Muhlenkamp & Company

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