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Previous: UNITED RENTALS INC /DE, 8-A12B, 1998-08-06 |
Next: AAR CORP, 4, 1998-08-07 |
<TABLE>
<C> <C>
<PAGE> PAGE 1
SECURITIES AND EXCHANGE COMMISSION
FORM 13F-E
Report for the Calendar Year or Quarter Ended: 06/30/98
Institutional Investment Manager:
MUHLENKAMP & COMPANY
12300 PERRY HIGHWAY
WEXFORD PA 15090
I REPRESENT THAT I AM AUTHORIZED TO SUBMIT THIS FORM AND
THAT ALL INFORMATION IN THIS FORM AND THE ATTACHMENTS TO IT
IS TRUE, CORRECT AND COMPLETE, AND I UNDERSTAND THAT ALL
REQUIRED ITEMS, STATEMENTS AND SCHEDULES ARE INTEGRAL PARTS
OF THIS FORM AND THAT THE SUBMISSION OF ANY AMENDMENT
REPRESENTS THAT ALL UNAMENDED ITEMS, STATEMENTS AND
SCHEDULES REMAIN TRUE, CORRECT AND COMPLETE AS PREVIOUSLY
SUBMITTED.
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES
EXCHANGE ACT OF 1934.
August 6, 1998
Name, Title and Telephone Number of Person Submitting Report:
JOHN H KUNKLE TREASURER 8008603863 EXT 116
Signature, Place and Date of Signing:
/s/ JOHN H KUNKLE WEXFORD PA 08/06/98
<PAGE> PAGE 2
VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY-----
NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- (x$1000) PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE
AGCO Corp. COM 001084102 5581 271400 SH SOLE 271400
AMR Corp. COM 001765106 11638 139800 SH SOLE 139800
Abbott Labs COM 002824100 1066 26000 SH SOLE 26000
Aeroquip-Vickers Inc. COM 896678109 6284 107650 SH SOLE 107650
Air Express Int'l COM 009104100 2973 111144 SH SOLE 111144
Allegheny Teledyne Inc. COM 017415100 1332 58250 SH SOLE 58250
American Home Prods. COM 026609107 455 8800 SH SOLE 8800
American Woodmark Corp COM 030506109 2445 89300 SH SOLE 89300
Armstrong World COM 042476101 3510 52100 SH SOLE 52100
Associates First Capital Group COM 046008108 1895 24636 SH SOLE 24636
BE Aerospace Inc COM 073302101 9326 320200 SH SOLE 320200
Bristol Myers Squibb COM 110122108 793 6900 SH SOLE 6900
Burlington Northern Santa Fe CoCOM 12189T104 6038 61491 SH SOLE 61491
Calpine Corp. COM 131347106 6054 299900 SH SOLE 299900
Caterpillar COM 149123101 423 8000 SH SOLE 8000
Chase Manhattan Crp COM 16161A108 2938 38916 SH SOLE 38916
Citicorp COM 173034109 4720 31625 SH SOLE 31625
Coach USA COM 18975L106 2386 52300 SH SOLE 52300
Commercial Intertech COM 201709102 4771 263250 SH SOLE 263250
Computer Assoc Int'l COM 204912109 2943 52962 SH SOLE 52962
Conseco Inc. COM 208464107 10647 227128 SH SOLE 227128
Crossman Communities COM 22764E109 5698 187600 SH SOLE 187600
Dana Corp COM 235811106 2949 55125 SH SOLE 55125
Deere & Co. COM 244199105 3260 61700 SH SOLE 61700
Edwards, A. G. COM 281760108 2915 68287 SH SOLE 68287
Fannie Mae COM 313586109 9642 158714 SH SOLE 158714
Fidelity Nat'l Fin'l COM 316326107 6282 157778 SH SOLE 157778
Frontier Insurance COM 359081106 5999 265866 SH SOLE 265866
General Electric COM 369604103 3437 37816 SH SOLE 37816
Global Marine Inc New COM 379352404 5636 299591 SH SOLE 299591
Graco Inc. COM 384109104 5646 161900 SH SOLE 161900
Green Tree Financial COM 393505102 23954 559504 SH SOLE 559504
Griffon Corp. COM 398433102 2879 224680 SH SOLE 224680
Idex Corp COM 45167R104 3437 99625 SH SOLE 99625
Intel Corp COM 458140100 348 4700 SH SOLE 4700
International Business MachinesCOM 459200101 559 4866 SH SOLE 4866
International Comfort Products COM 458978103 121 10000 SH SOLE 10000
JLG Industries Inc. COM 466210101 3888 192000 SH SOLE 192000
Lincare Holdings Inc. COM 532791100 841 20000 SH SOLE 20000
Lockheed Martin COM 539830109 3548 33514 SH SOLE 33514
Loews Corp. COM 540424108 3137 36000 SH SOLE 36000
Matthews Inter'l Corp. COM 577128101 590 24000 SH SOLE 24000
Mellon Bank COM 585509102 11857 170150 SH SOLE 170150
Merck & Company COM 589331107 859 6423 SH SOLE 6423
Merrill Lynch COM 590188108 11333 122850 SH SOLE 122850
Morgan Stanley Dean Witter DiscCOM 617446448 8817 96490 SH SOLE 96490
NVR Inc. COM 62944T105 1725 42000 SH SOLE 42000
Nabors Industries COM 629568106 1200 60000 SH SOLE 60000
National City Corp. COM 635405103 2116 29804 SH SOLE 29804
National RV Holdings COM 637277104 13685 303270 SH SOLE 303270
<PAGE> PAGE 3
VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY-----
NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- (x$1000) PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE
Omni Energy Services COM 68210T109 1978 145200 SH SOLE 145200
Philip Morris COM 718154107 1700 43180 SH SOLE 43180
R & B Falcon Corp COM 74912E101 453 20000 SH SOLE 20000
RMI Titanium Co. COM 74961H203 7464 328100 SH SOLE 328100
Reliance Group Holdings COM 759464100 8842 505250 SH SOLE 505250
Republic Waste Industries COM 019900226 226 9000 SH SOLE 9000
SCIOS Inc COM 808905103 1243 140000 SH SOLE 140000
Southwest SEC Inc. COM 845224104 7030 312450 SH SOLE 312450
Stanley Furniture COM 854305208 11165 440000 SH SOLE 440000
Sunamerica Inc. COM 866930100 11456 199450 SH SOLE 199450
Superior Industries COM 868168105 1973 69996 SH SOLE 69996
Travelers Group, Inc. COM 894190107 1907 31450 SH SOLE 31450
Vesta COM 925391104 2774 130150 SH SOLE 130150
Winsloew Furniture MUT 975377102 5851 216715 SH SOLE 216715
Federated Income TR MUT mfficm.x? 141 13650 SH SOLE 13650
N & B Partners Neuberger MUT 641224407 376 13331 SH SOLE 13331
Schwab Value Advantage Money FuMUT 808515605 39 38917 SH SOLE 38917
Vanguard Windsor Fund II MUT 922018205 261 7981 SH SOLE 7981
REPORT SUMMARY 68 DATA RECORDS 299455 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
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