0001133219-21-000005.txt : 20210818 0001133219-21-000005.hdr.sgml : 20210818 20210818150529 ACCESSION NUMBER: 0001133219-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210818 DATE AS OF CHANGE: 20210818 EFFECTIVENESS DATE: 20210818 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: 211186511 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 03-31-2021 03-31-2021 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 08-18-2021 0 33 270366 false INFORMATION TABLE 2 MuhlenkampCo_13f_20210331.xml BRISTOL-MYERS SQUIBB CO COM 110122108 8649 125419 SH SOLE 0 111503 0 13916 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10689 36975 SH SOLE 0 32718 0 4257 PFIZER INC COM 717081103 1229 24379 SH SOLE 0 11374 0 13005 MICROSOFT CORP COM 594918104 13101 44701 SH SOLE 0 39482 0 5219 LOCKHEED MARTIN CORP COM 539830109 6986 19319 SH SOLE 0 17193 0 2126 WABTEC COM 929740108 4891 55276 SH SOLE 0 49600 0 5676 CVS HEALTH CORP COM 126650100 9395 108645 SH SOLE 0 95873 0 12772 SCHLUMBERGER LTD COM STK 806857108 8439 310376 SH SOLE 0 273321 0 37055 MCKESSON CORP COM 58155Q103 13314 65548 SH SOLE 0 59411 0 6137 MORGAN STANLEY COM NEW 617446448 1112 10805 SH SOLE 0 0 0 10805 UNITEDHEALTH GROUP INC COM 91324P102 10296 24412 SH SOLE 0 21612 0 2800 APPLE INC COM 037833100 11956 79609 SH SOLE 0 70522 0 9087 EQUITY COMWLTH COM SH BEN INT 294628102 1012 38348 SH SOLE 0 38348 0 0 BIOGEN INC COM 09062X103 6361 18184 SH SOLE 0 15781 0 2403 LENNAR CORP CL A 526057104 7142 68294 SH SOLE 0 60038 0 8256 ENTERPRISE PRODS PARTNERS L COM 293792107 552 24855 SH SOLE 0 0 0 24855 MERITAGE HOMES CORP COM 59001A102 10632 96637 SH SOLE 0 84959 0 11678 ALLIANCE DATA SYSTEMS CORP COM 018581108 11218 124920 SH SOLE 0 110616 0 14304 MICROCHIP TECHNOLOGY INC. COM 595017104 13828 94911 SH SOLE 0 84528 0 10383 SPDR GOLD TR GOLD SHS 78463V107 6935 41537 SH SOLE 0 35775 0 5762 CAMECO CORP COM 13321L108 6039 375775 SH SOLE 0 314836 0 60939 ROYAL GOLD INC COM 780287108 2762 24350 SH SOLE 0 21922 0 2428 TENNECO INC CL A VTG COM STK 880349105 9345 575419 SH SOLE 0 509348 0 66071 WESCO INTL INC COM 95082P105 14498 130575 SH SOLE 0 115264 0 15311 MASTEC INC COM 576323109 11688 128634 SH SOLE 0 112997 0 15637 KIRBY CORP COM 497266106 9166 164851 SH SOLE 0 145512 0 19339 RUSH ENTERPRISES INC CL A 781846209 14056 317711 SH SOLE 0 305761 0 11950 RUSH ENTERPRISES INC CL B 781846308 285 6742 SH SOLE 0 5929 0 813 FRANCO NEV CORP COM 351858105 3176 20853 SH SOLE 0 18746 0 2107 BROADCOM INC COM 11135F101 11666 24370 SH SOLE 0 21547 0 2823 ALPS ETF TR ALERIAN MLP 00162Q452 9095 280436 SH SOLE 0 233015 0 47421 NMI HLDGS INC CL A 629209305 7294 330061 SH SOLE 0 292158 0 37903 DOW INC COM 260557103 13541 217319 SH SOLE 0 191943 0 25376