0001133219-21-000007.txt : 20211210
0001133219-21-000007.hdr.sgml : 20211210
20211210120111
ACCESSION NUMBER: 0001133219-21-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211210
DATE AS OF CHANGE: 20211210
EFFECTIVENESS DATE: 20211210
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: 211484422
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
09-30-2021
09-30-2021
MUHLENKAMP & CO INC
5000 STONEWOOD DRIVE, STE. 300
WEXFORD
PA
15090
13F HOLDINGS REPORT
028-03447
N
Anthony Muhlenkamp
President
724-934-5139
Anthony Muhlenkamp
Wexford
PA
12-10-2021
0
32
260440
false
INFORMATION TABLE
2
MuhlenkampCo13f20210930.xml
BRISTOL-MYERS SQUIBB CO
COM
110122108
7421
125419
SH
SOLE
0
111503
0
13916
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
10092
36975
SH
SOLE
0
32718
0
4257
PFIZER INC
COM
717081103
1049
24379
SH
SOLE
0
11374
0
13005
MICROSOFT CORP
COM
594918104
12602
44701
SH
SOLE
0
39482
0
5219
LOCKHEED MARTIN CORP
COM
539830109
6667
19319
SH
SOLE
0
17193
0
2126
WABTEC
COM
929740108
4765
55276
SH
SOLE
0
49600
0
5676
CVS HEALTH CORP
COM
126650100
9220
108645
SH
SOLE
0
95873
0
12772
SCHLUMBERGER LTD
COM STK
806857108
9200
310376
SH
SOLE
0
273321
0
37055
MCKESSON CORP
COM
58155Q103
13069
65548
SH
SOLE
0
59411
0
6137
MORGAN STANLEY
COM NEW
617446448
1051
10805
SH
SOLE
0
0
0
10805
UNITEDHEALTH GROUP INC
COM
91324P102
9539
24412
SH
SOLE
0
21612
0
2800
APPLE INC
COM
037833100
11265
79609
SH
SOLE
0
70522
0
9087
EQUITY COMWLTH
COM SH BEN INT
294628102
2934
112943
SH
SOLE
0
99887
0
13056
LENNAR CORP
CL A
526057104
6398
68294
SH
SOLE
0
60038
0
8256
ENTERPRISE PRODS PARTNERS L
COM
293792107
538
24855
SH
SOLE
0
0
0
24855
MERITAGE HOMES CORP
COM
59001A102
9374
96637
SH
SOLE
0
84959
0
11678
ALLIANCE DATA SYSTEMS CORP
COM
018581108
12603
124920
SH
SOLE
0
110616
0
14304
MICROCHIP TECHNOLOGY INC.
COM
595017104
14568
94911
SH
SOLE
0
84528
0
10383
SPDR GOLD TR
GOLD SHS
78463V107
6817
41512
SH
SOLE
0
35750
0
5762
CAMECO CORP
COM
13321L108
8166
375775
SH
SOLE
0
314836
0
60939
ROYAL GOLD INC
COM
780287108
2325
24350
SH
SOLE
0
21922
0
2428
TENNECO INC
CL A VTG COM STK
880349105
8211
575419
SH
SOLE
0
509348
0
66071
WESCO INTL INC
COM
95082P105
15058
130575
SH
SOLE
0
115264
0
15311
MASTEC INC
COM
576323109
11099
128634
SH
SOLE
0
112997
0
15637
KIRBY CORP
COM
497266106
7906
164851
SH
SOLE
0
145512
0
19339
RUSH ENTERPRISES INC
CL A
781846209
14348
317711
SH
SOLE
0
305761
0
11950
RUSH ENTERPRISES INC
CL B
781846308
309
6742
SH
SOLE
0
5929
0
813
FRANCO NEV CORP
COM
351858105
2709
20853
SH
SOLE
0
18746
0
2107
BROADCOM INC
COM
11135F101
11818
24370
SH
SOLE
0
21547
0
2823
ALPS ETF TR
ALERIAN MLP
00162Q452
9347
280436
SH
SOLE
0
233015
0
47421
NMI HLDGS INC
CL A
629209305
7463
330061
SH
SOLE
0
292158
0
37903
DOW INC
COM
260557103
12509
217319
SH
SOLE
0
191943
0
25376