0001133219-21-000006.txt : 20210818 0001133219-21-000006.hdr.sgml : 20210818 20210818151200 ACCESSION NUMBER: 0001133219-21-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 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: 211186548 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 06-30-2021 06-30-2021 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 272608 false INFORMATION TABLE 2 MuhlenkampCo_13f_20210630.xml BRISTOL-MYERS SQUIBB CO COM 110122108 8394 125623 SH SOLE 0 111707 0 13916 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10292 37033 SH SOLE 0 32776 0 4257 PFIZER INC COM 717081103 955 24379 SH SOLE 0 11374 0 13005 MICROSOFT CORP COM 594918104 12130 44776 SH SOLE 0 39557 0 5219 LOCKHEED MARTIN CORP COM 539830109 7321 19349 SH SOLE 0 17223 0 2126 WABTEC COM 929740108 4556 55358 SH SOLE 0 49682 0 5676 CVS HEALTH CORP COM 126650100 9081 108834 SH SOLE 0 96062 0 12772 SCHLUMBERGER LTD COM STK 806857108 9952 310901 SH SOLE 0 273846 0 37055 MCKESSON CORP COM 58155Q103 12551 65631 SH SOLE 0 59494 0 6137 MORGAN STANLEY COM NEW 617446448 991 10805 SH SOLE 0 0 0 10805 UNITEDHEALTH GROUP INC COM 91324P102 9792 24453 SH SOLE 0 21653 0 2800 APPLE INC COM 037833100 10921 79742 SH SOLE 0 70655 0 9087 BIOGEN INC COM 09062X103 6308 18218 SH SOLE 0 15815 0 2403 LENNAR CORP CL A 526057104 6796 68408 SH SOLE 0 60152 0 8256 ENTERPRISE PRODS PARTNERS L COM 293792107 600 24855 SH SOLE 0 0 0 24855 MERITAGE HOMES CORP COM 59001A102 9107 96801 SH SOLE 0 85123 0 11678 ALLIANCE DATA SYSTEMS CORP COM 018581108 13038 125135 SH SOLE 0 110831 0 14304 MICROCHIP TECHNOLOGY INC. COM 595017104 14239 95091 SH SOLE 0 84708 0 10383 SPDR GOLD TR GOLD SHS 78463V107 6896 41637 SH SOLE 0 35875 0 5762 CAMECO CORP COM 13321L108 7280 379585 SH SOLE 0 318646 0 60939 ROYAL GOLD INC COM 780287108 2782 24383 SH SOLE 0 21955 0 2428 TENNECO INC CL A VTG COM STK 880349105 11135 576371 SH SOLE 0 510300 0 66071 WESCO INTL INC COM 95082P105 13448 130793 SH SOLE 0 115482 0 15311 MASTEC INC COM 576323109 13705 129175 SH SOLE 0 113538 0 15637 KIRBY CORP COM 497266106 10013 165126 SH SOLE 0 145787 0 19339 RUSH ENTERPRISES INC CL A 781846209 13738 317711 SH SOLE 0 305761 0 11950 RUSH ENTERPRISES INC CL B 781846308 266 6974 SH SOLE 0 6161 0 813 FRANCO NEV CORP COM 351858105 3029 20882 SH SOLE 0 18775 0 2107 BROADCOM INC COM 11135F101 11640 24411 SH SOLE 0 21588 0 2823 ALPS ETF TR ALERIAN MLP 00162Q452 10227 280887 SH SOLE 0 233466 0 47421 NMI HLDGS INC CL A 629209305 7432 330608 SH SOLE 0 292705 0 37903 INVITAE CORP COM 46185L103 216 6390 SH SOLE 0 6390 0 0 DOW INC COM 260557103 13777 217712 SH SOLE 0 192336 0 25376