Muhlenkamp & Company as of March 31, 2008
Portfolio Holdings for Muhlenkamp & Company
Muhlenkamp & Company holds 54 positions in its portfolio as reported in the March 2008 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Caterpillar (CAT) | 6.2 | $89M | 1.1M | 78.29 | |
| Devon Energy Corporation (DVN) | 5.3 | $76M | 729k | 104.33 | |
| Whirlpool Corporation (WHR) | 5.2 | $75M | 866k | 86.78 | |
| Cisco Systems (CSCO) | 5.1 | $74M | 3.1M | 24.09 | |
| Terex Corporation (TEX) | 4.9 | $71M | 1.1M | 62.50 | |
| International Business Machines (IBM) | 4.8 | $69M | 596k | 115.14 | |
| UnitedHealth (UNH) | 4.5 | $66M | 1.9M | 34.36 | |
| Philip Morris International (PM) | 4.5 | $66M | 1.3M | 50.58 | |
| Berkshire Hathaway Inc. Class B | 4.3 | $62M | 14k | 4472.91 | |
| American Intl Group | 4.1 | $59M | 1.4M | 43.25 | |
| Cemex SAB de CV (CX) | 3.9 | $57M | 2.2M | 26.12 | |
| Corning Incorporated (GLW) | 3.5 | $51M | 2.1M | 24.04 | |
| BHP Billiton (BHP) | 3.5 | $51M | 773k | 65.85 | |
| Boeing Company (BA) | 3.3 | $47M | 634k | 74.37 | |
| Transocean Ordinary Shares | 3.2 | $46M | 343k | 135.20 | |
| Oracle Corporation (ORCL) | 3.0 | $43M | 2.2M | 19.56 | |
| Thor Industries (THO) | 2.5 | $37M | 1.2M | 29.77 | |
| ConocoPhillips (COP) | 2.4 | $34M | 447k | 76.21 | |
| Harris Corporation | 2.3 | $33M | 688k | 48.53 | |
| Fidelity National Information Services (FIS) | 2.3 | $33M | 858k | 38.14 | |
| Kinetic Concepts | 2.2 | $33M | 705k | 46.23 | |
| Anadarko Petroleum Corporation | 2.2 | $32M | 511k | 63.03 | |
| WESCO International (WCC) | 2.0 | $29M | 805k | 36.49 | |
| Altria (MO) | 2.0 | $29M | 1.3M | 22.20 | |
| Goodyear Tire & Rubber Company (GT) | 2.0 | $28M | 1.1M | 25.80 | |
| NVR (NVR) | 1.6 | $24M | 40k | 597.50 | |
| Amgen (AMGN) | 1.6 | $23M | 559k | 41.78 | |
| Amedisys (AMED) | 1.2 | $17M | 433k | 39.34 | |
| Harley-Davidson (HOG) | 1.1 | $16M | 424k | 37.50 | |
| Washington Mutual | 0.9 | $13M | 1.3M | 10.30 | |
| Stanley Furniture | 0.7 | $9.8M | 787k | 12.41 | |
| Winnebago Industries (WGO) | 0.6 | $8.5M | 505k | 16.90 | |
| Gra (GGG) | 0.5 | $7.8M | 215k | 36.26 | |
| Innovative Solutions & Support (ISSC) | 0.5 | $6.9M | 652k | 10.57 | |
| Nabors Industries | 0.3 | $5.0M | 149k | 33.77 | |
| Novagold Resources Inc Cad (NG) | 0.3 | $4.9M | 635k | 7.71 | |
| Rush Enterprises (RUSHA) | 0.3 | $4.4M | 280k | 15.84 | |
| Rush Enterprises (RUSHB) | 0.2 | $3.3M | 224k | 14.76 | |
| Home Depot (HD) | 0.2 | $2.3M | 83k | 27.97 | |
| Gulfport Energy Corporation | 0.1 | $2.1M | 201k | 10.60 | |
| Novogen | 0.1 | $1.3M | 252k | 5.30 | |
| General Electric Company | 0.1 | $1.0M | 28k | 37.00 | |
| AMR Corporation | 0.1 | $967k | 107k | 9.02 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $869k | 10k | 84.54 | |
| Burlington Northern Santa Fe C | 0.1 | $762k | 8.3k | 92.25 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $776k | 14k | 54.43 | |
| Microsoft Corporation (MSFT) | 0.0 | $467k | 17k | 28.37 | |
| Wal-Mart Stores (WMT) | 0.0 | $406k | 7.7k | 52.65 | |
| United Technologies Corporation | 0.0 | $398k | 5.8k | 68.74 | |
| Wyeth | 0.0 | $237k | 5.7k | 41.78 | |
| Intel Corporation (INTC) | 0.0 | $339k | 16k | 21.19 | |
| Muhlenkamp Fund | 0.0 | $264k | 4.5k | 58.37 | |
| U.S. Bancorp (USB) | 0.0 | $203k | 6.3k | 32.38 | |
| Marshall Edwards Inc Com Stk | 0.0 | $181k | 76k | 2.39 |
