0001133219-22-000001.txt : 20220329
0001133219-22-000001.hdr.sgml : 20220329
20220329122243
ACCESSION NUMBER: 0001133219-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220329
DATE AS OF CHANGE: 20220329
EFFECTIVENESS DATE: 20220329
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: 22779253
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
12-31-2021
12-31-2021
MUHLENKAMP & CO INC
5000 STONEWOOD DRIVE, STE. 300
WEXFORD
PA
15090
13F HOLDINGS REPORT
028-03447
N
Anthony Muhlenkamp
President
7249345139
Anthony Muhlenkamp
Wexford
PA
03-29-2022
0
35
286940
false
INFORMATION TABLE
2
MuhlenkampCo13f5.xml
ALLIANCE DATA SYSTEMS CORP
COM
018581108
8309
124816
SH
SOLE
0
110512
0
14304
ALPS ETF TR
ALERIAN MLP
00162Q452
9174
280200
SH
SOLE
0
232779
0
47421
APPLE INC
COM
037833100
14128
79565
SH
SOLE
0
70478
0
9087
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
11054
36971
SH
SOLE
0
32711
0
4260
BRISTOL-MYERS SQUIBB CO
COM
110122108
7855
125987
SH
SOLE
0
112009
0
13978
BROADCOM INC
COM
11135F101
14541
21852
SH
SOLE
0
19029
0
2823
CAMECO CORP
COM
13321L108
3510
160916
SH
SOLE
0
141880
0
19036
CVS HEALTH CORP
COM
126650100
11207
108633
SH
SOLE
0
95848
0
12785
DOW INC
COM
260557103
12321
217226
SH
SOLE
0
191850
0
25376
ENTERPRISE PRODS PARTNERS L
COM
293792107
546
24855
SH
SOLE
0
0
0
24855
EQT CORP
COM
26884L109
9690
444283
SH
SOLE
0
390588
0
53695
EQUITY COMWLTH
COM SH BEN INT
294628102
2923
112855
SH
SOLE
0
99799
0
13056
FRANCO NEV CORP
COM
351858105
4818
34839
SH
SOLE
0
32732
0
2107
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
550
5699
SH
SOLE
0
0
0
5699
KIRBY CORP
COM
497266106
9787
164716
SH
SOLE
0
145377
0
19339
LENNAR CORP
CL A
526057104
7926
68236
SH
SOLE
0
59980
0
8256
LOCKHEED MARTIN CORP
COM
539830109
6905
19427
SH
SOLE
0
17287
0
2140
LOYALTY VENTURES INC
COMMON STOCK
54911Q107
1480
49222
SH
SOLE
0
43504
0
5718
MASTEC INC
COM
576323109
11862
128539
SH
SOLE
0
112902
0
15637
MCKESSON CORP
COM
58155Q103
16281
65500
SH
SOLE
0
59363
0
6137
MERITAGE HOMES CORP
COM
59001A102
11788
96574
SH
SOLE
0
84896
0
11678
MICROCHIP TECHNOLOGY INC.
COM
595017104
14558
167222
SH
SOLE
0
146456
0
20766
MICROSOFT CORP
COM
594918104
15025
44675
SH
SOLE
0
39456
0
5219
MORGAN STANLEY
COM NEW
617446448
1061
10805
SH
SOLE
0
0
0
10805
NMI HLDGS INC
CL A
629209305
7230
330870
SH
SOLE
0
292853
0
38017
PFIZER INC
COM
717081103
1440
24379
SH
SOLE
0
11374
0
13005
ROYAL GOLD INC
COM
780287108
4349
41334
SH
SOLE
0
38906
0
2428
RUSH ENTERPRISES INC
CL A
781846209
13317
239346
SH
SOLE
0
227396
0
11950
RUSH ENTERPRISES INC
CL B
781846308
364
6742
SH
SOLE
0
5929
0
813
SCHLUMBERGER LTD
COM STK
806857108
9288
310127
SH
SOLE
0
273072
0
37055
SPDR GOLD TR
GOLD SHS
78463V107
2692
15745
SH
SOLE
0
9983
0
5762
TENNECO INC
CL A VTG COM STK
880349105
6494
574720
SH
SOLE
0
508649
0
66071
UNITEDHEALTH GROUP INC
COM
91324P102
12250
24396
SH
SOLE
0
21596
0
2800
WABTEC
COM
929740108
5084
55193
SH
SOLE
0
49517
0
5676
WESCO INTL INC
COM
95082P105
17133
130199
SH
SOLE
0
114888
0
15311