0001133219-14-000004.txt : 20140814
0001133219-14-000004.hdr.sgml : 20140814
20140814163546
ACCESSION NUMBER: 0001133219-14-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140630
FILED AS OF DATE: 20140814
DATE AS OF CHANGE: 20140814
EFFECTIVENESS DATE: 20140814
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MUHLENKAMP & CO INC
CENTRAL INDEX KEY: 0001133219
IRS NUMBER: 251405412
STATE OF INCORPORATION: PA
FISCAL YEAR END: 0930
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-03447
FILM NUMBER: 141043536
BUSINESS ADDRESS:
STREET 1: 5000 STONEWOOD DRIVE, STE. 300
CITY: WEXFORD
STATE: PA
ZIP: 15090
BUSINESS PHONE: 7249355520
MAIL ADDRESS:
STREET 1: 5000 STONEWOOD DRIVE, STE. 300
CITY: WEXFORD
STATE: PA
ZIP: 15090
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001133219
XXXXXXXX
06-30-2014
06-30-2014
MUHLENKAMP & CO INC
5000 STONEWOOD DRIVE, STE. 300
WEXFORD
PA
15090
13F HOLDINGS REPORT
028-03447
N
John H Kunkle
Analyst
724-934-5126
John H Kunkle
Wexford
PA
08-14-2014
0
61
566811
false
INFORMATION TABLE
2
063014.xml
JUNE
ALLEGIANT TRAVEL CO
COM
01748X102
11134
94540
SH
SOLE
0
94540
0
ALLIANCE DATA SYS CORP COM
COM
018581108
48284
171675
SH
SOLE
0
171675
0
AMERICAN AXLE & MFG COM
COM
024061103
10872
575545
SH
SOLE
0
575545
0
AMERICAN POWER GROUP CORP
COM
02906V102
59
79010
SH
SOLE
0
79010
0
ARRIS GROUP INC NEW COM
COM
04270V106
15251
468835
SH
SOLE
0
468835
0
ASBURY AUTOMOTIVE GP COM
COM
043436104
9892
143900
SH
SOLE
0
143900
0
American International Group
COM
026874784
20781
380745
SH
SOLE
0
380745
0
Annaly Mortgage Management
COM
035710409
2938
257065
SH
SOLE
0
257065
0
Apple Computer Inc.
COM
037833100
8978
96614
SH
SOLE
0
96614
0
BELLATRIX EXPLORATION COM
COM
078314101
3631
416835
SH
SOLE
0
416835
0
BOARDWALK PIPELIN PTNR UT LTD
COM
096627104
222
12000
SH
SOLE
0
12000
0
Berkshire Hathaway CL B
COM
084670702
14912
117825
SH
SOLE
0
117825
0
Bristol Myers Squibb
COM
110122108
10321
212770
SH
SOLE
0
212770
0
CELGENE CORP COM
COM
151020104
12379
144140
SH
SOLE
0
144140
0
CHICAGO BRIDGE & IRON COM
COM
167250109
11126
163140
SH
SOLE
0
163140
0
CLEAN ENERGY FUELS CRP COM
COM
184499101
10364
884260
SH
SOLE
0
884260
0
COVIDIEN PLC SHS
COM
G2554F113
16429
182180
SH
SOLE
0
182180
0
Cisco Systems Inc
COM
17275R102
4047
162854
SH
SOLE
0
162854
0
Citigroup Inc.
COM
172967424
16034
340425
SH
SOLE
0
340425
0
DIRECTV GROUP INC COM
COM
25490a309
16461
193638
SH
SOLE
0
193638
0
DISCOVER FINL SVCS COM
COM
254709108
2757
44485
SH
SOLE
0
44485
0
DSP GROUP INC COM
COM
23332B106
99
11700
SH
SOLE
0
11700
0
Delta Air Lines
COM
247361702
29269
755915
SH
SOLE
0
755915
0
ELDORADO GOLD CORP NEW COM
COM
284902103
864
113045
SH
SOLE
0
113045
0
EZCHIP SEMICONDUCTOR
COM
M4146Y108
8575
332735
SH
SOLE
0
332735
0
FLYHT AEROSPACE SOLUTI COM
COM
30252U105
7
22000
SH
SOLE
0
22000
0
Forest Oil
COM
346091705
53
23060
SH
SOLE
0
23060
0
GILEAD SCIENCES INC COM
COM
375558103
11998
144715
SH
SOLE
0
144715
0
General Electric
COM
369604103
2164
82345
SH
SOLE
0
82345
0
General Motors Co.
COM
37045V100
8215
226310
SH
SOLE
0
226310
0
HANESBRANDS INC COM
COM
410345102
7756
78790
SH
SOLE
0
78790
0
Halliburton Co.
COM
406216101
17620
248135
SH
SOLE
0
248135
0
INNOVATIVE SOLTNS&SUPP COM
COM
45769N105
2981
400689
SH
SOLE
0
400689
0
International Business Machine
COM
459200101
937
5170
SH
SOLE
0
5170
0
J.P. Morgan Chase & Co.
COM
46625H100
26335
457045
SH
SOLE
0
457045
0
KBR INC COM
COM
48242W106
1113
46655
SH
SOLE
0
46655
0
LATTICE SEMICONDUCTOR CORP
COM
518415104
4520
547880
SH
SOLE
0
547880
0
LINCOLN NATL CORP IND COM
COM
534187109
15856
308235
SH
SOLE
0
308235
0
MAGNUM HUNTER RES CORP COM
COM
55973B102
4824
588270
SH
SOLE
0
588270
0
Microsoft Corp
COM
594918104
16370
392575
SH
SOLE
0
392575
0
Morgan Stanley
COM
617446448
10183
314970
SH
SOLE
0
314970
0
NEUSTAR INC CL A
COM
64126X201
6269
240915
SH
SOLE
0
240915
0
Oracle Corp
COM
68389X105
22039
543775
SH
SOLE
0
543775
0
Pfizer Inc
COM
717081103
1217
41019
SH
SOLE
0
41019
0
Pulte Homes, Inc.
COM
745867101
3474
172335
SH
SOLE
0
172335
0
QUANTUM FUEL SYS TECH COM NEW
COM
74765E307
1329
230015
SH
SOLE
0
230015
0
REX ENERGY CORP
COM
761565100
14938
843460
SH
SOLE
0
843460
0
Rush Enterprises CLA
COM
781846209
13348
385002
SH
SOLE
0
385002
0
Rush Enterprises CLB
COM
781846308
2689
85502
SH
SOLE
0
85502
0
SONIC AUTOMOTIVE INC CL A
COM
83545G102
15394
576990
SH
SOLE
0
576990
0
SPIRIT AIRLS INC COM
COM
848577102
11056
174825
SH
SOLE
0
174825
0
State Street Corp
COM
857477103
22078
328253
SH
SOLE
0
328253
0
TEVA PHARMACEUTCL INDS ADR
COM
881624209
9271
176855
SH
SOLE
0
176855
0
UNIVERSAL DISPLAY CORP COM
COM
91347P105
6700
208720
SH
SOLE
0
208720
0
WCI CMNTYS INC COM PAR $0.01
COM
92923C807
4391
227370
SH
SOLE
0
227370
0
WESTPORT INNOVATIONS COM NEW
COM
960908309
10627
589757
SH
SOLE
0
589757
0
ZIX CORP COM
COM
98974P100
45
13295
SH
SOLE
0
13295
0
Muhlenkamp Fund
MUT
962096103
271
3796
SH
SOLE
0
3796
0
CALL AMERICAN CAPITAL LTD 12 E
CALL
4180324
1407
4020
SH
SOLE
0
4020
0
CALL GENERAL MOTORS CO $35 EXP
CALL
bbg005khn
916
2073
SH
SOLE
0
2073
0
CALL MICROSOFT CORP $28 EXP 01
CALL
4345707
2740
2000
SH
SOLE
0
2000
0