Muhlenkamp & Company

Muhlenkamp & Company as of June 30, 2010

Portfolio Holdings for Muhlenkamp & Company

Muhlenkamp & Company holds 45 positions in its portfolio as reported in the June 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Philip Morris International (PM) 6.0 $32M 698k 45.84
UnitedHealth (UNH) 5.7 $31M 1.1M 28.40
Laboratory Corp. of America Holdings (LH) 4.6 $25M 327k 75.35
Oracle Corporation (ORCL) 4.5 $24M 1.1M 21.46
Berkshire Hathaway (BRK.B) 4.5 $24M 302k 79.69
Pfizer (PFE) 4.5 $24M 1.7M 14.26
At&t (T) 4.4 $24M 980k 24.19
Bank of America Corporation (BAC) 4.3 $23M 1.6M 14.37
Lockheed Martin Corporation (LMT) 4.2 $23M 305k 74.50
Cisco Systems (CSCO) 4.1 $22M 1.0M 21.31
Principal Financial (PFG) 4.0 $22M 920k 23.44
Abbott Laboratories (ABT) 4.0 $21M 454k 46.78
Hewlett-Packard Company 3.6 $20M 450k 43.28
WESCO International (WCC) 3.6 $20M 579k 33.67
Aeropostale 3.5 $19M 655k 28.64
Hartford Financial Services (HIG) 3.4 $18M 830k 22.13
Amedisys (AMED) 3.0 $16M 371k 43.98
Allegiant Travel Company (ALGT) 3.0 $16M 379k 42.69
Corning Incorporated (GLW) 2.8 $15M 938k 16.15
Chesapeake Energy Corporation 2.7 $15M 699k 20.95
Kinetic Concepts 2.6 $14M 376k 36.51
Ford Motor Company (F) 2.5 $13M 1.3M 10.08
Sonic Automotive (SAH) 1.8 $9.7M 1.1M 8.56
Hospira 1.8 $9.6M 167k 57.45
Intel Corporation (INTC) 1.6 $8.4M 434k 19.45
Fuel Systems Solutions 1.6 $8.3M 320k 25.95
CONSOL Energy 1.3 $6.8M 202k 33.76
Alliance Data Systems Corporation (BFH) 1.1 $6.0M 100k 59.52
Rush Enterprises (RUSHA) 0.8 $4.0M 300k 13.36
Westport Innovations 0.5 $2.8M 180k 15.69
Innovative Solutions & Support (ISSC) 0.5 $2.4M 549k 4.40
Transocean (RIG) 0.4 $2.3M 51k 46.33
MEMC Electronic Materials 0.4 $2.2M 227k 9.88
Helix Energy Solutions (HLX) 0.4 $2.2M 204k 10.77
Dragonwave 0.4 $2.1M 355k 5.99
Stanley Furniture 0.4 $1.9M 477k 4.07
MIPS Technologies 0.3 $1.9M 368k 5.11
International Business Machines (IBM) 0.3 $1.5M 12k 123.45
iGATE Corporation 0.2 $1.3M 105k 12.82
Rush Enterprises (RUSHB) 0.1 $403k 35k 11.65
PC Connection (CNXN) 0.1 $364k 60k 6.07
Microsoft Corporation (MSFT) 0.1 $314k 14k 22.99
Wal-Mart Stores (WMT) 0.1 $261k 5.4k 48.15
Muhlenkamp Fund 0.0 $230k 4.9k 47.41
Novogen 0.0 $144k 252k 0.57