0001133219-18-000002.txt : 20180511
0001133219-18-000002.hdr.sgml : 20180511
20180511125726
ACCESSION NUMBER: 0001133219-18-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180511
DATE AS OF CHANGE: 20180511
EFFECTIVENESS DATE: 20180511
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: 18826025
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
03-31-2018
03-31-2018
MUHLENKAMP & CO INC
5000 STONEWOOD DRIVE, STE. 300
WEXFORD
PA
15090
13F HOLDINGS REPORT
028-03447
N
Jack kunkle
Analyst
724-934-5126
Jack Kunkle
Wexford
PA
05-11-2018
0
275649
38
false
INFORMATION TABLE
2
inftable.xml
MARCH QTR
ALLIANCE DATA SYS CORP COM
COM
018581108
15013
70529
SH
SOLE
65128
0
5401
ALLY FINACIAL INC
COM
02005N100
1271
46800
SH
Put
SOLE
0
0
46800
AUTOZONE INC COM
COM
053332102
7029
10835
SH
SOLE
9978
0
857
Annaly Capital Management
COM
035710409
2431
233049
SH
SOLE
131190
0
101859
Apple Computer Inc.
COM
037833100
15238
90824
SH
SOLE
83747
0
7077
BIOGEN IDEC INC COM
COM
09062X103
6892
25171
SH
SOLE
22733
0
2438
BRISTOL-MYERS SQUIBB CO
COM
110122108
11286
178436
SH
SOLE
169082
0
9354
CAMECO CORP COM
COM
13321L108
7885
867482
SH
SOLE
805722
0
61760
CELANESE CORP-SERIES A
COM
150870103
10149
101277
SH
SOLE
93382
0
7895
CELGENE CORP COM
COM
151020104
6467
72493
SH
SOLE
66749
0
5744
COGNIZANT TECH SOLUTIONS - A
COM
192446102
7610
94534
SH
SOLE
87525
0
7009
DOWDUPONT INC
COM
26078J100
7445
116857
SH
SOLE
105627
0
11230
Delta Air Lines
COM
247361702
6323
115363
SH
SOLE
110388
0
4975
ELDORADO GOLD CORP NEW COM
COM
284902103
8
10000
SH
SOLE
10000
0
0
EXPRESS SCRIPTS HLDG COM
COM
30219G108
8950
129559
SH
SOLE
119525
0
10034
Federated Invs. PA CL B
COM
314211103
8476
253785
SH
SOLE
233895
0
19890
GAMESTOP CORP NEW CL A
COM
36467W109
3291
260753
SH
SOLE
243068
0
17685
GILEAD SCIENCES INC COM
COM
375558103
16765
222377
SH
SOLE
208007
0
14370
GILEAD SCIENCES INC COM
COM
375558103
121
1600
SH
Call
SOLE
1600
0
0
GILEAD SCIENCES INC COM
COM
375558103
45
600
SH
Call
SOLE
600
0
0
LANNETT INC COM
COM
516012101
4376
272623
SH
SOLE
240223
0
32400
MCKESSON CORP COM
COM
58155Q103
10014
71090
SH
SOLE
66335
0
4755
MICROCHIP TECHNOLOGY COM
COM
595017104
9042
98968
SH
SOLE
89433
0
9535
Microsoft Corp
COM
594918104
14861
162821
SH
SOLE
151656
0
11165
NASPERS LTD SPON ADR SA
COM
631512209
7009
139673
SH
SOLE
129370
0
10303
ON SEMICONDUCTOR CORP COM
COM
682189105
17354
709466
SH
SOLE
661746
0
47720
Pfizer Inc
COM
717081103
967
27239
SH
SOLE
11879
0
15360
Pulte Homes, Inc.
COM
745867101
6073
205951
SH
SOLE
190616
0
15335
Rush Enterprises CLA
COM
781846209
10708
252012
SH
SOLE
252012
0
0
Rush Enterprises CLB
COM
781846308
229
5666
SH
SOLE
5124
0
542
TENCENT HOLDINGS LTD-UNS ADR
COM
88032Q109
13089
245620
SH
SOLE
228730
0
16890
Thor Industries Inc.
COM
885160101
5159
44793
SH
SOLE
41456
0
3337
UnitedHealth Group Inc.
COM
91324P102
12517
58491
SH
SOLE
54669
0
3822
GASLOG PARTNERS LP UNIT LTD PT
MLP
Y2687W108
2784
119505
SH
SOLE
111830
0
7675
GOLAR LNG PARTNERS LP COM UNIT
MLP
Y2745C102
4329
253035
SH
SOLE
234345
0
18690
ALERIAN MLP ETF
ETF
00162Q866
1759
187742
SH
SOLE
133745
0
53997
POWERSHARES BUYBACK ACHIEVERS
ETF
73935X286
2071
36381
SH
SOLE
24508
0
11873
SPDR GOLD TRUST GOLD SHS
ETF
78463V107
10613
84371
SH
SOLE
78947
0
5424