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Previous: MFS INTERMEDIATE INCOME TRUST, N-30D, 1997-07-08 |
Next: SEAFIELD CAPITAL CORP, 8-K, 1997-07-08 |
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<PAGE> PAGE 1
SECURITIES AND EXCHANGE COMMISSION
FORM 13F-E
Report for the Calendar Year or Quarter Ended: 06/30/1997
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.
/S/ JOHN H. KUNKLE TREASURER 06/30/97
Muhlenkamp & Company
FORM 13F
June 30, 1997
Title Disc Vote
of Auth
Security ClassCUSIP mkt val QuantitSole ShOtMgSolShare None
COMMON STOCK
A G C O Corp. COM 001084102 4404141 122550 x 122550
AMR Corp. COM 001765106 1850000 20000 x 20000
Aeroquip-Vickers Inc. COM 896678109 2225475 47100 x 47100
Air Express Int'l COM 009104100 3204983 80629 x 80629
Amer. Bankers Ins. Grp.COM 024456105 1527487 24150 x 24150
Armstrong World COM 042476101 4182375 57000 x 57000
BE Aerospace Inc COM 073302101 841225 26600 x 26600
Belmont Homes Inc. COM 080381106 124437 18100 x 18100
Burlington Northern COM 12189T104 3063929 34091 x 34091
Chase Manhattan Crp COM 16161A108 1641133 16908 x 16908
<PAGE> PAGE 2
Citicorp COM 173034109 1603481 13300 x 13300
Computer Assoc Int'l COM 204912109 911883 16375 x 16375
Conseco Inc. COM 208464107 7777887 210213 x 210213
Deere & Co. COM 244199105 1190787 21700 x 21700
Edwards, A. G. COM 281760108 1948844 45587 x 45587
Fannie Mae COM 313586109 4339117 99464 x 99464
Fidelity Nat'l Fin'l COM 316326107 650850 38569 x 38569
Ford COM 345370100 4229400 111300 x 111300
Frontier Insurance COM 359081106 6156831 95086 x 95086
General Electric COM 369604103 2276040 35016 x 35016
Graco Inc. COM 384109104 1937037 64300 x 64300
Green Tree Financial COM 393505102 9553342 268164 x 268164
Griffon Corp. COM 398433102 1445126 105580 x 105580
Idex Corp COM 45167R104 2693625 81625 x 81625
Intel Corp COM 458140100 1418125 10000 x 10000
J. P. Morgan COM 616880100 224406 2150 x 2150
JLG Industries Inc. COM 466210101 4289150 314800 x 314800
Lockheed Martin COM 539830109 3237778 31264 x 31264
Page Total 78948896
Loews Corp. COM 540424108 3454312 34500 x 34500
Matthews Inter'l Corp. COM 577128101 423400 11600 x 11600
Mellon Bank COM 585509102 6696550 148400 x 148400
Merck & Company COM 589331107 217209 2123 x 2123
Merrill Lynch COM 590188108 4483800 75200 x 75200
Mobil Corp. COM 607059102 237575 3400 x 3400
Morgan Stanley Dean WitCOM 617446109 542587 12600 x 12600
NVR Inc. COM 62944T105 335500 22000 x 22000
National City Corp. COM 635405103 2506455 47742 x 47742
National RV Holdings COM 637277104 3807812 243700 x 243700
<PAGE> PAGE 3
Owens Corning Co COM 69073F103 862500 20000 x 20000
Philip Morris COM 718154107 6357840 143680 x 143680
Reliance Group HoldingsCOM 759464100 3503125 295000 x 295000
Royal Dut Pet COM 780257705 435000 8000 x 8000
SCIOS Inc COM 808905103 127500 20000 x 20000
Scotsman Inds. Inc. COM 809340102 627000 22000 x 22000
Southwest SEC Inc. COM 845224104 2661750 136500 x 136500
Stanley Furniture COM 854305208 2994687 129500 x 129500
Sunamerica Inc. COM 866930100 6322875 129700 x 129700
Superior Industries COM 868168105 1328869 50146 x 50146
Travelers Inc. COM 894190107 542337 8600 x 8600
Vesta COM 925391104 3589750 83000 x 83000
Winsloew Furniture COM 975377102 1913680 174965 x 174965
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132921011
----------------
GRAND TOTAL 132921011
================
----------------
Page Total 53972115
Name, Title and Telephone Number of Person Submitting Report:
JOHN H KUNKLE TREASURER 4129355520
Signature, Place and Date of Signing:
/s/ JOHN H KUNKLE WEXFORD PA 07/08/1997
<PAGE> PAGE 4
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
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