0001133219-22-000002.txt : 20220401
0001133219-22-000002.hdr.sgml : 20220401
20220401124438
ACCESSION NUMBER: 0001133219-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220401
DATE AS OF CHANGE: 20220401
EFFECTIVENESS DATE: 20220401
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: 22797042
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
03-31-2022
03-31-2022
MUHLENKAMP & CO INC
5000 STONEWOOD DRIVE, STE. 300
WEXFORD
PA
15090
13F HOLDINGS REPORT
028-03447
N
ANTHONY W MUHLENKAMP
PRESIDENT
7249345139
ANTHONY W MUHLENKAMP
WEXFORD
PA
04-01-2022
0
36
287147
false
INFORMATION TABLE
2
MuhlenkampCo13f6.xml
ALPS ETF TR
ALERIAN MLP
00162Q452
10789
281693
SH
SOLE
0
234272
0
47421
APPLE INC
COM
037833100
9696
55527
SH
SOLE
0
48825
0
6702
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
13099
37116
SH
SOLE
0
32856
0
4260
BRISTOL-MYERS SQUIBB CO
COM
110122108
9268
126906
SH
SOLE
0
112928
0
13978
BROADCOM INC
COM
11135F101
10159
16133
SH
SOLE
0
14148
0
1985
CAMECO CORP
COM
13321L108
4719
162168
SH
SOLE
0
143132
0
19036
CVS HEALTH CORP
COM
126650100
11036
109037
SH
SOLE
0
96252
0
12785
DOW INC
COM
260557103
13896
218078
SH
SOLE
0
192702
0
25376
ENTERPRISE PRODS PARTNERS L
COM
293792107
642
24855
SH
SOLE
0
0
0
24855
EQT CORP
COM
26884L109
15375
446813
SH
SOLE
0
393118
0
53695
EQUITY COMWLTH
COM SH BEN INT
294628102
3197
113328
SH
SOLE
0
100272
0
13056
FRANCO NEV CORP
COM
351858105
5617
35213
SH
SOLE
0
33106
0
2107
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
516
5699
SH
SOLE
0
0
0
5699
KIRBY CORP
COM
497266106
11940
165399
SH
SOLE
0
146060
0
19339
LENNAR CORP
CL A
526057104
5590
68866
SH
SOLE
0
60610
0
8256
LOCKHEED MARTIN CORP
COM
539830109
8654
19605
SH
SOLE
0
17465
0
2140
LOYALTY VENTURES INC
COMMON STOCK
54911Q107
827
50047
SH
SOLE
0
44329
0
5718
MASTEC INC
COM
576323109
11241
129059
SH
SOLE
0
113422
0
15637
MCKESSON CORP
COM
58155Q103
20078
65585
SH
SOLE
0
59448
0
6137
MERITAGE HOMES CORP
COM
59001A102
7694
97114
SH
SOLE
0
85436
0
11678
MICROCHIP TECHNOLOGY INC.
COM
595017104
8436
112275
SH
SOLE
0
98441
0
13834
MICROSOFT CORP
COM
594918104
9655
31315
SH
SOLE
0
27445
0
3870
MORGAN STANLEY
COM NEW
617446448
944
10805
SH
SOLE
0
0
0
10805
NMI HLDGS INC
CL A
629209305
6872
333281
SH
SOLE
0
295264
0
38017
OCCIDENTAL PETE CORP
COM
674599105
13198
232607
SH
SOLE
0
203528
0
29079
PFIZER INC
COM
717081103
1262
24379
SH
SOLE
0
11374
0
13005
ROYAL GOLD INC
COM
780287108
5909
41824
SH
SOLE
0
39396
0
2428
RUSH ENTERPRISES INC
CL A
781846209
12239
240406
SH
SOLE
0
228456
0
11950
RUSH ENTERPRISES INC
CL B
781846308
315
6507
SH
SOLE
0
5694
0
813
SCHLUMBERGER LTD
COM STK
806857108
12860
311297
SH
SOLE
0
274242
0
37055
SPDR GOLD TR
GOLD SHS
78463V107
2811
15561
SH
SOLE
0
9799
0
5762
SPDR SER TR
PORTFLI TIPS ETF
78464A656
236
7797
SH
SOLE
0
7797
0
0
TENNECO INC
CL A VTG COM STK
880349105
10282
561219
SH
SOLE
0
508529
0
52690
UNITEDHEALTH GROUP INC
COM
91324P102
12485
24481
SH
SOLE
0
21681
0
2800
WABTEC
COM
929740108
5341
55542
SH
SOLE
0
49866
0
5676
WESCO INTL INC
COM
95082P105
10269
78911
SH
SOLE
0
74185
0
4726