-----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, MVH0aRaLw/juwwYNtYsp4ED6Z1l2rDm6sHlo6BX2RImNqjiktz/Ci5S5acxLGtGJ YyN8ZGk+anNrFHj+BUwElg== 0001133219-03-000005.txt : 20031114 0001133219-03-000005.hdr.sgml : 20031114 20031114150407 ACCESSION NUMBER: 0001133219-03-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20030930 FILED AS OF DATE: 20031114 EFFECTIVENESS DATE: 20031114 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: 031003673 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 gftable4.txt 09/30/2003 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/ Jack Kunkle November 14, 2003 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 8754 350850.000SH SOLE 350850.000 Abitibi-Consol COM 003924107 1795 280000.000SH SOLE 280000.000 Altria Group Inc COM 02209S103 24100 530363.000SH SOLE 530363.000 Amdocs Ltd. COM G02602103 2400 100000.000SH SOLE 100000.000 American Woodmark Corp COM 030506109 17174 368850.914SH SOLE 368850.914 Anadarko Petroleum Corp. COM 032511107 8782 197475.000SH SOLE 197475.000 Arkansas Best Corp COM 040790107 23363 982047.000SH SOLE 982047.000 Beazer Homes Inc. COM 07556q105 26326 315277.768SH SOLE 315277.768 Berkshire Hathaway CL A COM 084670108 363 5.000 SH SOLE 5.000 Black & Decker Corp COM 091797100 17697 407300.000SH SOLE 407300.000 Calpine Corp. COM 131347106 20543 3112626.000SH SOLE 3112626.000 Capital One Financial Corp. COM 14040h105 35626 724410.000SH SOLE 724410.000 Cemex S A Ssponsor ADR New Rep COM 151290889 19873 891578.836SH SOLE 891578.836 Cendant COM 151313103 29803 1626825.000SH SOLE 1626825.000 Centex Corp COM 152312104 61122 785735.000SH SOLE 785735.000 Citigroup Inc. COM 172967101 29795 696152.030SH SOLE 696152.030 Citrix Sys Inc COM 177376100 8685 426550.000SH SOLE 426550.000 ConocoPhillips COM 20825C104 9071 165530.000SH SOLE 165530.000 Countrywide Financial Corp. COM 222372104 40664 584509.582SH SOLE 584509.582 Cytyc Corp Com COM 232946103 1055 100000.000SH SOLE 100000.000 D&K Healthcare COM 232861104 8862 549100.000SH SOLE 549100.000 DEVON ENERGY CORP NEW COM COM 25179M103 21380 400370.000SH SOLE 400370.000 DVI Inc COM 233343102 107 23000.000SH SOLE 23000.000 Denbury Res. Inc. COM 247916208 2898 215800.000SH SOLE 215800.000 Dynamic Oil & Gas Inc. COM 267906105 362 94900.000SH SOLE 94900.000 Dynegy Inc. COM 26816Q101 2184 520000.000SH SOLE 520000.000 El Paso Corporation COM 28336l109 6658 823951.000SH SOLE 823951.000 EnPro Industries Inc. COM 29355X107 1390 130000.000SH SOLE 130000.000 Ethan Allen Interiors Inc COM 297602104 1582 45000.000SH SOLE 45000.000 Exelon Corp. COM 30161N101 6227 104110.000SH SOLE 104110.000 Fannie Mae COM 313586109 29409 436072.000SH SOLE 436072.000 Fidelity National Financial COM 316326107 45612 1482835.000SH SOLE 1482835.000 Furniture Brands Intl. Inc. COM 360921100 232 8900.000 SH SOLE 8900.000 Gabelli Asset Management COM 36239Y102 4507 124860.000SH SOLE 124860.000 General Cable Corp COM 369300108 680 126000.000SH SOLE 126000.000 General Electric COM 369604103 514 17934.000SH SOLE 17934.000 GlobalSantaFe Corp COM G3930E101 405 17357.000SH SOLE 17357.000 Goodrich Corp. COM 382388106 10611 505270.000SH SOLE 505270.000 Graco Inc. COM 384109104 5297 165546.000SH SOLE 165546.000 Houston Exploration COM 442120101 11009 317250.000SH SOLE 317250.000 Intel Corp COM 458140100 483 23204.000SH SOLE 23204.000 International Business Machine COM 459200101 12163 147430.925SH SOLE 147430.925 JLG Industries Inc. COM 466210101 1027 150961.801SH SOLE 150961.801 LEAR CORP COM COM 521865105 4602 100000.000SH SOLE 100000.000 Lamson & Sessions COM 513696104 2304 478000.000SH SOLE 478000.000 Masco Corp COM 574599106 3168 132815.000SH SOLE 132815.000 Mastec Inc. COM 576323109 4443 771270.000SH SOLE 771270.000 Merck & Company COM 589331107 755 12475.000SH SOLE 12475.000 Meritage Corp. COM 59001A102 27493 558130.000SH SOLE 558130.000 Merrill Lynch COM 590188108 11867 254220.000SH SOLE 254220.000 Metris Companies COM 591598107 1388 250000.000SH SOLE 250000.000 Mohawk Industries, Inc. COM 608190104 28618 515364.000SH SOLE 515364.000 Monaco Coach COM 60886R103 3323 216750.000SH SOLE 216750.000 Morgan Stanley COM 617446448 7172 167770.000SH SOLE 167770.000 NVR Inc. COM 62944t105 53455 130060.000SH SOLE 130060.000 Nabors Industries LTD New (Ber COM G6359F103 21379 540560.000SH SOLE 540560.000 National RV Holdings COM 637277104 1553 299886.000SH SOLE 299886.000 Nicholas Financial Inc. COM 65373J209 107 21000.000SH SOLE 21000.000 Novogen LTD COM 67010F103 1402 80000.000SH SOLE 80000.000 Omni Energy Services COM 68210T208 47 28533.000SH SOLE 28533.000 Orthodontic Centers of America COM 68750p103 7832 977790.000SH SOLE 977790.000 PNC Financial COM 693475105 508 10400.000SH SOLE 10400.000 PPL CORP COM COM 69351T106 12900 300000.000SH SOLE 300000.000 Patterson Energy Inc. COM 703481101 22379 691340.000SH SOLE 691340.000 Photon Dynamics Inc. COM 719364101 7595 273700.000SH SOLE 273700.000 Polaris Industries, Inc. COM 731068102 17251 280955.000SH SOLE 280955.000 Pulte Homes, Inc. COM 745867101 3750 60815.000SH SOLE 60815.000 R G Barry Corp COM 068798107 1453 322200.000SH SOLE 322200.000 Readers Digest Assoc. COM 755267101 3038 225400.000SH SOLE 225400.000 Rush Enterprises CLA COM 781846209 1283 282005.000SH SOLE 282005.000 Rush Enterprises CLB COM 781846308 1358 282005.000SH SOLE 282005.000 Salton COM 795757103 1235 136900.000SH SOLE 136900.000 Sovereign Bancorp Inc. COM 845905108 1096 70000.000SH SOLE 70000.000 Stanley Furniture Inc New COM 854305208 12159 443585.000SH SOLE 443585.000 Superconductor Technologies In COM 867931107 773 346620.000SH SOLE 346620.000 Superior Industries Intl Inc COM 868168105 18825 451430.000SH SOLE 451430.000 Supervalu Inc. COM 868536103 4403 206500.000SH SOLE 206500.000 Telefonos De Mexico COM 879403780 391 12460.000SH SOLE 12460.000 Tenet Healthcare Corp. COM 88033G100 2337 200600.000SH SOLE 200600.000 Terex Corp Del COM 880779103 2548 130550.000SH SOLE 130550.000 Texas Industries Inc. COM 882491103 5732 240825.451SH SOLE 240825.451 Thor Industries Inc. COM 885160101 11711 286900.000SH SOLE 286900.000 Toll Brothers Inc. COM 889478103 1693 59800.000SH SOLE 59800.000 Travelers Property Casualty CL COM 89420g109 316 19873.000SH SOLE 19873.000 Travelers Property Casualty CL COM 89420g406 644 40832.000SH SOLE 40832.000 Tyco International LTD COM 902124106 29750 1567430.000SH SOLE 1567430.000 Washington Mutual Inc. COM 939322103 17673 427927.000SH SOLE 427927.000 Whirlpool Corp COM 963320106 20161 316505.000SH SOLE 316505.000 Wilsons Leather COM 972463103 659 92500.000SH SOLE 92500.000 Winnebago Inds. Inc. COM 974637100 18041 476025.000SH SOLE 476025.000
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