Muhlenkamp & Company as of Dec. 31, 2008
Portfolio Holdings for Muhlenkamp & Company
Muhlenkamp & Company holds 49 positions in its portfolio as reported in the December 2008 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Philip Morris International (PM) | 6.8 | $43M | 988k | 43.51 | |
| UnitedHealth (UNH) | 6.7 | $42M | 1.6M | 26.60 | |
| Berkshire Hathaway Inc. Class B | 6.5 | $41M | 13k | 3213.97 | |
| International Business Machines (IBM) | 6.1 | $38M | 457k | 84.16 | |
| Cisco Systems (CSCO) | 5.6 | $35M | 2.2M | 16.30 | |
| Oracle Corporation (ORCL) | 5.4 | $34M | 1.9M | 17.73 | |
| 3M Company (MMM) | 4.1 | $26M | 454k | 57.54 | |
| General Electric Company | 3.9 | $25M | 1.5M | 16.20 | |
| ConocoPhillips (COP) | 3.7 | $23M | 452k | 51.80 | |
| Harris Corporation | 3.5 | $22M | 586k | 38.05 | |
| CONSOL Energy | 3.2 | $20M | 712k | 28.58 | |
| State Street Corporation (STT) | 3.0 | $19M | 476k | 39.33 | |
| Chesapeake Energy Corporation | 3.0 | $19M | 1.2M | 16.17 | |
| Legg Mason | 2.8 | $18M | 803k | 21.91 | |
| WESCO International (WCC) | 2.8 | $18M | 917k | 19.23 | |
| Bank of America Corporation (BAC) | 2.7 | $17M | 1.2M | 14.08 | |
| Cemex SAB de CV (CX) | 2.6 | $17M | 1.8M | 9.14 | |
| Caterpillar (CAT) | 2.6 | $16M | 361k | 44.67 | |
| Kinetic Concepts | 2.6 | $16M | 841k | 19.18 | |
| Terex Corporation (TEX) | 2.5 | $16M | 917k | 17.32 | |
| Eaton Corporation | 2.5 | $16M | 313k | 49.71 | |
| NVR (NVR) | 2.2 | $14M | 30k | 456.26 | |
| PowerShares QQQ Trust, Series 1 | 2.0 | $13M | 425k | 29.74 | |
| Lender Processing Services | 1.7 | $11M | 365k | 29.45 | |
| Zimmer Holdings (ZBH) | 1.3 | $8.0M | 198k | 40.42 | |
| Transocean (RIG) | 1.2 | $7.5M | 159k | 47.25 | |
| Fidelity National Information Services (FIS) | 1.1 | $7.0M | 428k | 16.27 | |
| Boeing Company (BA) | 1.0 | $6.5M | 153k | 42.67 | |
| Intel Corporation (INTC) | 1.0 | $6.5M | 441k | 14.66 | |
| Stanley Furniture | 0.9 | $5.7M | 718k | 7.90 | |
| Goodyear Tire & Rubber Company (GT) | 0.9 | $5.6M | 930k | 5.97 | |
| RTI International Metals | 0.8 | $5.1M | 354k | 14.31 | |
| Hologic (HOLX) | 0.6 | $4.0M | 303k | 13.07 | |
| Corning Incorporated (GLW) | 0.5 | $2.9M | 299k | 9.53 | |
| Thor Industries (THO) | 0.4 | $2.6M | 195k | 13.18 | |
| Rush Enterprises (RUSHA) | 0.4 | $2.6M | 300k | 8.57 | |
| MasterCard Incorporated (MA) | 0.4 | $2.4M | 17k | 142.91 | |
| Innovative Solutions & Support (ISSC) | 0.3 | $2.1M | 540k | 3.95 | |
| Home Depot (HD) | 0.2 | $1.5M | 63k | 23.02 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $646k | 8.1k | 79.83 | |
| Novogen | 0.1 | $627k | 252k | 2.49 | |
| Wal-Mart Stores (WMT) | 0.1 | $432k | 7.7k | 56.02 | |
| Harley-Davidson (HOG) | 0.1 | $351k | 21k | 16.95 | |
| Microsoft Corporation (MSFT) | 0.1 | $316k | 16k | 19.43 | |
| PC Connection (CNXN) | 0.1 | $307k | 60k | 5.12 | |
| Rush Enterprises (RUSHB) | 0.0 | $263k | 32k | 8.18 | |
| Muhlenkamp Fund | 0.0 | $212k | 5.5k | 38.52 | |
| Manitowoc Company | 0.0 | $95k | 11k | 8.67 | |
| Marshall Edwards Inc Com Stk | 0.0 | $53k | 76k | 0.70 |
