0001133219-19-000004.txt : 20190523 0001133219-19-000004.hdr.sgml : 20190523 20190523131240 ACCESSION NUMBER: 0001133219-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190523 DATE AS OF CHANGE: 20190523 EFFECTIVENESS DATE: 20190523 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: 19849090 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 03-31-2019 03-31-2019 MUHLENKAMP & CO INC

5000 STONEWOOD DRIVE, STE. 300 WEXFORD PA 15090

13F HOLDINGS REPORT 028-03447 N Anthony W Muhlenkamp 7249345139 Anthony W Muhlenkamp Wexford PA 05-23-2019 0 32 211054 false INFORMATION TABLE 2 inftable033119.xml ACUITY BRANDS INC COM 00508Y102 5173 43101 SH SOLE 39636 15 3450 ALLIANCE DATA SYS CORP COM COM 018581108 12052 68878 SH SOLE 63922 10 4946 AUTOZONE INC COM COM 053332102 10825 10570 SH SOLE 9789 2 779 Annaly Capital Management COM 035710409 2072 207364 SH SOLE 106615 175 100574 Apple Computer Inc. COM 037833100 11994 63143 SH SOLE 58217 11 4915 BIOGEN IDEC INC COM COM 09062X103 4218 17843 SH SOLE 15794 3 2046 BROADCOM INC COM 11135F101 8043 26747 SH SOLE 24384 6 2357 CAMECO CORP COM COM 13321L108 9992 847539 SH SOLE 791733 148 55658 CELANESE CORP-SERIES A COM 150870103 9739 98761 SH SOLE 91611 0 7150 CELGENE CORP COM COM 151020104 6682 70831 SH SOLE 65627 20 5184 COGNIZANT TECH SOLUTIONS - A COM 192446102 6699 92460 SH SOLE 86079 26 6355 Cigna Corp COM 125523100 4921 30600 SH SOLE 28393 0 2207 DOWDUPONT INC COM 26078J100 6038 113268 SH SOLE 103108 30 10130 Delta Air Lines COM 247361702 5918 114570 SH SOLE 110005 0 4565 Federated Invs. PA CL B COM 314211103 7259 247669 SH SOLE 229293 68 18308 GAMESTOP CORP NEW CL A COM 36467W109 2367 232937 SH SOLE 220493 52 12392 GILEAD SCIENCES INC COM COM 375558103 8642 132939 SH SOLE 122965 26 9948 JAZZ PHARMACEUTICALS PLC COM G50871105 5193 36324 SH SOLE 33466 14 2844 MCKESSON CORP COM COM 58155Q103 8147 69600 SH SOLE 65270 14 4316 MICROCHIP TECHNOLOGY COM COM 595017104 7923 95498 SH SOLE 86879 22 8597 Microsoft Corp COM 594918104 14917 126476 SH SOLE 116479 17 9980 Morgan Stanley COM 617446448 456 10805 SH SOLE 0 0 10805 Pfizer Inc COM 717081103 1091 25685 SH SOLE 12125 0 13560 Rush Enterprises CLA COM 781846209 10448 249899 SH SOLE 249899 0 0 Rush Enterprises CLB COM 781846308 202 4875 SH SOLE 4333 0 542 UnitedHealth Group Inc. COM 91324P102 12480 50474 SH SOLE 47010 6 3458 WABTEC CORP COM 929740108 3885 52695 SH SOLE 48282 12 4401 ENTERPRISE PRODUCTS PARTNERS MLP 293792107 733 25184 SH SOLE 329 0 24855 GOLAR LNG PARTNERS LP COM UNIT MLP Y2745C102 3077 238350 SH SOLE 221430 0 16920 ALERIAN MLP ETF ETF 00162Q866 7861 783753 SH SOLE 733379 187 50187 INVESCO BUYBACK ACHIEVERS ETF ETF 46137V308 1920 32193 SH SOLE 21235 0 10958 SPDR GOLD TRUST GOLD SHS ETF 78463V107 10089 82688 SH SOLE 77681 14 4993