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Previous: SEDONA WORLDWIDE INC, 10SB12G, 1998-11-04 |
Next: K TRON INTERNATIONAL INC, 10-Q, 1998-11-05 |
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<C> <C>
<PAGE> PAGE 1
SECURITIES AND EXCHANGE COMMISSION
FORM 13F-E
Report for the Calendar Year or Quarter Ended: 09/30/98
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.
November 4, 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 11/04/98
<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 2850 438500 SH SOLE 438500
AMR Corp. COM 001765106 9258 167000 SH SOLE 167000
Aeroquip-Vickers Inc. COM 896678109 1068 37150 SH SOLE 37150
Air Express Int'l COM 009104100 1762 110114 SH SOLE 110114
Alaska Air Lines COM 011659109 3406 100000 SH SOLE 100000
Allegheny Teledyne Inc. COM 017415100 1038 58250 SH SOLE 58250
American Woodmark Corp COM 030506109 4382 172700 SH SOLE 172700
Applied Materials COM 038222105 3788 150000 SH SOLE 150000
Armstrong World COM 042476101 1375 25700 SH SOLE 25700
BE Aerospace Inc COM 073302101 10296 468000 SH SOLE 468000
Bristol Myers Squibb COM 110122108 717 6900 SH SOLE 6900
Burlington Northern Santa Fe CoCOM 12189T104 5949 184473 SH SOLE 184473
Calpine Corp. COM 131347106 7035 347400 SH SOLE 347400
Caterpillar COM 149123101 356 8000 SH SOLE 8000
Chase Manhattan Crp COM 16161A108 1678 38916 SH SOLE 38916
Citigroup Inc. COM 173034109 1621 17425 SH SOLE 17425
Coach USA COM 18975L106 2760 111800 SH SOLE 111800
Commercial Intertech COM 201709102 5377 291650 SH SOLE 291650
Computer Assoc Int'l COM 204912109 5645 152562 SH SOLE 152562
Conseco Inc. COM 208464107 22263 728456 SH SOLE 728456
Crossman Communities COM 22764E109 4838 240400 SH SOLE 240400
Dana Corp COM 235811106 937 25125 SH SOLE 25125
Deere & Co. COM 244199105 1255 41500 SH SOLE 41500
Edwards, A. G. COM 281760108 2036 67162 SH SOLE 67162
Fannie Mae COM 313586109 9356 145614 SH SOLE 145614
Fidelity Nat'l Fin'l COM 316326107 5927 175278 SH SOLE 175278
Ford COM 345370100 9203 195800 SH SOLE 195800
Frontier Insurance COM 359081106 3434 259174 SH SOLE 259174
Global Marine Inc New COM 379352404 2996 269291 SH SOLE 269291
Graco Inc. COM 384109104 3767 162000 SH SOLE 162000
Griffon Corp. COM 398433102 2519 287880 SH SOLE 287880
Idex Corp COM 45167R104 2621 98675 SH SOLE 98675
Intel Corp COM 458140100 409 4770 SH SOLE 4770
International Business MachinesCOM 459200101 702 5466 SH SOLE 5466
JLG Industries Inc. COM 466210101 3017 190800 SH SOLE 190800
Lockheed Martin COM 539830109 3348 33214 SH SOLE 33214
Loews Corp. COM 540424108 3012 35700 SH SOLE 35700
Matthews Inter'l Corp. COM 577128101 500 20000 SH SOLE 20000
Mellon Bank COM 585509102 9375 170450 SH SOLE 170450
Merck & Company COM 589331107 835 6448 SH SOLE 6448
Merrill Lynch COM 590188108 5759 122050 SH SOLE 122050
Monaco Coach COM 60886R103 581 23000 SH SOLE 23000
Morgan Stanley Dean Witter DiscCOM 617446448 4161 96490 SH SOLE 96490
NVR Inc. COM 62944T105 1386 42000 SH SOLE 42000
Nabors Industries COM 629568106 911 60000 SH SOLE 60000
National City Corp. COM 635405103 1985 30104 SH SOLE 30104
National RV Holdings COM 637277104 9981 475305 SH SOLE 475305
Omni Energy Services COM 68210T109 2380 230800 SH SOLE 230800
Philip Morris COM 718154107 1972 42640 SH SOLE 42640
RMI Titanium Co. New COM 74961H203 6740 334900 SH SOLE 334900
<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
Reliance Group Holdings COM 759464100 7251 515650 SH SOLE 515650
Republic Industries COM 760516104 218 15000 SH SOLE 15000
SCIOS Inc COM 808905103 796 140000 SH SOLE 140000
Southwest SEC Inc. COM 845224104 6157 332837 SH SOLE 332837
Stanley Furniture COM 854305208 7728 444800 SH SOLE 444800
Sunamerica Inc. COM 866930100 1369 22450 SH SOLE 22450
Superior Industries COM 868168105 1601 69996 SH SOLE 69996
Travelers Group, Inc. COM 894190107 4513 120350 SH SOLE 120350
Vesta COM 925391104 1109 128550 SH SOLE 128550
Winsloew Furniture COM 975377102 4077 214565 SH SOLE 214565
Federated Income TR MUT 314199100 143 13650 SH SOLE 13650
Franklin Federal Tax Free ClassMUT 354723710 173 13890 SH SOLE 13890
Marsico Growth & Income MUT 573012200 134 11638 SH SOLE 11638
N & B Partners Neuberger MUT 641224407 272 11331 SH SOLE 11331
PIMCO Total Return AdministratiMUT 693390726 250 22569 SH SOLE 22569
Spartan Investment Grade Bond MUT 316069608 326 30456 SH SOLE 30456
Spartan Muni Income MUT 316089507 304 23498 SH SOLE 23498
Spartan Short Term Bond Fd MUT 316069509 154 16837 SH SOLE 16837
Vanguard Windsor Fund II MUT 922018205 218 7562 SH SOLE 7562
Wasatch Micro-Cap Fund MUT 936772508 56 15734 SH SOLE 15734
Applied Materials Calls, Exp. Price $40.00 076994136 -663 -1000 SH SOLE -1000
REPORT SUMMARY 71 DATA RECORDS 234753 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
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