0001133219-22-000004.txt : 20221101
0001133219-22-000004.hdr.sgml : 20221101
20221101130441
ACCESSION NUMBER: 0001133219-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221101
DATE AS OF CHANGE: 20221101
EFFECTIVENESS DATE: 20221101
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: 221349400
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
true
0001133219
XXXXXXXX
09-30-2022
09-30-2022
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
11-01-2022
0
27
223961
false
INFORMATION TABLE
2
MuhlenkampCo_13f.xml
ALPS ETF TR
ALERIAN MLP
00162Q452
10385
284057
SH
SOLE
0
236344
0
47713
APPLE INC
COM
037833100
7646
55322
SH
SOLE
0
48562
0
6760
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
9985
37394
SH
SOLE
0
33031
0
4363
BRISTOL-MYERS SQUIBB CO
COM
110122108
9153
128753
SH
SOLE
0
114404
0
14349
BROADCOM INC
COM
11135F101
7147
16096
SH
SOLE
0
14094
0
2002
CAMECO CORP
COM
13321L108
4298
162123
SH
SOLE
0
142920
0
19203
CVS HEALTH CORP
COM
126650100
10491
110001
SH
SOLE
0
96891
0
13110
DIREXION SHS ETF TR
DLY S&P500 BR 1X
25460E869
11674
652921
SH
SOLE
0
589286
0
63635
DOW INC
COM
260557103
9584
218157
SH
SOLE
0
192176
0
25981
ENTERPRISE PRODS PARTNERS L
COM
293792107
591
24855
SH
SOLE
0
0
0
24855
EQT CORP
COM
26884L109
18186
446292
SH
SOLE
0
391747
0
54545
FRANCO NEV CORP
COM
351858105
4578
38314
SH
SOLE
0
35077
0
3237
KIRBY CORP
COM
497266106
10000
164549
SH
SOLE
0
145011
0
19538
MASTEC INC
COM
576323109
8150
128341
SH
SOLE
0
112567
0
15774
MCKESSON CORP
COM
58155Q103
12986
38209
SH
SOLE
0
34479
0
3730
MICROCHIP TECHNOLOGY INC.
COM
595017104
6844
112136
SH
SOLE
0
98191
0
13945
MICROSOFT CORP
COM
594918104
7286
31285
SH
SOLE
0
27357
0
3928
NMI HLDGS INC
CL A
629209305
5980
293580
SH
SOLE
0
283464
0
10116
OCCIDENTAL PETE CORP
COM
674599105
14328
233163
SH
SOLE
0
203835
0
29328
ROYAL GOLD INC
COM
780287108
4396
46855
SH
SOLE
0
42582
0
4273
RUSH ENTERPRISES INC
CL A
781846209
10544
240406
SH
SOLE
0
228456
0
11950
RUSH ENTERPRISES INC
CL B
781846308
312
6507
SH
SOLE
0
5694
0
813
SCHLUMBERGER LTD
COM STK
806857108
11291
314502
SH
SOLE
0
276609
0
37893
SPDR GOLD TR
GOLD SHS
78463V107
2859
18485
SH
SOLE
0
12300
0
6185
TENNECO INC
CL A VTG COM STK
880349105
8262
475114
SH
SOLE
0
421793
0
53321
UNITEDHEALTH GROUP INC
COM
91324P102
12493
24736
SH
SOLE
0
21869
0
2867
WABTEC
COM
929740108
4512
55466
SH
SOLE
0
49756
0
5710