Muhlenkamp & Company

Muhlenkamp & Company as of March 31, 2007

Portfolio Holdings for Muhlenkamp & Company

Muhlenkamp & Company holds 73 positions in its portfolio as reported in the March 2007 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cemex SAB de CV (CX) 5.7 $154M 4.7M 32.75
Merrill Lynch & Co. 5.5 $147M 1.8M 81.67
ConocoPhillips (COP) 5.0 $136M 2.0M 68.35
Citi 5.0 $134M 2.6M 51.34
UnitedHealth (UNH) 4.8 $130M 2.5M 52.97
Countrywide Financial Corp 4.6 $123M 3.7M 33.64
Capital One Financial (COF) 4.5 $121M 1.6M 75.46
Altria (MO) 4.3 $115M 1.3M 87.81
Nabors Industries 4.2 $113M 3.8M 29.67
Devon Energy Corporation (DVN) 4.0 $108M 1.6M 69.22
Anadarko Petroleum Corporation 3.7 $100M 2.3M 42.98
Terex Corporation (TEX) 3.7 $100M 1.4M 71.76
Allstate Corporation (ALL) 3.4 $92M 1.5M 60.06
BHP Billiton (BHP) 3.4 $91M 1.9M 48.45
American Intl Group 3.2 $86M 1.3M 67.22
NVR (NVR) 3.0 $82M 123k 665.00
Caterpillar (CAT) 3.0 $81M 1.2M 67.03
Whirlpool Corporation (WHR) 2.6 $71M 837k 84.91
Thor Industries (THO) 2.4 $64M 1.6M 39.39
Toll Brothers (TOL) 2.0 $54M 2.0M 27.38
Washington Mutual 1.9 $52M 1.3M 40.38
Patterson-UTI Energy (PTEN) 1.9 $51M 2.3M 22.44
Fidelity National Information Services (FIS) 1.7 $46M 1.0M 45.46
Fidelity National Financial 1.6 $43M 1.8M 24.01
Meritage Homes Corporation (MTH) 1.3 $35M 1.1M 32.12
Chaparral Steel 1.2 $32M 556k 58.17
Winnebago Industries (WGO) 1.1 $29M 863k 33.63
Morgan Stanley (MS) 1.0 $27M 345k 78.76
Harris Corporation 0.9 $25M 499k 50.95
Harley-Davidson (HOG) 0.9 $25M 425k 58.75
Polaris Industries (PII) 0.8 $22M 452k 47.98
Black & Decker Corporation 0.8 $20M 247k 81.62
RTI International Metals 0.7 $19M 213k 91.01
WESCO International (WCC) 0.6 $17M 268k 62.78
Stanley Furniture 0.6 $17M 815k 20.80
International Business Machines (IBM) 0.5 $14M 152k 94.26
Home Depot (HD) 0.5 $13M 361k 36.74
Alaska Air (ALK) 0.4 $11M 290k 38.10
American Woodmark Corporation (AMWD) 0.4 $11M 293k 36.76
Novagold Resources Inc Cad (NG) 0.4 $11M 635k 16.95
Cisco Systems (CSCO) 0.4 $9.7M 378k 25.53
Gra (GGG) 0.3 $8.4M 215k 39.16
Federal National Mortgage Association (FNMA) 0.3 $8.1M 149k 54.58
Yrc Worldwide 0.2 $5.6M 139k 40.22
Eagle Materials (EXP) 0.2 $5.4M 122k 44.63
AMR Corporation 0.2 $5.2M 171k 30.45
Rush Enterprises (RUSHB) 0.2 $5.1M 283k 18.11
Goldman Sachs (GS) 0.1 $3.8M 19k 206.63
Rush Enterprises (RUSHA) 0.1 $3.6M 187k 19.21
Embarq Corp 0.1 $2.6M 47k 56.36
Novogen 0.1 $2.6M 252k 10.21
Centex Corp 0.1 $1.9M 46k 41.79
General Electric Company 0.1 $1.3M 36k 35.36
National R V Hldgs 0.0 $945k 427k 2.21
Microsoft Corporation (MSFT) 0.0 $737k 26k 27.87
Exxon Mobil Corporation (XOM) 0.0 $847k 11k 75.48
Masco Corporation (MAS) 0.0 $847k 31k 27.41
U.S. Bancorp (USB) 0.0 $532k 15k 34.98
Wyeth 0.0 $417k 8.3k 50.01
Burlington Northern Santa Fe C 0.0 $429k 5.3k 80.34
United Technologies Corporation 0.0 $438k 6.7k 64.94
Opentv Corporation Com Stk 0.0 $490k 200k 2.45
JPMorgan Chase & Co. (JPM) 0.0 $309k 6.4k 48.43
Berkshire Hathaway Inc. Class B 0.0 $291k 80.00 3637.50
Bank of America Corporation (BAC) 0.0 $403k 7.9k 50.98
Wal-Mart Stores (WMT) 0.0 $385k 8.2k 47.00
Chevron Corporation (CVX) 0.0 $225k 3.0k 73.89
Wells Fargo & Company (WFC) 0.0 $211k 6.1k 34.36
Intel Corporation (INTC) 0.0 $306k 16k 19.12
Dell 0.0 $280k 12k 23.20
Lowe's Companies (LOW) 0.0 $250k 7.9k 31.50
Marshall Edwards Inc Com Stk 0.0 $296k 76k 3.91
Muhlenkamp Fund 0.0 $313k 3.7k 83.83