-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, FMZrUx6uBFpctkncgUvxhaBjcsJr00LYpabapUseijWO0idIKI9+0WACgPqpv1ou grl+Cap2K0ZqwgQubaCyEA== 0001133219-02-000004.txt : 20020812 0001133219-02-000004.hdr.sgml : 20020812 20020812113135 ACCESSION NUMBER: 0001133219-02-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20020630 FILED AS OF DATE: 20020812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MUHLENKAMP & CO INC CENTRAL INDEX KEY: 0001133219 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: 02726089 BUSINESS ADDRESS: STREET 1: 12300 PERRY HWY CITY: WEXFORD STATE: PA ZIP: 15090 BUSINESS PHONE: 7249355520 MAIL ADDRESS: STREET 1: 12300 PERRY HWY CITY: WEXFORD STATE: PA ZIP: 15090 13F-HR 1 table06.txt HOLDING I REPRESENT THAT I AM AUTHORIZED TO SUBMIT THIS FORM AND THAT ALL INFORMATION IN THIS FORM AND THE ATTACHMENTS TO IT IS TRUE, CORRECT AND COMPLETE, AND I UNDERSTAND THAT ALL REQUIRED ITEMS, STATEMENTS AND SCHEDULES ARE INTEGRAL PARTS OF THIS FORM AND THAT THE SUBMISSION OF ANY AMENDMENT REPRESENTS THAT ALL UNAMENDED ITEMS, STATEMENTS AND SCHEDULES REMAIN TRUE, CORRECT AND COMPLETE AS PREVIOUSLY SUBMITTED. I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. /s/ John H. Kunkle August 12, 2002 FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- A T M I Inc. COM 00207r101 14043 627777.000SH SOLE 627777.000 Abitibi-Consol COM 003924107 2584 280000.000SH SOLE 280000.000 Amdocs Ltd. COM G02602103 1510 200000.000SH SOLE 200000.000 American Woodmark Corp COM 030506109 16633 296334.406SH SOLE 296334.406 Anadarko Petroleum Corp. COM 032511107 4799 97340.000SH SOLE 97340.000 Apollo Group Inc CL A COM 037604105 887 22500.000SH SOLE 22500.000 Applied Materials COM 038222105 6280 330153.000SH SOLE 330153.000 Ark Best Corp. COM 040790107 25171 987872.000SH SOLE 987872.000 BE Aerospace Inc COM 073302101 1534 116422.000SH SOLE 116422.000 Beazer Homes Inc. COM 07556q105 22783 284789.768SH SOLE 284789.768 Berkshire Hathaway CL A COM 084670108 334 5.000 SH SOLE 5.000 Black & Decker Corp COM 091797100 4468 92700.000SH SOLE 92700.000 Calpine Corp. COM 131347106 19444 2765921.000SH SOLE 2765921.000 Cemex S A Ssponsor ADR New Rep COM 151290889 24366 924340.115SH SOLE 924340.115 Cendant COM 151313103 20194 1271685.000SH SOLE 1271685.000 Centex Corp COM 152312104 32335 559525.000SH SOLE 559525.000 Citigroup Inc. COM 172967101 17177 443290.031SH SOLE 443290.031 Citrix Sys Inc COM 177376100 5916 979440.000SH SOLE 979440.000 Computer Assoc Int'l COM 204912109 2155 135651.000SH SOLE 135651.000 Conductus COM 206784100 700 583700.000SH SOLE 583700.000 Conoco Inc-New COM 208251504 20184 726037.000SH SOLE 726037.000 Conseco Inc. COM 208464107 3830 1914883.501SH SOLE 1914883.501 Countrywide Credit Inds Inc COM 222372104 28451 589655.198SH SOLE 589655.198 D&K Healthcare COM 232861104 13899 394200.000SH SOLE 394200.000 DVI Inc COM 233343102 444 23000.000SH SOLE 23000.000 Delphi Automotive Systems Corp COM 247126105 5729 434050.000SH SOLE 434050.000 Dollar Tree Stores Inc COM 256747106 1182 30000.000SH SOLE 30000.000 Dynegy Inc. COM 26816Q101 3024 420000.000SH SOLE 420000.000 El Paso Corporation COM 28336l109 18971 920469.144SH SOLE 920469.144 EnPro Industries Inc. COM 700 133272.000SH SOLE 133272.000 Ethan Allen Interiors Inc COM 297602104 1568 45000.000SH SOLE 45000.000 Fannie Mae COM 313586109 8685 117762.000SH SOLE 117762.000 Fidelity National Financial COM 316326107 40019 1266427.000SH SOLE 1266427.000 Fleming Cos. Inc. COM 339130106 907 50000.000SH SOLE 50000.000 Ford COM 345370860 3134 195905.000SH SOLE 195905.000 Frontier Airlines COM 359065109 2202 270900.000SH SOLE 270900.000 Furniture Brands Intl. Inc. COM 360921100 239 7900.000 SH SOLE 7900.000 Gabelli Asset Management COM 36239Y102 4438 121600.000SH SOLE 121600.000 General Cable Corp COM 369300108 794 126000.000SH SOLE 126000.000 General Electric COM 369604103 448 15419.000SH SOLE 15419.000 GlobalSantaFe Corp. COM g3930e101 458 16756.000SH SOLE 16756.000 Goodrich Co, B F COM 382388106 18205 666360.000SH SOLE 666360.000 Graco Inc. COM 384109104 7001 278471.000SH SOLE 278471.000 Houston Exploration COM 442120101 5237 180600.000SH SOLE 180600.000 Intel Corp COM 458140100 457 25036.000SH SOLE 25036.000 International Business Machine COM 459200101 6248 86782.000SH SOLE 86782.000 JLG Industries Inc. COM 466210101 2192 156252.801SH SOLE 156252.801 Knight Trading Group Inc. COM 499063105 3668 700000.000SH SOLE 700000.000 Lamson & Sessions COM 513696104 1864 478000.000SH SOLE 478000.000 Libbey Inc Com COM 529898108 624 18300.000SH SOLE 18300.000 Masco Corp COM 574599106 3749 138277.000SH SOLE 138277.000 Mastec Inc. COM 576323109 5279 717285.000SH SOLE 717285.000 Mellon Financial Corp. COM 58551A108 5396 171693.561SH SOLE 171693.561 Merck & Company COM 589331107 647 12786.000SH SOLE 12786.000 Meritage Corp. COM 59001A102 27186 595540.000SH SOLE 595540.000 Merrill Lynch COM 590188108 10442 257820.000SH SOLE 257820.000 Mohawk Industries Inc. COM 608190104 28977 470946.000SH SOLE 470946.000 Monaco Coach COM 60886R103 3589 168512.000SH SOLE 168512.000 Morgan Stanley COM 617446448 9762 226610.000SH SOLE 226610.000 NVR Inc. COM 62944t105 42250 130805.000SH SOLE 130805.000 Nabors Industries LTD New COM g6359f103 9009 255200.000SH SOLE 255200.000 National RV Holdings COM 637277104 3454 345400.000SH SOLE 345400.000 Nicholas Financial Inc. COM 65373J209 57 11000.000SH SOLE 11000.000 Ocean Energy Inc. COM 67481e106 12045 555860.000SH SOLE 555860.000 Omni Energy Services COM 68210T109 52 86400.000SH SOLE 86400.000 Orthodontic Centers of America COM 68750p103 13854 601060.000SH SOLE 601060.000 Patterson Energy Inc. COM 703481101 17117 606330.000SH SOLE 606330.000 Pfizer Inc COM 717081103 287 8200.000 SH SOLE 8200.000 Philip Morris COM 718154107 1213 27780.000SH SOLE 27780.000 Photon Dynamics Inc. COM 719364101 5211 173700.000SH SOLE 173700.000 Polaris Industries, Inc. COM 731068102 21044 323755.000SH SOLE 323755.000 Pulte Homes, Inc. COM 745867101 6329 110115.000SH SOLE 110115.000 R G Barry Corp COM 068798107 1701 322200.000SH SOLE 322200.000 RTI International Metals Inc. COM 74973w107 486 40000.000SH SOLE 40000.000 Readers Digest Assoc. COM 755267101 4222 225400.000SH SOLE 225400.000 Rush Enterprises Inc. COM 781846100 2975 282005.000SH SOLE 282005.000 Salton COM 795757103 3162 220363.000SH SOLE 220363.000 Sovereign Bancorp Inc. COM 845905108 1495 100000.000SH SOLE 100000.000 Stanley Furniture COM 854305208 12612 471495.000SH SOLE 471495.000 Super Value Stores COM 868536103 4026 164132.000SH SOLE 164132.000 Superior Industries Intl Inc COM 868168105 21880 473079.000SH SOLE 473079.000 Terex Corp Del COM 880779103 2947 131050.000SH SOLE 131050.000 Texas Industries Inc. COM 882491103 7887 250457.448SH SOLE 250457.448 Thor Industries Inc. COM 885160101 3734 52400.000SH SOLE 52400.000 Toll Brothers Inc. COM 889478103 5854 199800.000SH SOLE 199800.000 Tyco International LTD COM 902124106 22059 1632807.000SH SOLE 1632807.000 Visteon Corp. COM 92839u107 5936 418016.000SH SOLE 418016.000 Washington Mutual Inc. COM 939322103 11575 311912.000SH SOLE 311912.000 Whirlpool Corp COM 963320106 19325 295665.000SH SOLE 295665.000 Wilsons Leather COM 972463103 1295 92500.000SH SOLE 92500.000 Winnebago Inds. Inc. COM 974637100 7911 179800.000SH SOLE 179800.000 Artisan International Fund MUT 04314H204 445 24515.441SH SOLE 24515.441 Olstein Financial Alert Fund MUT 233 16004.887SH SOLE 16004.887 Vanguard 500 Index Fund MUT 922908108 377 4126.037 SH SOLE 4126.037 Vanguard Long-Term Corp. Fund MUT 922031109 159 18275.249SH SOLE 18275.249 Vanguard Mid Cap Index Fund MUT 922908843 142 12499.673SH SOLE 12499.673 Vanguard Small Cap Index Fund MUT 922908702 236 12413.173SH SOLE 12413.173
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