0001133219-19-000005.txt : 20190828
0001133219-19-000005.hdr.sgml : 20190828
20190827173401
ACCESSION NUMBER: 0001133219-19-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190828
DATE AS OF CHANGE: 20190827
EFFECTIVENESS DATE: 20190828
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: 191058602
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
true
false
0001133219
XXXXXXXX
06-30-2019
06-30-2019
MUHLENKAMP & CO INC
5000 STONEWOOD DRIVE, STE. 300
WEXFORD
PA
15090
13F HOLDINGS REPORT
028-03447
N
Anthony W Muhlenkamp
Title
7249345139
Anthony Muhlenkamp
Wexford
PA
08-27-2019
0
34
205668
false
INFORMATION TABLE
2
sec13f_20190630.xml
CIGNA CORP NEW
COM
125523100
4809
30522
SH
SOLE
28298
0
2224
MICROSOFT CORP
COM
594918104
16845
125743
SH
SOLE
115725
0
10018
CELANESE CORP DEL
COM
150870103
5312
49278
SH
SOLE
46515
0
2763
RUSH ENTERPRISES INC
CL A
781846209
9126
249899
SH
SOLE
249899
0
0
MORGAN STANLEY
COM NEW
617446448
473
10805
SH
SOLE
0
0
10805
BROADCOM INC
COM
11135F101
7675
26661
SH
SOLE
24297
0
2364
GILEAD SCIENCES INC
COM
375558103
8955
132551
SH
SOLE
122579
0
9972
ALPS ETF TR
ALERIAN MLP
00162Q866
7694
781163
SH
SOLE
730759
0
50404
CAMECO CORP
COM
13321L108
9066
844896
SH
SOLE
788936
0
55960
DELTA AIR LINES INC DEL
COM NEW
247361702
6488
114330
SH
SOLE
109715
0
4615
FEDERATED INVS INC PA
CL B
314211103
8033
247158
SH
SOLE
228918
0
18240
AUTOZONE INC
COM
053332102
11606
10556
SH
SOLE
9774
0
782
MICROCHIP TECHNOLOGY INC
COM
595017104
8246
95109
SH
SOLE
86489
0
8620
GOLAR LNG PARTNERS LP
COM UNIT LPI
Y2745C102
2687
237750
SH
SOLE
220830
0
16920
DOW INC
COM
260557103
1856
37648
SH
SOLE
34266
0
3382
MCKESSON CORP
COM
58155Q103
9330
69428
SH
SOLE
65096
0
4332
UNITEDHEALTH GROUP INC
COM
91324P102
7292
29884
SH
SOLE
29011
0
873
MERITAGE HOMES CORP
COM
59001A102
6043
117704
SH
SOLE
107380
0
10324
PFIZER INC
COM
717081103
1117
25785
SH
SOLE
12125
0
13660
CELGENE CORP
COM
151020104
6528
70621
SH
SOLE
65427
0
5194
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
5842
92163
SH
SOLE
85779
0
6384
CORTEVA INC
COM
22052L104
1113
37648
SH
SOLE
34266
0
3382
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
1978
31585
SH
SOLE
20627
0
10958
DUPONT DE NEMOURS INC
COM
26614N102
2826
37648
SH
SOLE
34266
0
3382
SPDR GOLD TRUST
GOLD SHS
78463V107
11050
82960
SH
SOLE
77946
0
5014
ANNALY CAP MGMT INC
COM
035710409
1879
205859
SH
SOLE
105015
0
100844
BIOGEN INC
COM
09062X103
4158
17780
SH
SOLE
15727
0
2053
ALLIANCE DATA SYSTEMS CORP
COM
018581108
9616
68623
SH
SOLE
63667
0
4956
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
5161
36203
SH
SOLE
33357
0
2846
WABTEC CORP
COM
929740108
3769
52521
SH
SOLE
48105
0
4416
ACUITY BRANDS INC
COM
00508Y102
5925
42960
SH
SOLE
39505
0
3455
ENTERPRISE PRODS PARTNERS L
COM
293792107
718
24855
SH
SOLE
0
0
24855
APPLE INC
COM
037833100
12452
62914
SH
SOLE
57985
0
4929