Muhlenkamp & Company as of Dec. 31, 2007
Portfolio Holdings for Muhlenkamp & Company
Muhlenkamp & Company holds 57 positions in its portfolio as reported in the December 2007 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 6.2 | $114M | 2.0M | 58.20 | |
| Devon Energy Corporation (DVN) | 6.2 | $112M | 1.3M | 88.91 | |
| Altria (MO) | 5.4 | $99M | 1.3M | 75.58 | |
| Anadarko Petroleum Corporation | 5.0 | $92M | 1.4M | 65.69 | |
| Terex Corporation (TEX) | 4.9 | $89M | 1.4M | 65.57 | |
| BHP Billiton (BHP) | 4.8 | $88M | 1.2M | 70.04 | |
| Caterpillar (CAT) | 4.7 | $85M | 1.2M | 72.56 | |
| Cisco Systems (CSCO) | 4.6 | $84M | 3.1M | 27.07 | |
| Cemex SAB de CV (CX) | 4.6 | $84M | 3.3M | 25.85 | |
| ConocoPhillips (COP) | 4.4 | $81M | 917k | 88.30 | |
| American Intl Group | 4.4 | $80M | 1.4M | 58.30 | |
| Whirlpool Corporation (WHR) | 4.0 | $72M | 883k | 81.63 | |
| Allstate Corporation (ALL) | 3.4 | $61M | 1.2M | 52.23 | |
| Boeing Company (BA) | 2.8 | $52M | 590k | 87.46 | |
| Oracle Corporation (ORCL) | 2.8 | $51M | 2.3M | 22.58 | |
| Corning Incorporated (GLW) | 2.8 | $51M | 2.1M | 23.99 | |
| Thor Industries (THO) | 2.6 | $48M | 1.3M | 38.01 | |
| Transocean Ordinary Shares | 2.6 | $47M | 325k | 143.15 | |
| Harris Corporation | 2.5 | $45M | 724k | 62.68 | |
| Fidelity National Information Services (FIS) | 2.0 | $36M | 876k | 41.59 | |
| Kinetic Concepts | 1.9 | $34M | 643k | 53.56 | |
| Citi | 1.6 | $29M | 986k | 29.44 | |
| Nabors Industries | 1.6 | $28M | 1.0M | 27.39 | |
| NVR (NVR) | 1.4 | $26M | 50k | 524.00 | |
| Countrywide Financial Corp | 1.3 | $24M | 2.7M | 8.94 | |
| WESCO International (WCC) | 1.3 | $24M | 600k | 39.64 | |
| Goodyear Tire & Rubber Company (GT) | 1.2 | $23M | 799k | 28.22 | |
| Amedisys (AMED) | 1.2 | $21M | 440k | 48.52 | |
| Harley-Davidson (HOG) | 1.1 | $20M | 420k | 46.71 | |
| Washington Mutual | 0.9 | $17M | 1.3M | 13.61 | |
| International Business Machines (IBM) | 0.9 | $16M | 152k | 108.10 | |
| Capital One Financial (COF) | 0.7 | $13M | 281k | 47.26 | |
| Winnebago Industries (WGO) | 0.6 | $12M | 546k | 21.02 | |
| Stanley Furniture | 0.5 | $9.6M | 801k | 12.00 | |
| Gra (GGG) | 0.4 | $8.0M | 215k | 37.26 | |
| Innovative Solutions & Support (ISSC) | 0.3 | $6.3M | 651k | 9.69 | |
| Federal National Mortgage Association (FNMA) | 0.3 | $5.9M | 149k | 39.98 | |
| Rush Enterprises (RUSHA) | 0.3 | $5.1M | 280k | 18.18 | |
| Novagold Resources Inc Cad (NG) | 0.3 | $5.2M | 635k | 8.16 | |
| Rush Enterprises (RUSHB) | 0.2 | $4.0M | 224k | 17.80 | |
| Gulfport Energy Corporation | 0.2 | $3.7M | 201k | 18.26 | |
| Fidelity National Financial | 0.2 | $3.5M | 240k | 14.61 | |
| Home Depot (HD) | 0.1 | $2.4M | 90k | 26.93 | |
| AMR Corporation | 0.1 | $1.8M | 131k | 14.03 | |
| Novogen | 0.1 | $1.4M | 252k | 5.49 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.0M | 11k | 93.67 | |
| General Electric Company | 0.1 | $1.1M | 29k | 37.05 | |
| Burlington Northern Santa Fe C | 0.0 | $732k | 8.8k | 83.28 | |
| Microsoft Corporation (MSFT) | 0.0 | $567k | 16k | 35.62 | |
| U.S. Bancorp (USB) | 0.0 | $432k | 14k | 31.74 | |
| Wal-Mart Stores (WMT) | 0.0 | $368k | 7.7k | 47.51 | |
| Wyeth | 0.0 | $286k | 6.5k | 44.18 | |
| Intel Corporation (INTC) | 0.0 | $427k | 16k | 26.69 | |
| United Technologies Corporation | 0.0 | $422k | 5.5k | 76.59 | |
| Muhlenkamp Fund | 0.0 | $294k | 4.5k | 65.01 | |
| Berkshire Hathaway Inc. Class B | 0.0 | $213k | 45.00 | 4733.33 | |
| Marshall Edwards Inc Com Stk | 0.0 | $219k | 76k | 2.90 |
