0001133219-20-000003.txt : 20200820
0001133219-20-000003.hdr.sgml : 20200820
20200820145201
ACCESSION NUMBER: 0001133219-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200820
DATE AS OF CHANGE: 20200820
EFFECTIVENESS DATE: 20200820
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: 201119758
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
true
0001133219
XXXXXXXX
06-30-2020
06-30-2020
MUHLENKAMP & CO INC
5000 STONEWOOD DRIVE, STE. 300
WEXFORD
PA
15090
13F HOLDINGS REPORT
028-03447
N
Anthony Muhlenkamp
President/CCO
7249345139
Anthony W Muhlenkamp
Wexford
PA
08-20-2020
0
31
187705
false
INFORMATION TABLE
2
MuhlenkampCo13f.xml
BRISTOL-MYERS SQUIBB CO
COM
110122108
7248
123273
SH
SOLE
0
112232
0
11041
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
6498
36404
SH
SOLE
0
32997
0
3407
PFIZER INC
COM
717081103
782
23922
SH
SOLE
0
10917
0
13005
MICROSOFT CORP
COM
594918104
16789
82497
SH
SOLE
0
72839
0
9658
LOCKHEED MARTIN CORP
COM
539830109
6891
18884
SH
SOLE
0
17200
0
1684
WABTEC
COM
929740108
3068
53294
SH
SOLE
0
49063
0
4231
CVS HEALTH CORP
COM
126650100
6922
106548
SH
SOLE
0
96232
0
10316
MCKESSON CORP
COM
58155Q103
10822
70539
SH
SOLE
0
65946
0
4593
MORGAN STANLEY
COM NEW
617446448
522
10805
SH
SOLE
0
0
0
10805
GILEAD SCIENCES INC
COM
375558103
3802
49415
SH
SOLE
0
39867
0
9548
UNITEDHEALTH GROUP INC
COM
91324P102
7093
24047
SH
SOLE
0
21798
0
2249
APPLE INC
COM
037833100
14265
39103
SH
SOLE
0
34838
0
4265
BIOGEN INC
COM
09062X103
4771
17831
SH
SOLE
0
15849
0
1982
LENNAR CORP
CL A
526057104
5684
92239
SH
SOLE
0
81216
0
11023
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
340
5981
SH
SOLE
0
5552
0
429
ENTERPRISE PRODS PARTNERS L
COM
293792107
452
24855
SH
SOLE
0
0
0
24855
MERITAGE HOMES CORP
COM
59001A102
8996
118187
SH
SOLE
0
108274
0
9913
ALLIANCE DATA SYSTEMS CORP
COM
018581108
5545
122886
SH
SOLE
0
111524
0
11362
MICROCHIP TECHNOLOGY INC.
COM
595017104
10004
94993
SH
SOLE
0
86748
0
8245
SPDR GOLD TR
GOLD SHS
78463V107
11647
69589
SH
SOLE
0
64575
0
5014
CAMECO CORP
COM
13321L108
3891
379581
SH
SOLE
0
326046
0
53535
TENNECO INC
CL A VTG COM STK
880349105
4269
564722
SH
SOLE
0
512548
0
52174
MASTEC INC
COM
576323109
4144
92351
SH
SOLE
0
83612
0
8739
RUSH ENTERPRISES INC
CL A
781846209
7944
191608
SH
SOLE
0
191608
0
0
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
5491
49763
SH
SOLE
0
45303
0
4460
BROADCOM INC
COM
11135F101
7623
24153
SH
SOLE
0
21882
0
2271
ALPS ETF TR
ALERIAN MLP
00162Q452
6231
252487
SH
SOLE
0
233520
0
18967
GOLAR LNG PARTNERS LP
COM UNIT LPI
Y2745C102
664
257367
SH
SOLE
0
234740
0
22627
NMI HLDGS INC
CL A
629209305
5186
322516
SH
SOLE
0
292546
0
29970
DOW INC
COM
260557103
9138
224184
SH
SOLE
0
203579
0
20605
BRISTOL-MYERS SQUIBB CO
RIGHT 99/99/9999
110122157
251
70121
SH
SOLE
0
65142
0
4979