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Previous: FUNDAE CORP, 10SB12G, 1999-02-05 |
Next: AAR CORP, SC 13G/A, 1999-02-08 |
<TABLE>
<C> <C>
<PAGE> PAGE 1
SECURITIES AND EXCHANGE COMMISSION
FORM 13F-E
Report for the Calendar Year or Quarter Ended: 12/31/98
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.
February 5, 1999
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 02/05/99
<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 2708 343900 SH SOLE 343900
AMR Corp. COM 001765106 11495 193600 SH SOLE 193600
Air Express Int'l COM 009104100 2434 111914 SH SOLE 111914
Alaska Air Lines COM 011659109 5310 120000 SH SOLE 120000
Allegheny Teledyne Inc. COM 017415100 1190 58250 SH SOLE 58250
American Woodmark Corp COM 030506109 7901 230700 SH SOLE 230700
Applied Materials COM 038222105 6403 150000 SH SOLE 150000
Armstrong World COM 042476101 1460 24200 SH SOLE 24200
BE Aerospace Inc COM 073302101 11594 552100 SH SOLE 552100
Bristol Myers Squibb COM 110122108 923 6900 SH SOLE 6900
Burlington Northern Santa Fe CoCOM 12189T104 6267 182973 SH SOLE 182973
Calpine Corp. COM 131347106 9497 376100 SH SOLE 376100
Caterpillar COM 149123101 368 8000 SH SOLE 8000
Chase Manhattan Crp COM 16161A108 2763 38916 SH SOLE 38916
Citigroup Inc. COM 173034109 9402 189219 SH SOLE 189219
Coach USA COM 18975L106 6455 186100 SH SOLE 186100
Commercial Intertech COM 201709102 3760 290650 SH SOLE 290650
Computer Assoc Int'l COM 204912109 7513 176262 SH SOLE 176262
Conseco Inc. COM 208464107 22277 730399 SH SOLE 730399
Crossman Communities COM 22764E109 6652 240800 SH SOLE 240800
Dana Corp COM 235811106 969 23700 SH SOLE 23700
Deere & Co. COM 244199105 542 16500 SH SOLE 16500
Edwards, A. G. COM 281760108 2502 67162 SH SOLE 67162
Fannie Mae COM 313586109 10783 145714 SH SOLE 145714
Fidelity Nat'l Fin'l COM 316326107 5877 192696 SH SOLE 192696
Ford COM 345370100 11768 200515 SH SOLE 200515
Frontier Insurance COM 359081106 3180 247009 SH SOLE 247009
Graco Inc. COM 384109104 4747 160900 SH SOLE 160900
Griffon Corp. COM 398433102 3011 283380 SH SOLE 283380
Helix COM 423319102 390 30000 SH SOLE 30000
Idex Corp COM 45167R104 2361 96375 SH SOLE 96375
Intel Corp COM 458140100 5821 49100 SH SOLE 49100
International Business MachinesCOM 459200101 1192 6466 SH SOLE 6466
Iomega Corp. COM 462030107 73 10000 SH SOLE 10000
JLG Industries Inc. COM 466210101 3013 192800 SH SOLE 192800
Kuhlman Corp. COM 501206106 7094 187300 SH SOLE 187300
Lockheed Martin COM 539830109 2815 33214 SH SOLE 33214
Loews Corp. COM 540424108 3350 34100 SH SOLE 34100
Long Beach Financial Corp. COM 542446109 1251 166800 SH SOLE 166800
Matthews Inter'l Corp. COM 577128101 630 20000 SH SOLE 20000
Mellon Bank COM 585509102 13327 193850 SH SOLE 193850
Merck & Company COM 589331107 947 6423 SH SOLE 6423
Merrill Lynch COM 590188108 13033 195250 SH SOLE 195250
Monaco Coach COM 60886R103 914 34500 SH SOLE 34500
Morgan Stanley Dean Witter DiscCOM 617446448 6851 96490 SH SOLE 96490
NVR Inc. COM 62944T105 2480 52000 SH SOLE 52000
National City Corp. COM 635405103 2144 29574 SH SOLE 29574
National RV Holdings COM 637277104 12697 493105 SH SOLE 493105
Omni Energy Services COM 68210T109 954 224500 SH SOLE 224500
Philip Morris COM 718154107 7687 143680 SH SOLE 143680
<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
Piercing Pagoda Inc COM 720773100 98 10000 SH SOLE 10000
RTI International Metals Inc. COM 74961H203 4936 352600 SH SOLE 352600
Reliance Group Holdings COM 759464100 6849 531950 SH SOLE 531950
Republic Industries COM 760516104 223 15000 SH SOLE 15000
SCIOS Inc COM 808905103 1473 142000 SH SOLE 142000
Southdown Inc. COM 841297104 5489 92740 SH SOLE 92740
Southwest SEC Inc. COM 845224104 6667 331257 SH SOLE 331257
Stanley Furniture COM 854305208 9231 505800 SH SOLE 505800
Sunamerica Group COM 866930100 1817 22157 SH SOLE 22157
Superior Industries COM 868168105 1944 69896 SH SOLE 69896
Texas Industries Inc. COM 882491103 2707 100500 SH SOLE 100500
Vesta COM 925391104 440 73300 SH SOLE 73300
Winsloew Furniture COM 975377102 5686 214565 SH SOLE 214565
Federated Income TR MUT 314199100 111 10650 SH SOLE 10650
Franklin Federal Tax Free ClassMUT 354723710 174 14079 SH SOLE 14079
Marsico Growth & Income MUT 573012200 167 11638 SH SOLE 11638
N & B Partners Neuberger MUT 641224407 317 12420 SH SOLE 12420
PIMCO Total Return AdministratiMUT 693390726 251 23798 SH SOLE 23798
Spartan Money Market MUT 316413103 144 143555 SH SOLE 143555
Spartan Muni Income MUT 316089507 225 17519 SH SOLE 17519
Spartan Short Term Bond Fd MUT 316069509 127 13978 SH SOLE 13978
Vanguard Windsor Fund II MUT 922018205 250 8385 SH SOLE 8385
Wasatch Micro-Cap Fund MUT 936772508 70 17641 SH SOLE 17641
REPORT SUMMARY 73 DATA RECORDS 308171 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
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