0001133219-14-000001.txt : 20140214
0001133219-14-000001.hdr.sgml : 20140214
20140214140211
ACCESSION NUMBER: 0001133219-14-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20131231
FILED AS OF DATE: 20140214
DATE AS OF CHANGE: 20140214
EFFECTIVENESS DATE: 20140214
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: 14614442
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
false
false
0001133219
XXXXXXXX
12-31-2013
12-31-2013
MUHLENKAMP & CO INC
5000 STONEWOOD DRIVE, STE. 300
WEXFORD
PA
15090
13F HOLDINGS REPORT
028-03447
N
John H Kunkle III
Analyst
724-934-5126
John H Kunkle III
Pittsburgh
PA
02-14-2014
0
70
574163
true
INFORMATION TABLE
2
inftable.xml
ALLEGIANT TRAVEL CO
COM
01748X102
9818
93110
SH
SOLE
0
93110
0
ALLIANCE DATA SYS CORP COM
COM
018581108
47724
181510
SH
SOLE
0
181510
0
ALLIANCEBERNSTEIN HLDG UNIT LT
COM
01881G106
329
15440
SH
SOLE
0
15440
0
AMERICAN AXLE & MFG COM
COM
024061103
12426
607640
SH
SOLE
0
607640
0
AMERICAN CAPITAL LTD
COM
02503Y103
296
18915
SH
SOLE
0
18915
0
AMERICAN POWER GROUP CORP
COM
02906V102
37
51295
SH
SOLE
0
51295
0
ASBURY AUTOMOTIVE GP COM
COM
043436104
12298
228850
SH
SOLE
0
228850
0
American International Group
COM
026874784
19403
380080
SH
SOLE
0
380080
0
Apple Computer Inc.
COM
037833100
7940
14153
SH
SOLE
0
14153
0
BELLATRIX EXPLORATION COM
COM
078314101
2641
360365
SH
SOLE
0
360365
0
Berkshire Hathaway CL B
COM
084670702
13947
117635
SH
SOLE
0
117635
0
CAREER EDUCATION CORP COM
COM
141665109
118
20700
SH
SOLE
0
20700
0
CELGENE CORP COM
COM
151020104
24910
147425
SH
SOLE
0
147425
0
CHICAGO BRIDGE & IRON COM
COM
167250109
5399
64935
SH
SOLE
0
64935
0
CLEAN ENERGY FUELS CRP COM
COM
184499101
11353
881475
SH
SOLE
0
881475
0
COVIDIEN PLC SHS
COM
G2554F113
12369
181635
SH
SOLE
0
181635
0
CYPRESS SEMICONDUCTOR COM
COM
232806109
3493
332682
SH
SOLE
0
332682
0
Capital One Financial Corp.
COM
14040H105
4004
52260
SH
SOLE
0
52260
0
Cirrus Logic Inc.
COM
172755100
2365
115805
SH
SOLE
0
115805
0
Cisco Systems Inc
COM
17275R102
3714
165599
SH
SOLE
0
165599
0
Citigroup Inc.
COM
172967424
17777
341145
SH
SOLE
0
341145
0
DIRECTV GROUP INC COM
COM
25490a309
7026
101740
SH
SOLE
0
101740
0
DISCOVER FINL SVCS COM
COM
254709108
2527
45170
SH
SOLE
0
45170
0
Delta Air Lines
COM
247361702
20724
754415
SH
SOLE
0
754415
0
EMAGIN CORP COM NEW
COM
29076N206
194
68380
SH
SOLE
0
68380
0
EZCHIP SEMICONDUCTOR
COM
M4146Y108
8171
332035
SH
SOLE
0
332035
0
FLYHT AEROSPACE SOLUTI COM
COM
30252U105
22
50895
SH
SOLE
0
50895
0
FORTRESS INVT GRP LLC CL A
COM
34958B106
606
70765
SH
SOLE
0
70765
0
FUEL SYS SOLUTIONS INC COM
COM
35952W103
1122
80883
SH
SOLE
0
80883
0
Forest Oil
COM
346091705
368
102060
SH
SOLE
0
102060
0
GILEAD SCIENCES INC COM
COM
375558103
14479
192795
SH
SOLE
0
192795
0
GLOBUS MED INC CL A
COM
379577208
2278
112875
SH
SOLE
0
112875
0
General Electric
COM
369604103
17442
622255
SH
SOLE
0
622255
0
General Motors Co.
COM
37045V100
19286
471895
SH
SOLE
0
471895
0
HANESBRANDS INC COM
COM
410345102
3451
49115
SH
SOLE
0
49115
0
Halliburton Co.
COM
406216101
12705
250350
SH
SOLE
0
250350
0
INNOVATIVE SOLTNS&SUPP COM
COM
45769N105
2932
402214
SH
SOLE
0
402214
0
International Business Machine
COM
459200101
1135
6050
SH
SOLE
0
6050
0
J.P. Morgan Chase & Co.
COM
46625H100
26715
456820
SH
SOLE
0
456820
0
KBR INC COM
COM
48242W106
5700
178745
SH
SOLE
0
178745
0
LATTICE SEMICONDUCTOR CORP
COM
518415104
3647
664310
SH
SOLE
0
664310
0
LINCOLN NATL CORP IND COM
COM
534187109
15862
307280
SH
SOLE
0
307280
0
LSI LOGIC CORP COM
COM
502161102
3463
313835
SH
SOLE
0
313835
0
Mcdermott Intl Inc
COM
580037109
248
27020
SH
SOLE
0
27020
0
Microsoft Corp
COM
594918104
21176
566065
SH
SOLE
0
566065
0
Morgan Stanley
COM
617446448
378
12065
SH
SOLE
0
12065
0
NUPATHE INC COM
COM
67059M100
67
20425
SH
SOLE
0
20425
0
Oracle Corp
COM
68389X105
20721
541593
SH
SOLE
0
541593
0
PAN AMERICAN SILVER CP COM
COM
697900108
236
20210
SH
SOLE
0
20210
0
PHILIP MORRIS INTL. INC.
COM
718172109
21389
245487
SH
SOLE
0
245487
0
Pfizer Inc
COM
717081103
1382
45129
SH
SOLE
0
45129
0
Pulte Homes, Inc.
COM
745867101
3887
190800
SH
SOLE
0
190800
0
QUANTUM FUEL SYS TECH COM NEW
COM
74765E307
117
14990
SH
SOLE
0
14990
0
REX ENERGY CORP
COM
761565100
16581
841265
SH
SOLE
0
841265
0
Rush Enterprises CLA
COM
781846209
11415
385002
SH
SOLE
0
385002
0
Rush Enterprises CLB
COM
781846308
2381
93372
SH
SOLE
0
93372
0
SONIC AUTOMOTIVE INC CL A
COM
83545G102
24186
987990
SH
SOLE
0
987990
0
SPIRIT AIRLS INC COM
COM
848577102
3938
86725
SH
SOLE
0
86725
0
State Street Corp
COM
857477103
24118
328628
SH
SOLE
0
328628
0
TEVA PHARMACEUTCL INDS ADR
COM
881624209
7068
176340
SH
SOLE
0
176340
0
UNIVERSAL DISPLAY CORP COM
COM
91347P105
7076
205945
SH
SOLE
0
205945
0
WCI CMNTYS INC COM PAR $0.01
COM
92923C807
2985
156344
SH
SOLE
0
156344
0
WESTPORT INNOVATIONS COM NEW
COM
960908309
11541
588547
SH
SOLE
0
588547
0
Muhlenkamp Fund
MUT
962096103
258
3796
SH
SOLE
0
3796
0
DOUBLELINE INCOME SOLU COM
CF
258622109
387
18355
SH
SOLE
0
18355
0
CALL AMERICAN CAPITAL LTD 12 E
CALL
4180324
1627
4120
SH
SOLE
0
4120
0
CALL CIGNA CORP $52.5 EXP 01/1
CALL
4104888
216
60
SH
SOLE
0
60
0
CALL MICROSOFT CORP $28 EXP 01
CALL
4345707
2300
2376
SH
SOLE
0
2376
0
CALL MORGAN STANLEY $15 EXP 01
CALL
4680440
524
320
SH
SOLE
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320
0
CALL MORGAN STANLEY $17 EXP 01
CALL
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4000
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4000
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