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| Name: |
MUHLENKAMP & CO INC |
| City: |
WEXFORD |
| State: |
PA |
| Zip: |
15090 |
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| Holdings
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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 |
|
AVGO |
Broadcom Limited |
1 |
- |
$1,278.11 |
$21,054,000 |
15,885 |
6.12% |
3,606,000 |
254 |
0.004 |
Semiconductor- Broad... |
|
|
MCK |
McKesson Corp |
2 |
- |
$531.10 |
$20,771,000 |
38,691 |
6.03% |
2,955,000 |
209 |
0.024 |
Drugs Wholesale |
|
|
RUSHA |
Rush Enterprises Inc |
3 |
- |
$43.70 |
$19,869,000 |
371,239 |
5.77% |
1,373,000 |
3,526 |
0.548 |
Auto Dealerships |
|
|
SLB |
Schlumberger Ltd |
4 |
- |
$47.66 |
$17,275,000 |
315,176 |
5.02% |
974,000 |
1,931 |
0.023 |
Oil & Gas Equipment &... |
|
|
EQT |
EQT Corp |
5 |
- |
$40.09 |
$16,705,000 |
450,628 |
4.85% |
-605,000 |
2,876 |
0.11 |
Gas Utilities |
|
|
KEX |
Kirby Corp |
6 |
- |
$110.52 |
$16,139,000 |
169,314 |
4.69% |
2,938,000 |
1,107 |
0.263 |
Water Transportation |
|
|
BRK.B |
Berkshire Hathaway B |
7 |
- |
$400.87 |
$16,057,000 |
38,183 |
4.66% |
2,558,000 |
334 |
0.003 |
Property & Casualty I... |
|
|
OXY |
Occidental Petroleum Corp |
8 |
- |
$64.39 |
$15,428,000 |
237,383 |
4.48% |
1,389,000 |
2,264 |
0.025 |
Independent Oil & Gas |
|
|
NMIH |
Nmi Holdings, Inc. |
9 |
- |
$32.51 |
$15,017,000 |
464,338 |
4.36% |
1,378,000 |
4,805 |
0.548 |
Surety & Title Insurance |
|
|
BGC |
Bgc Group Ord Shs Class A |
10 |
- |
$4.43 |
$13,485,000 |
1,735,480 |
3.92% |
1,125,000 |
23,553 |
0.446 |
Investment Brokerage ... |
|
|
MSFT |
Microsoft Corp |
11 |
- |
$406.66 |
$13,405,000 |
31,863 |
3.89% |
1,775,000 |
935 |
0 |
Application Software |
|
|
DOW |
DOW Inc |
12 |
- |
$57.04 |
$12,983,000 |
224,122 |
3.77% |
812,000 |
2,190 |
0.03 |
Diversified Chemicals |
|
|
UNH |
Unitedhealth Group Inc |
13 |
- |
$492.45 |
$12,469,000 |
25,205 |
3.62% |
-650,000 |
286 |
0.003 |
Health Care Plans |
|
|
MTZ |
Mastec Inc |
14 |
- |
$101.80 |
$12,401,000 |
132,990 |
3.6% |
2,481,000 |
1,981 |
0.18 |
Heavy Construction |
|
|
PHM |
PulteGroup Inc |
15 |
- |
$116.64 |
$11,804,000 |
97,864 |
3.43% |
1,836,000 |
1,296 |
0.037 |
Residential Construct... |
|
|
URI |
United Rentals Inc |
16 |
- |
$666.66 |
$11,054,000 |
15,329 |
3.21% |
2,430,000 |
289 |
0.021 |
Rental & Leasing Serv... |
|
|
AAPL |
Apple Inc |
17 |
- |
$183.38 |
$10,735,000 |
62,604 |
3.12% |
-900,000 |
2,170 |
0 |
Personal Computers |
|
|
MCHP |
Microchip Technology Inc |
18 |
- |
$91.36 |
$10,476,000 |
116,779 |
3.04% |
409,000 |
5,144 |
0.021 |
Semiconductor - Speci... |
|
|
RGLD |
Royal Gold Inc |
19 |
- |
$122.29 |
$10,463,000 |
85,899 |
3.04% |
3,510,000 |
28,414 |
0.131 |
Gold |
|
|
TGNA |
Tegna Inc |
20 |
- |
$14.17 |
$10,283,000 |
688,293 |
2.99% |
-85,000 |
10,652 |
0.314 |
Publishing |
|
|
NEM |
Newmont Mining Corp |
21 |
- |
$40.66 |
$9,998,000 |
278,949 |
2.9% |
4,054,000 |
135,348 |
0.035 |
Gold |
|
|
TMHC |
Taylor Morrison Home Corp |
22 |
- |
$57.20 |
$9,620,000 |
154,730 |
2.79% |
1,482,000 |
2,198 |
0.119 |
Residential Construct... |
|
|
WAB |
Westinghouse Air Brake Tech... |
23 |
- |
$163.38 |
$9,151,000 |
62,814 |
2.66% |
1,288,000 |
852 |
0.033 |
Auto Parts |
|
|
AMLP |
Alerian MLP ETF |
24 |
- |
$4.60 |
$8,284,000 |
174,555 |
2.41% |
862,000 |
0 |
0.114 |
Closed - End Fund - Debt |
|
|
BMY |
Bristol-Myers Squibb Co |
25 |
- |
$43.99 |
$7,323,000 |
135,045 |
2.13% |
562,000 |
3,285 |
0.006 |
Drug Manufacturers - ... |
|
|
RIG |
Transocean Inc |
26 |
- |
$5.57 |
$6,346,000 |
1,010,498 |
1.84% |
144,000 |
33,740 |
0.164 |
Oil & Gas Drilling & ... |
|
|
GLD |
streetTRACKS Gold Trust |
27 |
- |
$212.96 |
$4,452,000 |
21,643 |
1.29% |
797,000 |
2,522 |
0.005 |
Closed - End Fund - E... |
|
|
EPD |
Enterprise Products Partner... |
28 |
- |
$28.10 |
$725,000 |
24,855 |
0.21% |
70,000 |
0 |
0.001 |
Independent Oil & Gas |
|
|
RUSHB |
Rush Enterprises, Inc. |
29 |
- |
$40.98 |
$506,000 |
9,501 |
0.15% |
3,000 |
0 |
0.076 |
Auto Dealerships |
|
