0001133219-21-000001.txt : 20210211
0001133219-21-000001.hdr.sgml : 20210211
20210211154059
ACCESSION NUMBER: 0001133219-21-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210211
DATE AS OF CHANGE: 20210211
EFFECTIVENESS DATE: 20210211
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: 21619301
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
12-31-2020
12-31-2020
MUHLENKAMP & CO INC
5000 STONEWOOD DRIVE, STE. 300
WEXFORD
PA
15090
13F HOLDINGS REPORT
028-03447
N
Anthony W Muhlenkamp
President
7249345139
Anthony Muhlenkamp
Wexford
PA
02-11-2021
0
37
248496
false
INFORMATION TABLE
2
MuhlenkampCo_13f.xml
BRISTOL-MYERS SQUIBB CO
COM
110122108
7762
125138
SH
SOLE
0
113729
0
11409
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
8560
36919
SH
SOLE
0
33403
0
3516
PFIZER INC
COM
717081103
874
23739
SH
SOLE
0
10734
0
13005
MICROSOFT CORP
COM
594918104
9941
44695
SH
SOLE
0
40354
0
4341
LOCKHEED MARTIN CORP
COM
539830109
6819
19209
SH
SOLE
0
17470
0
1739
WABTEC
COM
929740108
4023
54964
SH
SOLE
0
50388
0
4576
CVS HEALTH CORP
COM
126650100
7398
108311
SH
SOLE
0
97654
0
10657
SCHLUMBERGER LTD
COM
806857108
3917
179410
SH
SOLE
0
161701
0
17709
MCKESSON CORP
COM
58155Q103
12358
71055
SH
SOLE
0
66325
0
4730
MORGAN STANLEY
COM NEW
617446448
740
10805
SH
SOLE
0
0
0
10805
GILEAD SCIENCES INC
COM
375558103
2960
50803
SH
SOLE
0
40966
0
9837
UNITEDHEALTH GROUP INC
COM
91324P102
8549
24378
SH
SOLE
0
22058
0
2320
APPLE INC
COM
037833100
10557
79565
SH
SOLE
0
72037
0
7528
BIOGEN INC
COM
09062X103
4443
18147
SH
SOLE
0
16090
0
2057
LENNAR CORP
CL A
526057104
7108
93245
SH
SOLE
0
81925
0
11320
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
737
8998
SH
SOLE
0
8228
0
770
ENTERPRISE PRODS PARTNERS L
COM
293792107
487
24855
SH
SOLE
0
0
0
24855
MERITAGE HOMES CORP
COM
59001A102
9821
118588
SH
SOLE
0
108449
0
10139
ALLIANCE DATA SYSTEMS CORP
COM
018581108
9270
125102
SH
SOLE
0
113242
0
11860
MICROCHIP TECHNOLOGY INC.
COM
595017104
13118
94983
SH
SOLE
0
86530
0
8453
SPDR GOLD TR
GOLD SHS
78463V107
8483
47559
SH
SOLE
0
42545
0
5014
CAMECO CORP
COM
13321L108
5153
384551
SH
SOLE
0
329239
0
55312
BAIDU INC
SPON ADR REP A
056752108
5846
27033
SH
SOLE
0
24372
0
2661
ROYAL GOLD INC
COM
780287108
2119
19924
SH
SOLE
0
17999
0
1925
TENNECO INC
CL A VTG COM STK
880349105
6099
575377
SH
SOLE
0
520403
0
54974
WESCO INTL INC
COM
95082P105
10259
130683
SH
SOLE
0
117904
0
12779
MASTEC INC
COM
576323109
11370
166770
SH
SOLE
0
150639
0
16131
KIRBY CORP
COM
497266106
8547
164903
SH
SOLE
0
148760
0
16143
RUSH ENTERPRISES INC
CL A
781846209
13133
317074
SH
SOLE
0
312907
0
4167
RUSH ENTERPRISES INC
CL B
781846308
254
6694
SH
SOLE
0
5881
0
813
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
8328
50460
SH
SOLE
0
45810
0
4650
FRANCO NEV CORP
COM
351858105
2177
17368
SH
SOLE
0
15689
0
1679
BROADCOM INC
COM
11135F101
10675
24380
SH
SOLE
0
22041
0
2339
ALPS ETF TR
ALERIAN MLP
00162Q452
6612
257692
SH
SOLE
0
237823
0
19869
NMI HLDGS INC
CL A
629209305
7456
329197
SH
SOLE
0
297678
0
31519
DOW INC
COM
260557103
12495
225130
SH
SOLE
0
204039
0
21091
BRISTOL-MYERS SQUIBB CO
RIGHT 99/99/9999
110122157
48
69403
SH
SOLE
0
64424
0
4979