0001133219-23-000003.txt : 20230131 0001133219-23-000003.hdr.sgml : 20230131 20230131123209 ACCESSION NUMBER: 0001133219-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230131 DATE AS OF CHANGE: 20230131 EFFECTIVENESS DATE: 20230131 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: 23571256 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 X0202 13F-HR LIVE false false false 0001133219 XXXXXXXX 12-31-2022 12-31-2022 MUHLENKAMP & CO INC

5000 STONEWOOD DRIVE, STE. 300 WEXFORD PA 15090

13F HOLDINGS REPORT 028-03447 N Anthony Muhlenkamp 724.934.5139 Anthony Muhlenkamp Wexford PA 01-31-2023 0 27 236039595 false INFORMATION TABLE 2 MuhlenkampCo_13f.xml ALPS ETF TR ALERIAN MLP 00162Q452 10823948 284317 SH SOLE 0 236420 0 47897 APPLE INC COM 037833100 7180711 55266 SH SOLE 0 48577 0 6689 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11562127 37430 SH SOLE 0 33105 0 4325 BRISTOL-MYERS SQUIBB CO COM 110122108 9277953 128950 SH SOLE 0 114738 0 14212 BROADCOM INC COM 11135F101 8990810 16080 SH SOLE 0 14098 0 1982 CAMECO CORP COM 13321L108 3671724 161964 SH SOLE 0 142965 0 18999 CVS HEALTH CORP COM 126650100 10262362 110123 SH SOLE 0 97137 0 12986 DOW INC COM 260557103 10982904 217958 SH SOLE 0 192243 0 25715 ENTERPRISE PRODS PARTNERS L COM 293792107 599503 24855 SH SOLE 0 0 0 24855 EQT CORP COM 26884L109 15082801 445841 SH SOLE 0 391875 0 53966 EXXON MOBIL CORP COM 30231G102 215306 1952 SH SOLE 0 1706 0 246 FRANCO NEV CORP COM 351858105 5238785 38385 SH SOLE 0 35180 0 3205 KIRBY CORP COM 497266106 10578818 164395 SH SOLE 0 145061 0 19334 MASTEC INC COM 576323109 10940757 128217 SH SOLE 0 112605 0 15612 MCKESSON CORP COM 58155Q103 14347965 38249 SH SOLE 0 34557 0 3692 MICROCHIP TECHNOLOGY INC. COM 595017104 7869686 112024 SH SOLE 0 98222 0 13802 MICROSOFT CORP COM 594918104 7497632 31264 SH SOLE 0 27375 0 3889 NMI HLDGS INC CL A 629209305 6131726 293384 SH SOLE 0 283656 0 9728 OCCIDENTAL PETE CORP COM 674599105 14672009 232926 SH SOLE 0 203899 0 29027 PROSHARES TR SHORT QQQ NEW 74347B714 13319760 904875 SH SOLE 0 818227 0 86648 ROYAL GOLD INC COM 780287108 5290175 46932 SH SOLE 0 42702 0 4230 RUSH ENTERPRISES INC CL A 781846209 12568426 240406 SH SOLE 0 228456 0 11950 RUSH ENTERPRISES INC CL B 781846308 351969 6255 SH SOLE 0 5694 0 561 SCHLUMBERGER LTD COM STK 806857108 16797560 314208 SH SOLE 0 276706 0 37502 SPDR GOLD TR GOLD SHS 78463V107 3126804 18432 SH SOLE 0 12309 0 6123 UNITEDHEALTH GROUP INC COM 91324P102 13124606 24755 SH SOLE 0 21916 0 2839 WABTEC COM 929740108 5532768 55433 SH SOLE 0 49777 0 5656