5% | – | – | 歷史 |
| Tenneco Inc880349105 | CL A VTG COM STK | 575,419 | $934.5 萬 | 3.5% | – | – | – |
| KEXKirby Corp | COM | 164,851 | $916.6 萬 | 3.4% | – | – | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 280,436 | $909.5 萬 | 3.4% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 125,419 | $864.9 萬 | 3.2% | – | – | 歷史 |
| SLBSLB Limited | Stock | 310,376 | $843.9 萬 | 3.1% | – | – | 歷史 |
| NMIHNMI Holdings, Inc. | COM | 330,061 | $729.4 萬 | 2.7% | – | – | 歷史 |
| LENLennar Corp | CL A | 68,294 | $714.2 萬 | 2.6% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 19,319 | $698.6 萬 | 2.6% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 41,537 | $693.5 萬 | 2.6% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 18,184 | $636.1 萬 | 2.4% | – | – | 歷史 |
| CCJCameco Corp | Stock | 375,775 | $603.9 萬 | 2.2% | – | – | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 55,276 | $489.1 萬 | 1.8% | – | – | 歷史 |
| FNVFranco Nevada Corp | Stock | 20,853 | $317.6 萬 | 1.2% | – | – | 歷史 |
| RGLDRoyal Gold Inc | Stock | 24,350 | $276.2 萬 | 1.0% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 24,379 | $122.9 萬 | 0.5% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 10,805 | $111.2 萬 | 0.4% | – | – | 歷史 |
| EQCEQC Liquidating Trust | COM SH BEN INT | 38,348 | $101.2 萬 | 0.4% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 24,855 | $55.2 萬 | 0.2% | – | – | 歷史 |
| RUSHBRush Enterprises Inc | CL B | 6,742 | $28.5 萬 | 0.1% | – | – | 歷史 |