0001133219-20-000001.txt : 20200220
0001133219-20-000001.hdr.sgml : 20200220
20200220103002
ACCESSION NUMBER: 0001133219-20-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200220
DATE AS OF CHANGE: 20200220
EFFECTIVENESS DATE: 20200220
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: 20633022
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
12-31-2019
12-31-2019
MUHLENKAMP & CO INC
5000 STONEWOOD DRIVE, STE. 300
WEXFORD
PA
15090
13F HOLDINGS REPORT
028-03447
N
Anthony W Muhlenkamp
President
7249345139
Anthony W Muhlenkamp
Wexford
PA
02-20-2020
0
37
228820
false
INFORMATION TABLE
2
MuhlenkampCo_13f_20191231.xml
BRISTOL MYERS SQUIBB CO
COM
110122108
7910
123223
SH
SOLE
0
111718
0
11505
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
8226
36318
SH
SOLE
0
32778
0
3540
PFIZER INC
COM
717081103
980
25014
SH
SOLE
0
11354
0
13660
MICROSOFT CORP
COM
594918104
16026
101622
SH
SOLE
0
91539
0
10083
LOCKHEED MARTIN CORP
COM
539830109
7355
18889
SH
SOLE
0
17136
0
1753
WABTEC CORP
COM
929740108
4090
52567
SH
SOLE
0
48151
0
4416
CVS HEALTH CORP
COM
126650100
7913
106514
SH
SOLE
0
95769
0
10745
MCKESSON CORP
COM
58155Q103
9757
70541
SH
SOLE
0
65758
0
4783
MORGAN STANLEY
COM NEW
617446448
552
10805
SH
SOLE
0
0
0
10805
GILEAD SCIENCES INC
COM
375558103
2565
39475
SH
SOLE
0
29503
0
9972
UNITEDHEALTH GROUP INC
COM
91324P102
3048
10369
SH
SOLE
0
10369
0
0
APPLE INC
COM
037833100
17288
58874
SH
SOLE
0
53945
0
4929
ANNALY CAP MGMT INC
COM
035710409
7149
758883
SH
SOLE
0
658039
0
100844
CIGNA CORP NEW
COM
125523100
6366
31131
SH
SOLE
0
28907
0
2224
AUTOZONE INC
COM
053332102
4569
3835
SH
SOLE
0
3679
0
156
BIOGEN INC
COM
09062X103
5272
17768
SH
SOLE
0
15715
0
2053
LENNAR CORP
CL A
526057104
5136
92060
SH
SOLE
0
80578
0
11482
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
401
6467
SH
SOLE
0
5973
0
494
ENTERPRISE PRODS PARTNERS L
COM
293792107
700
24855
SH
SOLE
0
0
0
24855
MERITAGE HOMES CORP
COM
59001A102
7196
117759
SH
SOLE
0
107435
0
10324
ALLIANCE DATA SYSTEMS CORP
COM
018581108
7590
67647
SH
SOLE
0
62691
0
4956
MICROCHIP TECHNOLOGY INC
COM
595017104
9955
95065
SH
SOLE
0
86445
0
8620
SPDR GOLD TRUST
GOLD SHS
78463V107
11865
83028
SH
SOLE
0
78014
0
5014
CELANESE CORP DEL
COM
150870103
6073
49326
SH
SOLE
0
46563
0
2763
CAMECO CORP
COM
13321L108
3383
380132
SH
SOLE
0
324172
0
55960
TENNECO INC
CL A VTG COM STK
880349105
4899
373957
SH
SOLE
0
339046
0
34911
ACUITY BRANDS INC
COM
00508Y102
5930
42970
SH
SOLE
0
39515
0
3455
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
4428
64195
SH
SOLE
0
53165
0
11030
DELTA AIR LINES INC DEL
COM NEW
247361702
6688
114371
SH
SOLE
0
109756
0
4615
RUSH ENTERPRISES INC
CL A
781846209
11624
249989
SH
SOLE
0
249989
0
0
RUSH ENTERPRISES INC
CL B
781846308
202
4430
SH
SOLE
0
3888
0
542
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
7408
49626
SH
SOLE
0
44979
0
4647
BROADCOM INC
COM
11135F101
7622
24118
SH
SOLE
0
21754
0
2364
ALPS ETF TR
ALERIAN MLP
00162Q866
8002
941429
SH
SOLE
0
853305
0
88124
GOLAR LNG PARTNERS LP
COM UNIT LPI
Y2745C102
2293
259350
SH
SOLE
0
235771
0
23579
DOW INC
COM
260557103
8146
148841
SH
SOLE
0
135151
0
13690
BRISTOL MYERS SQUIBB CO
RIGHT 99/99/9999
110122157
213
70665
SH
SOLE
0
65471
0
5194