0001133219-24-000002.txt : 20240423
0001133219-24-000002.hdr.sgml : 20240423
20240423111832
ACCESSION NUMBER: 0001133219-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240423
DATE AS OF CHANGE: 20240423
EFFECTIVENESS DATE: 20240423
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MUHLENKAMP & CO INC
CENTRAL INDEX KEY: 0001133219
ORGANIZATION NAME:
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: 24863243
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
true
0001133219
XXXXXXXX
03-31-2024
03-31-2024
MUHLENKAMP & CO INC
5000 STONEWOOD DRIVE, STE. 300
WEXFORD
PA
15090
13F HOLDINGS REPORT
028-03447
N
ANTHONY MUHLENKAMP
PRESIDENT
7249345139
ANTHONY W MUHLENKAMP
WEXFORD
PA
04-23-2024
0
29
344279219
false
INFORMATION TABLE
2
MuhlenkampCo_13f.xml
ALPS ETF TR
ALERIAN MLP
00162Q452
8284380
174555
SH
SOLE
0
174245
0
310
APPLE INC
COM
037833100
10735334
62604
SH
SOLE
0
55730
0
6874
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
16056715
38183
SH
SOLE
0
33912
0
4271
BGC GROUP INC
CL A
088929104
13484680
1735480
SH
SOLE
0
1536343
0
199137
BRISTOL-MYERS SQUIBB CO
COM
110122108
7323490
135045
SH
SOLE
0
121022
0
14023
BROADCOM INC
COM
11135F101
21054138
15885
SH
SOLE
0
14025
0
1860
DOW INC
COM
260557103
12983387
224122
SH
SOLE
0
198764
0
25358
ENTERPRISE PRODS PARTNERS L
COM
293792107
725269
24855
SH
SOLE
0
0
0
24855
EQT CORP
COM
26884L109
16704780
450628
SH
SOLE
0
397461
0
53167
KIRBY CORP
COM
497266106
16139010
169314
SH
SOLE
0
149958
0
19356
MASTEC INC
COM
576323109
12401318
132990
SH
SOLE
0
117421
0
15569
MCKESSON CORP
COM
58155Q103
20771263
38691
SH
SOLE
0
35053
0
3638
MICROCHIP TECHNOLOGY INC.
COM
595017104
10476244
116779
SH
SOLE
0
102860
0
13919
MICROSOFT CORP
COM
594918104
13405399
31863
SH
SOLE
0
28005
0
3858
NEWMONT CORP
COM
651639106
9997532
278949
SH
SOLE
0
255429
0
23520
NMI HLDGS INC
CL A
629209305
15016691
464338
SH
SOLE
0
414689
0
49649
OCCIDENTAL PETE CORP
COM
674599105
15427521
237383
SH
SOLE
0
208444
0
28939
PULTE GROUP INC
COM
745867101
11804356
97864
SH
SOLE
0
81004
0
16860
ROYAL GOLD INC
COM
780287108
10463357
85899
SH
SOLE
0
78353
0
7546
RUSH ENTERPRISES INC
CL A
781846209
19868711
371239
SH
SOLE
0
352494
0
18745
RUSH ENTERPRISES INC
CL B
781846308
506308
9501
SH
SOLE
0
8732
0
769
SCHLUMBERGER LTD
COM STK
806857108
17274797
315176
SH
SOLE
0
278180
0
36996
SPDR GOLD TR
GOLD SHS
78463V107
4452398
21643
SH
SOLE
0
15064
0
6579
TAYLOR MORRISON HOME CORP
COM
87724P106
9619564
154730
SH
SOLE
0
128160
0
26570
TEGNA INC
COM
87901J105
10283097
688293
SH
SOLE
0
610845
0
77448
TRANSOCEAN LTD
REG SHS
H8817H100
6345927
1010498
SH
SOLE
0
913725
0
96773
UNITED RENTALS INC
COM
911363109
11053895
15329
SH
SOLE
0
13572
0
1757
UNITEDHEALTH GROUP INC
COM
91324P102
12468914
25205
SH
SOLE
0
22406
0
2799
WABTEC
COM
929740108
9150744
62814
SH
SOLE
0
55490
0
7324