0001133219-18-000003.txt : 20180813
0001133219-18-000003.hdr.sgml : 20180813
20180813092817
ACCESSION NUMBER: 0001133219-18-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180630
FILED AS OF DATE: 20180813
DATE AS OF CHANGE: 20180813
EFFECTIVENESS DATE: 20180813
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: 181010534
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
06-30-2018
06-30-2018
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
08-13-2018
0
38
262096
false
INFORMATION TABLE
2
inftable.xml
ALLIANCE DATA SYS CORP COM
COM
018581108
16445
70519
SH
SOLE
65118
0
5401
ALLY FINACIAL INC
COM
02005N100
1229
46800
SH
Put
SOLE
0
0
46800
AUTOZONE INC COM
COM
053332102
7270
10835
SH
SOLE
9978
0
857
Annaly Capital Management
COM
035710409
2398
233049
SH
SOLE
131190
0
101859
Apple Computer Inc.
COM
037833100
16812
90824
SH
SOLE
83747
0
7077
BIOGEN IDEC INC COM
COM
09062X103
7306
25171
SH
SOLE
22733
0
2438
CAMECO CORP COM
COM
13321L108
9759
867482
SH
SOLE
805722
0
61760
CELANESE CORP-SERIES A
COM
150870103
11248
101277
SH
SOLE
93382
0
7895
CELGENE CORP COM
COM
151020104
5757
72493
SH
SOLE
66749
0
5744
COGNIZANT TECH SOLUTIONS - A
COM
192446102
7467
94534
SH
SOLE
87525
0
7009
DOWDUPONT INC
COM
26078J100
7699
116792
SH
SOLE
105562
0
11230
Delta Air Lines
COM
247361702
5712
115308
SH
SOLE
110333
0
4975
ELDORADO GOLD CORP NEW COM
COM
284902103
10
10000
SH
SOLE
10000
0
0
EXPRESS SCRIPTS HLDG COM
COM
30219G108
10000
129511
SH
SOLE
119477
0
10034
Federated Invs. PA CL B
COM
314211103
5918
253785
SH
SOLE
233895
0
19890
GAMESTOP CORP NEW CL A
COM
36467W109
3799
260753
SH
SOLE
243068
0
17685
GILEAD SCIENCES INC COM
COM
375558103
9650
136224
SH
SOLE
125267
0
10957
GILEAD SCIENCES INC COM
COM
375558103
113
1600
SH
Call
SOLE
1600
0
0
GILEAD SCIENCES INC COM
COM
375558103
43
600
SH
Call
SOLE
600
0
0
JAZZ PHARMACEUTICALS PLC
COM
G50871105
6402
37155
SH
SOLE
34184
0
2971
LANNETT INC COM
COM
516012101
3705
272442
SH
SOLE
240042
0
32400
MCKESSON CORP COM
COM
58155Q103
9483
71090
SH
SOLE
66335
0
4755
MICROCHIP TECHNOLOGY COM
COM
595017104
9001
98968
SH
SOLE
89433
0
9535
Microsoft Corp
COM
594918104
16056
162821
SH
SOLE
151656
0
11165
NASPERS LTD SPON ADR SA
COM
631512209
6998
139625
SH
SOLE
129322
0
10303
ON SEMICONDUCTOR CORP COM
COM
682189105
11929
536518
SH
SOLE
493023
0
43495
Pfizer Inc
COM
717081103
997
27485
SH
SOLE
12125
0
15360
Pulte Homes, Inc.
COM
745867101
5921
205951
SH
SOLE
190616
0
15335
Rush Enterprises CLA
COM
781846209
10932
252012
SH
SOLE
252012
0
0
Rush Enterprises CLB
COM
781846308
249
5666
SH
SOLE
5124
0
542
TENCENT HOLDINGS LTD-UNS ADR
COM
88032Q109
12342
245620
SH
SOLE
228730
0
16890
Thor Industries Inc.
COM
885160101
4362
44793
SH
SOLE
41456
0
3337
UnitedHealth Group Inc.
COM
91324P102
14350
58491
SH
SOLE
54669
0
3822
GASLOG PARTNERS LP UNIT LTD PT
MLP
Y2687W108
2850
119505
SH
SOLE
111830
0
7675
GOLAR LNG PARTNERS LP COM UNIT
MLP
Y2745C102
3912
253035
SH
SOLE
234345
0
18690
ALERIAN MLP ETF
ETF
00162Q866
1896
187742
SH
SOLE
133745
0
53997
INVESCO BUYBACK ACHIEVERS ETF
ETF
46137V308
2065
36381
SH
SOLE
24508
0
11873
SPDR GOLD TRUST GOLD SHS
ETF
78463V107
10011
84371
SH
SOLE
78947
0
5424