WEXFORD TRUST/PA
13F-E, 1998-01-30
Previous: SKANEATELES BANCORP INC, 8-K, 1998-01-30
Next: D&N FINANCIAL CORP, SC 13G/A, 1998-01-30



<TABLE>
                               <C>                                              <C>
<PAGE>      PAGE   1                                                                                                              
                                                                                                                                  
                       SECURITIES AND EXCHANGE COMMISSION                                                                         
                                   FORM 13F-E                                                                                     
                                                                                                                                  
                                                                                                                                  
Report for the Calendar Year or Quarter Ended:    12/31/1997                                                                      
                                                                                                                                  
                                                                                                                                  
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  12/31/97                                                                                           
Muhlenkamp & Company                                                                                                              
FORM 13F                                                                                                                          
December 31, 1997                                                                                                                 
                                                                                                                                  
               Title                          Dis             Voting ath                                                          
               of                                             --------------                                                      
Security       ClassCUSIP    Market ValQty.   SolShareOtheMgrsSoleShare None                                                      
- ----------------------------------------------------------------------------                                                      
                                                                                                                                  
COMMON STOCK                                                                                                                      
- ------------                                                                                                                      
AGCO Corp.     COM  001084102   5771025 197300 x                  197300                                                          
                                                                                                                                  
AMR Corp.      COM  001765106   4741650  36900 x                   36900                                                          
                                                                                                                                  
Aeroquip-VickerCOM  896678109   5195772 105900 x                  105900                                                          
                                                                                                                                  
Air Express IntCOM  009104100   3555736 116581 x                  116581                                                          
                                                                                                                                  
Amer. Bankers ICOM  024456105   2200406  47900 x                   47900                                                          
                                                                                                                                  
Applied MateriaCOM  0382221      325350  10800 x                   10800                                                          
                                                                                                                                  
Armstrong WorldCOM  042476101   4043975  54100 x                   54100                                                          
                                                                                                                                  
BE Aerospace InCOM  073302101   3547050 132600 x                  132600                                                          
                                                                                                                                  
Burlington NortCOM  12189T104   3168332  34091 x                   34091                                                          
                                                                                                                                  
Chase ManhattanCOM  16161A108   1829526  16708 x                   16708                                                          
                                                                                                                                  
<PAGE>      PAGE   2                                                                                                              
                                                                                                                                  
Citicorp       COM  173034109   3518123  27825 x                   27825                                                          
                                                                                                                                  
Coach USA      COM  18975L10     737000  22000 x                   22000                                                          
                                                                                                                                  
Commercial Int COM  201709102   3479775 167700 x                  167700                                                          
                                                                                                                                  
Computer Assoc COM  204912109   1301786  24562 x                   24562                                                          
                                                                                                                                  
Conseco Inc.   COM  208464107   9629130 211918 x                  211918                                                          
                                                                                                                                  
Dana Corp      COM  23581110     746937  15725 x                   15725                                                          
                                                                                                                                  
Deere & Co.    COM  244199105   2726100  46800 x                   46800                                                          
                                                                                                                                  
Edwards, A. G. COM  281760108   2662733  66987 x                   66987                                                          
                                                                                                                                  
Fannie Mae     COM  313586109   8551689 149864 x                  149864                                                          
                                                                                                                                  
Fidelity Nat'l COM  316326107   3429531 110186 x                  110186                                                          
                                                                                                                                  
Ford           COM  345370100   7041635 145000 x                  145000                                                          
                                                                                                                                  
Frontier InsuraCOM  359081106   5734855 250704 x                  250704                                                          
                                                                                                                                  
General ElectriCOM  369604103   2855461  38916 x                   38916                                                          
                                                                                                                                  
Global Marine  COM  379352404   1647923  67091 x                   67091                                                          
                                                                                                                                  
Graco Inc.     COM  384109104   3141712  84200 x                   84200                                                          
                                                                                                                                  
Green Tree Fin COM  393505102   9588841 366154 x                  366154                                                          
                                                                                                                                  
Griffon Corp.  COM  398433102   2573707 175980 x                  175980                                                          
                                                                                                                                  
Helix          COM  423319102   3471000 178000 x                  178000                                                          
                                                                                                                                  
Idex Corp      COM  45167R104   2843184  81525 x                   81525                                                          
                                                                                                                                  
Intel Corp     COM  458140100    646300   9200 x                    9200                                                          
                                                                                                                                  
International CCOM  458978103     83750  10000 x                   10000                                                          
                                                                                                                                  
J. P. Morgan   COM  616880100    242681   2150 x                    2150                                                          
                                                                                                                                  
JLG Industries COM  466210101   2693637 190700 x                  190700                                                          
                                                                                                                                  
Lincare HoldingCOM  532791100    570000  10000 x                   10000                                                          
                                                                                                                                  
Lockheed MartinCOM  539830109   3000704  30464 x                   30464                                                          
                                                                                                                                  
Loews Corp.    COM  540424108   3820500  36000 x                   36000                                                          
                                                                                                                                  
Matthews Inter'COM  577128101    510400  11600 x                   11600                                                          
                                                                                                                                  
Mellon Bank    COM  585509102   9530250 157200 x                  157200                                                          
                                                                                                                                  
Merck & CompanyCOM  589331107    256838   2423 x                    2423                                                          
                                                                                                                                  
<PAGE>      PAGE   3                                                                                                              
                                                                                                                                  
Merrill Lynch  COM  590188108   6396663  87700 x                   87700                                                          
                                                                                                                                  
Morgan Stanley COM  24204v105   3014784  50990 x                   50990                                                          
                                                                                                                                  
NVR Inc.       COM  62944T105    481250  22000 x                   22000                                                          
                                                                                                                                  
National City CCOM  635405103   3221224  48992 x                   48992                                                          
                                                                                                                                  
National RV HldCOM  637277104   9323350 283600 x                  283600                                                          
                                                                                                                                  
Philip Morris  COM  718154107   8175770 180680 x                  180680                                                          
                                                                                                                                  
RMI Titanium CoCOM  74961H203   1899800  94400 x                   94400                                                          
                                                                                                                                  
Reliance Group COM  759464100   4960700 351200 x                  351200                                                          
                                                                                                                                  
SCIOS Inc      COM  808905103    400000  40000 x                   40000                                                          
                                                                                                                                  
Scotsman Inds  COM  809340102    537625  22000 x                   22000                                                          
                                                                                                                                  
Southwest SEC  COM  845224104   5044155 197810 x                  197810                                                          
                                                                                                                                  
Stanley FurnituCOM  854305208   4894850 175600 x                  175600                                                          
                                                                                                                                  
Sunamerica Inc.COM  866930100   8214412 192150 x                  192150                                                          
                                                                                                                                  
Superior IndustCOM  868168105   1876768  69996 x                   69996                                                          
                                                                                                                                  
Travelers Inc. COM  894190107    703068  13050 x                   13050                                                          
                                                                                                                                  
Vesta          COM  925391104   4951875  83400 x                   83400                                                          
                                                                                                                                  
Winsloew FurnitCOM  975377102   3122792 215365 x                  215365                                                          
                                                                                                                                  
N & B Partners MUT  64122440     340808  12958 x                   12958                                                          
                                                                                                                                  
Schwab Muni    MUT  80850810      41117  41117 x                   41117                                                          
                                                                                                                                  
William Blair  MUT  09300110     314468  20487 x                   20487                                                          
                             ----------------                                                                                     
GRAND TOTAL                   199330488                                                                                           
                             ================                                                                                     
                                                                                                                                  
                                                                                                                                  
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    01/28/1998                                                  
                                                                                                                                  
                                                                                                                                  
                                                                                                                                  
                                                                                                                                  
                                                                                                                                  
                                                                                                                                  
<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
                                                                                                                                  
</TABLE>


© 2022 IncJournal is not affiliated with or endorsed by the U.S. Securities and Exchange Commission