0001133219-22-000003.txt : 20220718 0001133219-22-000003.hdr.sgml : 20220718 20220718144602 ACCESSION NUMBER: 0001133219-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220718 DATE AS OF CHANGE: 20220718 EFFECTIVENESS DATE: 20220718 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: 221089006 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 06-30-2022 06-30-2022 MUHLENKAMP & CO INC

5000 STONEWOOD DRIVE, STE. 300 WEXFORD PA 15090

13F HOLDINGS REPORT 028-03447 N ANTHONY MUHLENKAMP 7249345139 Anthony Muhlenkamp Wexford PA 07-18-2022 0 28 213553 false INFORMATION TABLE 2 MuhlenkampCo_13f.xml ALPS ETF TR ALERIAN MLP 00162Q452 9684 281100 SH SOLE 0 233679 0 47421 APPLE INC COM 037833100 7563 55317 SH SOLE 0 48615 0 6702 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10155 37194 SH SOLE 0 32934 0 4260 BRISTOL-MYERS SQUIBB CO COM 110122108 9822 127556 SH SOLE 0 113578 0 13978 BROADCOM INC COM 11135F101 7808 16073 SH SOLE 0 14088 0 1985 CAMECO CORP COM 13321L108 3396 161565 SH SOLE 0 142529 0 19036 CVS HEALTH CORP COM 126650100 10093 108923 SH SOLE 0 96138 0 12785 DOW INC COM 260557103 11219 217376 SH SOLE 0 192000 0 25376 ENTERPRISE PRODS PARTNERS L COM 293792107 606 24855 SH SOLE 0 0 0 24855 EQT CORP COM 26884L109 15298 444702 SH SOLE 0 391007 0 53695 FRANCO NEV CORP COM 351858105 4665 35453 SH SOLE 0 33346 0 2107 KIRBY CORP COM 497266106 9973 163915 SH SOLE 0 144576 0 19339 MASTEC INC COM 576323109 9165 127895 SH SOLE 0 112258 0 15637 MCKESSON CORP COM 58155Q103 12371 37924 SH SOLE 0 34295 0 3629 MICROCHIP TECHNOLOGY INC. COM 595017104 6498 111873 SH SOLE 0 98039 0 13834 MICROSOFT CORP COM 594918104 8024 31241 SH SOLE 0 27345 0 3896 MORGAN STANLEY COM NEW 617446448 822 10805 SH SOLE 0 0 0 10805 NMI HLDGS INC CL A 629209305 4871 292528 SH SOLE 0 282870 0 9658 OCCIDENTAL PETE CORP COM 674599105 13658 231962 SH SOLE 0 202883 0 29079 PFIZER INC COM 717081103 1267 24164 SH SOLE 0 11159 0 13005 ROYAL GOLD INC COM 780287108 4496 42103 SH SOLE 0 39675 0 2428 RUSH ENTERPRISES INC CL A 781846209 11588 240406 SH SOLE 0 228456 0 11950 RUSH ENTERPRISES INC CL B 781846308 323 6507 SH SOLE 0 5694 0 813 SCHLUMBERGER LTD COM STK 806857108 11105 310543 SH SOLE 0 273488 0 37055 SPDR GOLD TR GOLD SHS 78463V107 2467 14645 SH SOLE 0 8883 0 5762 TENNECO INC CL A VTG COM STK 880349105 9475 552169 SH SOLE 0 499479 0 52690 UNITEDHEALTH GROUP INC COM 91324P102 12596 24524 SH SOLE 0 21724 0 2800 WABTEC COM 929740108 4545 55375 SH SOLE 0 49699 0 5676