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| Name: |
MUHLENKAMP & CO INC |
| City: |
WEXFORD |
| State: |
PA |
| Zip: |
15090 |
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| Holdings
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27 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
EQT |
EQT Corp |
1 |
- |
$40.09 |
$26,303,000 |
451,015 |
8.21% |
2,255,000 |
924 |
0.075 |
Gas Utilities |
|
|
MCK |
McKesson Corp |
2 |
- |
$531.10 |
$19,847,000 |
27,084 |
6.19% |
-6,123,000 |
-11,505 |
0.017 |
Drugs Wholesale |
|
|
NMIH |
Nmi Holdings, Inc. |
3 |
- |
$38.67 |
$19,654,000 |
465,854 |
6.13% |
2,964,000 |
2,883 |
0.549 |
Surety & Title Insurance |
|
|
RUSHA |
Rush Enterprises Inc |
4 |
- |
$56.54 |
$19,254,000 |
373,783 |
6.01% |
-587,000 |
2,302 |
0.552 |
Auto Dealerships |
|
|
BRK.B |
Berkshire Hathaway B |
5 |
- |
$478.52 |
$18,630,000 |
38,351 |
5.81% |
-1,682,000 |
213 |
0.003 |
Property & Casualty I... |
|
|
MTZ |
Mastec Inc |
6 |
- |
$178.45 |
$18,080,000 |
106,084 |
5.64% |
5,772,000 |
625 |
0.144 |
Heavy Construction |
|
|
AEM |
Agnico Eagle Mines Ltd (USA) |
7 |
- |
$133.51 |
$17,993,000 |
151,287 |
5.61% |
1,596,000 |
35 |
0.033 |
Gold |
|
|
BGC |
Bgc Group Ord Shs Class A |
8 |
- |
$4.43 |
$17,901,000 |
1,749,838 |
5.59% |
1,997,000 |
15,539 |
0.449 |
Investment Brokerage ... |
|
|
NEM |
Newmont Mining Corp |
9 |
- |
$69.00 |
$16,538,000 |
283,860 |
5.16% |
2,840,000 |
137 |
0.035 |
Gold |
|
|
MSFT |
Microsoft Corp |
10 |
- |
$517.10 |
$16,072,000 |
32,311 |
5.01% |
3,969,000 |
70 |
0 |
Application Software |
|
|
RGLD |
Royal Gold Inc |
11 |
- |
$171.55 |
$15,566,000 |
87,526 |
4.86% |
1,265,000 |
66 |
0.133 |
Gold |
|
|
MCHP |
Microchip Technology Inc |
12 |
- |
$65.56 |
$14,179,000 |
201,491 |
4.42% |
8,803,000 |
90,431 |
0.036 |
Semiconductor - Speci... |
|
|
WAB |
Westinghouse Air Brake Tech... |
13 |
- |
$163.38 |
$13,177,000 |
62,944 |
4.11% |
1,865,000 |
570 |
0.033 |
Auto Parts |
|
|
AAPL |
Apple Inc |
14 |
- |
$230.89 |
$12,847,000 |
62,616 |
4.01% |
-1,024,000 |
170 |
0 |
Personal Computers |
|
|
URI |
United Rentals Inc |
15 |
- |
$914.04 |
$11,698,000 |
15,527 |
3.65% |
2,067,000 |
159 |
0.021 |
Rental & Leasing Serv... |
|
|
SLB |
Schlumberger Ltd |
16 |
- |
$33.30 |
$10,788,000 |
319,166 |
3.37% |
-2,413,000 |
3,349 |
0.023 |
Oil & Gas Equipment &... |
|
|
TMHC |
Taylor Morrison Home Corp |
17 |
- |
$68.11 |
$9,648,000 |
157,082 |
3.01% |
329,000 |
1,876 |
0.121 |
Residential Construct... |
|
|
AMLP |
Alerian MLP ETF |
18 |
- |
$4.60 |
$8,634,000 |
176,712 |
2.69% |
-544,000 |
8 |
0.115 |
Closed - End Fund - Debt |
|
|
CE |
Celanese Corp |
19 |
New |
$43.11 |
$8,366,000 |
151,208 |
2.61% |
8,366,000 |
151,208 |
0.129 |
Synthetics |
|
|
GLD |
streetTRACKS Gold Trust |
20 |
- |
$306.95 |
$6,800,000 |
22,306 |
2.12% |
366,000 |
-22 |
0.005 |
Closed - End Fund - E... |
|
|
JD |
JD.com |
21 |
- |
$31.77 |
$6,655,000 |
203,896 |
2.08% |
-1,727,000 |
64 |
0.015 |
Internet Service Prov... |
|
|
DOW |
DOW Inc |
22 |
- |
$23.24 |
$6,066,000 |
229,069 |
1.89% |
-1,800,000 |
3,804 |
0.031 |
Diversified Chemicals |
|
|
RIG |
Transocean Inc |
23 |
- |
$2.95 |
$2,742,000 |
1,058,760 |
0.86% |
-506,000 |
34,122 |
0.172 |
Oil & Gas Drilling & ... |
|
|
TRV |
Travelers Companies Inc |
24 |
- |
$264.92 |
$1,779,000 |
6,648 |
0.56% |
21,000 |
0 |
0.003 |
Property & Casualty I... |
|
|
EPD |
Enterprise Products Partner... |
25 |
- |
$31.33 |
$771,000 |
24,855 |
0.24% |
-78,000 |
0 |
0.001 |
Independent Oil & Gas |
|
|
RUSHB |
Rush Enterprises, Inc. |
26 |
- |
$55.82 |
$499,000 |
9,501 |
0.16% |
-38,000 |
0 |
0.076 |
Auto Dealerships |
|
|
UNH |
Unitedhealth Group Inc |
27 |
Closed |
$308.49 |
$0 |
0 |
0% |
-13,117,000 |
-25,045 |
0 |
Health Care Plans |
|
