0001133219-15-000001.txt : 20150213
0001133219-15-000001.hdr.sgml : 20150213
20150213071246
ACCESSION NUMBER: 0001133219-15-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20141231
FILED AS OF DATE: 20150213
DATE AS OF CHANGE: 20150213
EFFECTIVENESS DATE: 20150213
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: 15608968
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
12-31-2014
12-31-2014
MUHLENKAMP & CO INC
5000 STONEWOOD DRIVE, STE. 300
WEXFORD
PA
15090
13F HOLDINGS REPORT
028-03447
N
Jack Kunkle
Analyst
7249345126
John H Kunkle III
Wexford
PA
02-13-2015
0
71
498701
false
INFORMATION TABLE
2
Inftable.xml
ALLEGIANT TRAVEL CO
COM
01748X102
14062
93540
SH
SOLE
0
93540
0
ALLIANCE DATA SYS CORP COM
COM
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34706
121330
SH
SOLE
0
121330
0
ALLIANCEBERNSTEIN HLDG UNIT LT
COM
01881G106
298
11550
SH
SOLE
0
11550
0
AMERICAN AIRLINES GROUP INC
COM
02376R102
6598
123035
SH
SOLE
0
123035
0
AMERICAN AXLE & MFG COM
COM
024061103
18826
833380
SH
SOLE
0
833380
0
AMERICAN CAPITAL LTD
COM
02503Y103
282
19300
SH
SOLE
0
19300
0
ARRIS GROUP INC NEW COM
COM
04270V106
17936
594110
SH
SOLE
0
594110
0
ASBURY AUTOMOTIVE GP COM
COM
043436104
6651
87605
SH
SOLE
0
87605
0
American International Group
COM
026874784
14112
251950
SH
SOLE
0
251950
0
Annaly Mortgage Management
COM
035710409
2758
255155
SH
SOLE
0
255155
0
Apple Computer Inc.
COM
037833100
16648
150828
SH
SOLE
0
150828
0
BELLATRIX EXPLORATION COM
COM
078314101
2925
803455
SH
SOLE
0
803455
0
BOARDWALK PIPELIN PTNR UT LTD
COM
096627104
734
41300
SH
SOLE
0
41300
0
Berkshire Hathaway CL B
COM
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16918
112675
SH
SOLE
0
112675
0
Bristol Myers Squibb
COM
110122108
12531
212290
SH
SOLE
0
212290
0
CAREER EDUCATION CORP COM
COM
141665109
172
24700
SH
SOLE
0
24700
0
CELANESE CORP-SERIES A
COM
150870103
16083
268235
SH
SOLE
0
268235
0
CELGENE CORP COM
COM
151020104
9647
86240
SH
SOLE
0
86240
0
COVIDIEN PLC SHS
COM
G2554F113
18579
181650
SH
SOLE
0
181650
0
Citigroup Inc.
COM
172967424
15118
279400
SH
SOLE
0
279400
0
DIRECTV GROUP INC COM
COM
25490a309
12428
143343
SH
SOLE
0
143343
0
DISCOVER FINL SVCS COM
COM
254709108
9435
144070
SH
SOLE
0
144070
0
DSP GROUP INC COM
COM
23332B106
303
27860
SH
SOLE
0
27860
0
Delta Air Lines
COM
247361702
13055
265390
SH
SOLE
0
265390
0
ELDORADO GOLD CORP NEW COM
COM
284902103
769
126450
SH
SOLE
0
126450
0
EZCHIP SEMICONDUCTOR
COM
M4146Y108
7730
403855
SH
SOLE
0
403855
0
FLYHT AEROSPACE SOLUTI COM
COM
30252U105
7
22000
SH
SOLE
0
22000
0
GILEAD SCIENCES INC COM
COM
375558103
20638
218945
SH
SOLE
0
218945
0
General Electric
COM
369604103
1847
73110
SH
SOLE
0
73110
0
General Motors Co.
COM
37045V100
2423
69420
SH
SOLE
0
69420
0
HANESBRANDS INC COM
COM
410345102
14262
127775
SH
SOLE
0
127775
0
Halliburton Co.
COM
406216101
485
12330
SH
SOLE
0
12330
0
INNOVATIVE SOLTNS&SUPP COM
COM
45769N105
1193
375244
SH
SOLE
0
375244
0
International Business Machine
COM
459200101
817
5090
SH
SOLE
0
5090
0
J.P. Morgan Chase & Co.
COM
46625H100
22500
359535
SH
SOLE
0
359535
0
LATTICE SEMICONDUCTOR CORP
COM
518415104
4067
590240
SH
SOLE
0
590240
0
LINCOLN NATL CORP IND COM
COM
534187109
17776
308235
SH
SOLE
0
308235
0
MACROGENICS INC COM
COM
556099109
587
16725
SH
SOLE
0
16725
0
MAGNUM HUNTER RES CORP COM
COM
55973B102
2195
699005
SH
SOLE
0
699005
0
Microsoft Corp
COM
594918104
8840
190315
SH
SOLE
0
190315
0
Morgan Stanley
COM
617446448
12415
319970
SH
SOLE
0
319970
0
NEUSTAR INC CL A
COM
64126X201
6995
251625
SH
SOLE
0
251625
0
ON SEMICONDUCTOR CORP COM
COM
682189105
5151
508455
SH
SOLE
0
508455
0
Oracle Corp
COM
68389X105
6442
143255
SH
SOLE
0
143255
0
PAN AMERICAN SILVER CP COM
COM
697900108
191
20710
SH
SOLE
0
20710
0
Pfizer Inc
COM
717081103
1196
38409
SH
SOLE
0
38409
0
Pulte Homes, Inc.
COM
745867101
599
27900
SH
SOLE
0
27900
0
QUANTUM FUEL SYS TECH COM NEW
COM
74765E307
460
220000
SH
SOLE
0
220000
0
QUICKLOGIC CORP COM
COM
74837P108
260
82925
SH
SOLE
0
82925
0
REX ENERGY CORP
COM
761565100
4978
976090
SH
SOLE
0
976090
0
Rush Enterprises CLA
COM
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12339
385002
SH
SOLE
0
385002
0
Rush Enterprises CLB
COM
781846308
2633
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SH
SOLE
0
93502
0
SONIC AUTOMOTIVE INC CL A
COM
83545G102
14471
535185
SH
SOLE
0
535185
0
SPIRIT AIRLS INC COM
COM
848577102
12591
166589
SH
SOLE
0
166589
0
State Street Corp
COM
857477103
18533
236093
SH
SOLE
0
236093
0
TEEKAY TANKERS LTD CL A
COM
Y8565N102
262
51795
SH
SOLE
0
51795
0
TEVA PHARMACEUTCL INDS ADR
COM
881624209
10144
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SH
SOLE
0
176385
0
UNIVERSAL DISPLAY CORP COM
COM
91347P105
5869
211505
SH
SOLE
0
211505
0
WCI CMNTYS INC COM PAR $0.01
COM
92923C807
4841
247244
SH
SOLE
0
247244
0
WESTPORT INNOVATIONS COM NEW
COM
960908309
561
150000
SH
SOLE
0
150000
0
ZIX CORP COM
COM
98974P100
48
13295
SH
SOLE
0
13295
0
DIANA SHIPPING INC PERP PFD SE
PFD
Y2066G112
301
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SH
SOLE
0
12530
0
MAGNUM HUNTER RES CORP CUM PFD
PFD
55973B300
438
12895
SH
SOLE
0
12895
0
Muhlenkamp Fund
MUT
56166Y438
230
3870
SH
SOLE
0
3870
0
POWERSHARES ETF TRUST DYNA BUY
ETF
73935X286
5782
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SH
SOLE
0
120330
0
DOUBLELINE INCOME SOLU COM
CF
258622109
325
16350
SH
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16350
0
CALL ANNALY CAP MGMT INC $10 E
CALL
0000A2CJ0
222
2177
SH
SOLE
0
2177
0
CALL CIGNA CORP $52.5 EXP 01/1
CALL
4104888
301
60
SH
SOLE
0
60
0
CALL CISCO SYSTEMS $22 EXP 01/
CALL
4675088
328
552
SH
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0
552
0
CALL GENERAL MOTORS CO $35 EXP
CALL
bbg005khn
1117
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SH
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CALL MICROSOFT CORP $28 EXP 01
CALL
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1735
1000
SH
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1000
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