0001133219-15-000002.txt : 20150514
0001133219-15-000002.hdr.sgml : 20150514
20150514115522
ACCESSION NUMBER: 0001133219-15-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150331
FILED AS OF DATE: 20150514
DATE AS OF CHANGE: 20150514
EFFECTIVENESS DATE: 20150514
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: 15861329
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
false
false
0001133219
XXXXXXXX
03-31-2015
03-31-2015
MUHLENKAMP & CO INC
5000 STONEWOOD DRIVE, STE. 300
WEXFORD
PA
15090
13F HOLDINGS REPORT
028-03447
N
Jack Kunkle
Analyst
7249345126
Jack Kunkle
Wexford
PA
05-14-2015
0
67
474760
false
INFORMATION TABLE
2
inftable.xml
ALLEGIANT TRAVEL CO
COM
01748X102
15339
79771
SH
SOLE
0
79771
0
ALLIANCE DATA SYS CORP COM
COM
018581108
35906
121200
SH
SOLE
0
121200
0
ALLIANCEBERNSTEIN HLDG UNIT LT
COM
01881G106
357
11550
SH
SOLE
0
11550
0
AMERICAN AIRLINES GROUP INC
COM
02376R102
6497
123090
SH
SOLE
0
123090
0
AMERICAN AXLE & MFG COM
COM
024061103
21090
816490
SH
SOLE
0
816490
0
AMERICAN CAPITAL LTD
COM
02503Y103
315
21300
SH
SOLE
0
21300
0
ARRIS GROUP INC NEW COM
COM
04270V106
17141
593215
SH
SOLE
0
593215
0
ASBURY AUTOMOTIVE GP COM
COM
043436104
7102
85460
SH
SOLE
0
85460
0
ATHERSYS INC COM
COM
04744L106
29
10150
SH
SOLE
0
10150
0
Annaly Mortgage Management
COM
035710409
2641
253940
SH
SOLE
0
253940
0
Apple Computer Inc.
COM
037833100
18790
151008
SH
SOLE
0
151008
0
BELLATRIX EXPLORATION COM
COM
078314101
1959
805970
SH
SOLE
0
805970
0
BOARDWALK PIPELIN PTNR UT LTD
COM
096627104
575
35700
SH
SOLE
0
35700
0
Baker Hughes Inc.
COM
057224107
7068
111165
SH
SOLE
0
111165
0
Berkshire Hathaway CL B
COM
084670702
16240
112530
SH
SOLE
0
112530
0
Bristol Myers Squibb
COM
110122108
13685
212170
SH
SOLE
0
212170
0
CELANESE CORP-SERIES A
COM
150870103
14986
268285
SH
SOLE
0
268285
0
CELGENE CORP COM
COM
151020104
9861
85540
SH
SOLE
0
85540
0
Cigna Corp
COM
125509109
272
2100
SH
SOLE
0
2100
0
DISCOVER FINL SVCS COM
COM
254709108
11954
212145
SH
SOLE
0
212145
0
DSP GROUP INC COM
COM
23332B106
326
27205
SH
SOLE
0
27205
0
Delta Air Lines
COM
247361702
11935
265455
SH
SOLE
0
265455
0
ELDORADO GOLD CORP NEW COM
COM
284902103
580
126450
SH
SOLE
0
126450
0
EPIZYME INC COM
COM
29428V104
974
51860
SH
SOLE
0
51860
0
EZCHIP SEMICONDUCTOR
COM
M4146Y108
6406
335040
SH
SOLE
0
335040
0
FLYHT AEROSPACE SOLUTI COM
COM
30252U105
4
22000
SH
SOLE
0
22000
0
GENWORTH FINL INC COM CL A
COM
37247D106
178
24400
SH
SOLE
0
24400
0
GILEAD SCIENCES INC COM
COM
375558103
21465
218740
SH
SOLE
0
218740
0
General Electric
COM
369604103
1793
72276
SH
SOLE
0
72276
0
General Motors Co.
COM
37045V100
2608
69535
SH
SOLE
0
69535
0
HANESBRANDS INC COM
COM
410345102
17102
510345
SH
SOLE
0
510345
0
Halliburton Co.
COM
406216101
4929
112330
SH
SOLE
0
112330
0
INNOVATIVE SOLTNS&SUPP COM
COM
45769N105
1374
361529
SH
SOLE
0
361529
0
J.P. Morgan Chase & Co.
COM
46625H100
21600
356560
SH
SOLE
0
356560
0
LINCOLN NATL CORP IND COM
COM
534187109
17715
308310
SH
SOLE
0
308310
0
MACROGENICS INC COM
COM
556099109
2083
66405
SH
SOLE
0
66405
0
MAGNUM HUNTER RES CORP COM
COM
55973B102
948
355235
SH
SOLE
0
355235
0
MEDTRONIC PLC
COM
G5960L103
13543
173653
SH
SOLE
0
173653
0
Microsoft Corp
COM
594918104
11806
290385
SH
SOLE
0
290385
0
Morgan Stanley
COM
617446448
11424
320090
SH
SOLE
0
320090
0
NEUSTAR INC CL A
COM
64126X201
7916
321510
SH
SOLE
0
321510
0
NOBLE CORP PLC
COM
G65431101
195
13650
SH
SOLE
0
13650
0
ON SEMICONDUCTOR CORP COM
COM
682189105
15348
1267355
SH
SOLE
0
1267355
0
PAN AMERICAN SILVER CP COM
COM
697900108
182
20710
SH
SOLE
0
20710
0
Pfizer Inc
COM
717081103
1336
38409
SH
SOLE
0
38409
0
Pulte Homes, Inc.
COM
745867101
605
27200
SH
SOLE
0
27200
0
QUANTUM FUEL SYS TECH COM NEW
COM
74765E307
53
20000
SH
SOLE
0
20000
0
QUICKLOGIC CORP COM
COM
74837P108
175
90435
SH
SOLE
0
90435
0
REX ENERGY CORP
COM
761565100
3638
977865
SH
SOLE
0
977865
0
Rush Enterprises CLA
COM
781846209
10534
385002
SH
SOLE
0
385002
0
Rush Enterprises CLB
COM
781846308
2314
93617
SH
SOLE
0
93617
0
SONIC AUTOMOTIVE INC CL A
COM
83545G102
12831
515300
SH
SOLE
0
515300
0
SPIRIT AIRLS INC COM
COM
848577102
13009
168159
SH
SOLE
0
168159
0
State Street Corp
COM
857477103
17350
235952
SH
SOLE
0
235952
0
TEEKAY TANKERS LTD CL A
COM
Y8565N102
272
47400
SH
SOLE
0
47400
0
TEVA PHARMACEUTCL INDS ADR
COM
881624209
11009
176710
SH
SOLE
0
176710
0
UNIVERSAL DISPLAY CORP COM
COM
91347P105
9917
212135
SH
SOLE
0
212135
0
WCI CMNTYS INC COM PAR $0.01
COM
92923C807
7745
323379
SH
SOLE
0
323379
0
WESTPORT INNOVATIONS COM NEW
COM
960908309
591
150000
SH
SOLE
0
150000
0
ZIX CORP COM
COM
98974P100
45
11495
SH
SOLE
0
11495
0
DIANA SHIPPING INC PERP PFD SE
PFD
Y2066G112
321
12530
SH
SOLE
0
12530
0
MAGNUM HUNTER RES CORP CUM PFD
PFD
55973B300
460
13185
SH
SOLE
0
13185
0
Muhlenkamp Fund
MUT
56166Y438
233
3870
SH
SOLE
0
3870
0
POWERSHARES ETF TRUST DYNA BUY
ETF
73935X286
5933
120330
SH
SOLE
0
120330
0
DOUBLELINE INCOME SOLU COM
CF
258622109
325
16350
SH
SOLE
0
16350
0
CALL CISCO SYSTEMS $22 EXP 01/
CALL
4675088
319
552
SH
SOLE
0
552
0
CALL GENERAL MOTORS CO $35 EXP
CALL
bbg005khn
1507
3546
SH
SOLE
0
3546
0