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Previous: WEINGARTEN REALTY INVESTORS /TX/, S-3/A, 1998-08-07 |
Next: INCOME GROWTH PARTNERS LTD X, 10-Q, 1998-08-07 |
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<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 08/07/98
<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 3064 149000 SH SOLE 149000
AMR Corp. COM 001765106 8325 100000 SH SOLE 100000
Aeroquip-Vickers Inc. COM 896678109 4069 69700 SH SOLE 69700
Air Express Int'l COM 009104100 865 32343 SH SOLE 32343
Allegheny Teledyne Inc. COM 017415100 915 40000 SH SOLE 40000
American Woodmark Corp COM 030506109 1095 40000 SH SOLE 40000
Armstrong World COM 042476101 1550 23000 SH SOLE 23000
Associates First Capital Group COM 046008108 1855 24111 SH SOLE 24111
BE Aerospace Inc COM 073302101 4864 167000 SH SOLE 167000
Burlington Northern Santa Fe CoCOM 12189T104 4222 43000 SH SOLE 43000
Calpine Corp. COM 131347106 3230 160000 SH SOLE 160000
Chase Manhattan Crp COM 16161A108 1812 24000 SH SOLE 24000
Citicorp COM 173034109 2985 20000 SH SOLE 20000
Coach USA COM 18975L106 1369 30000 SH SOLE 30000
Commercial Intertech COM 201709102 3188 175900 SH SOLE 175900
Computer Assoc Int'l COM 204912109 833 15000 SH SOLE 15000
Conseco Inc. COM 208464107 4090 87255 SH SOLE 87255
Crossman Communities COM 22764E109 4253 140000 SH SOLE 140000
Dana Corp COM 235811106 2408 45000 SH SOLE 45000
Deere & Co. COM 244199105 2114 40000 SH SOLE 40000
Edwards, A. G. COM 281760108 800 18750 SH SOLE 18750
Fannie Mae COM 313586109 4520 74400 SH SOLE 74400
Fidelity Nat'l Fin'l COM 316326107 3525 88530 SH SOLE 88530
Ford COM 345370100 5428 92000 SH SOLE 92000
Frontier Insurance COM 359081106 2453 108737 SH SOLE 108737
General Electric COM 369604103 1636 18000 SH SOLE 18000
Global Marine Inc New COM 379352404 2446 130000 SH SOLE 130000
Graco Inc. COM 384109104 3691 105825 SH SOLE 105825
Green Tree Financial COM 393505102 12022 280800 SH SOLE 280800
Griffon Corp. COM 398433102 2063 161000 SH SOLE 161000
Idex Corp COM 45167R104 1423 41250 SH SOLE 41250
Intel Corp COM 458140100 297 4000 SH SOLE 4000
International Comfort Products COM 458978103 121 10000 SH SOLE 10000
JLG Industries Inc. COM 466210101 2025 100000 SH SOLE 100000
Lincare Holdings Inc. COM 532791100 841 20000 SH SOLE 20000
Lockheed Martin COM 539830109 1482 14000 SH SOLE 14000
Loews Corp. COM 540424108 2614 30000 SH SOLE 30000
Matthews Inter'l Corp. COM 577128101 393 16000 SH SOLE 16000
Mellon Bank COM 585509102 4878 70000 SH SOLE 70000
Merrill Lynch COM 590188108 5720 62000 SH SOLE 62000
Morgan Stanley Dean Witter DiscCOM 617446448 7447 81500 SH SOLE 81500
NVR Inc. COM 62944T105 1725 42000 SH SOLE 42000
Nabors Industries COM 629568106 1200 60000 SH SOLE 60000
National City Corp. COM 635405103 1196 16852 SH SOLE 16852
National RV Holdings COM 637277104 6092 135000 SH SOLE 135000
Omni Energy Services COM 68210T109 1873 137500 SH SOLE 137500
Philip Morris COM 718154107 1389 35280 SH SOLE 35280
R & B Falcon Corp COM 74912E101 453 20000 SH SOLE 20000
RMI Titanium Co. COM 74961H203 4077 179200 SH SOLE 179200
Reliance Group Holdings COM 759464100 3850 220000 SH SOLE 220000
<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
SCIOS Inc COM 808905103 1243 140000 SH SOLE 140000
Southwest SEC Inc. COM 845224104 4921 218700 SH SOLE 218700
Stanley Furniture COM 854305208 7245 285500 SH SOLE 285500
Sunamerica Inc. COM 866930100 4739 82500 SH SOLE 82500
Superior Industries COM 868168105 1499 53180 SH SOLE 53180
Vesta COM 925391104 2185 102500 SH SOLE 102500
Winsloew Furniture COM 975377102 2959 109600 SH SOLE 109600
REPORT SUMMARY 57 DATA RECORDS 169577 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
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