Ronald H. Muhlenkamp’s fund positions as of Q2/2011 with actual share movements:
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UNH, PM, F, LH, ORCL, INTC, ABT, BRK.B, MSFT, PNC, COV, SAH, STT, DD, PFE, HPQ, CHK, CSCO, ADS, HSP, GLW, CNX, GME, HLX, ALGT, VECO, DAL, WPRT, T, COF, FSYS, RUSHA, ARO, ALSCC, PWER, ISSC, DRWI, PHM, KBH, AMSC, RUSHB, NVGN, MSHL