Muhlenkamp & Company

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