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Previous: ALLEGHENY POWER SERVICE CORP, U-13-60, 1998-04-30 |
Next: WEXFORD TRUST/PA, 13F-E/A, 1998-04-30 |
<TABLE>
<C> <C>
<PAGE> PAGE 1
SECURITIES AND EXCHANGE COMMISSION
FORM 13F-E
Report for the Calendar Year or Quarter Ended: 03/31/1998
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.
Muhlenkamp & Company
FORM 13F
April 30, 1998
Name, Title and Telephone Number of Person Submitting Report:
JOHN H KUNKLE TREASURER 800-860-3863 EXT 116
Signature, Place and Date of Signing:
/s/ JOHN H KUNKLE WEXFORD PA 04/30/1998
<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 1084102 7529 253600 SH SOLE 253600
AMR Corp. COM 1765106 7633 53310 SH SOLE 53310
Abbott Labs COM 2824100 377 5000 SH SOLE 5000
Aeroquip-Vickers Inc. COM 89667810 6129 105900 SH SOLE 105900
Air Express Int'l COM 9104109 3006 113181 SH SOLE 113181
American Home Prods. COM 26609107 382 4000 SH SOLE 4000
American Woodmark Corp COM 30506109 520 20000 SH SOLE 20000
Armstrong World COM 42476101 4441 51300 SH SOLE 51300
BE Aerospace Inc COM 73302101 7241 257440 SH SOLE 257440
Bristol Myers Squibb COM 110122108 720 6900 SH SOLE 6900
Burlington Northern Santa Fe CoCOM 12189T104 5921 56931 SH SOLE 56931
Calpine Corp. COM 131347106 4406 247380 SH SOLE 247380
Chase Manhattan Crp COM 16161A108 2624 19458 SH SOLE 19458
Citicorp COM 173034109 4053 28545 SH SOLE 28545
Coach USA COM 18975L106 2275 52300 SH SOLE 52300
Coca-Cola Femsa ADS COM 191241108 307 15000 SH SOLE 15000
Commercial Intertech COM 201709102 5273 220860 SH SOLE 220860
Computer Assoc Int'l COM 204912109 2292 39682 SH SOLE 39682
Conseco Inc. COM 208464107 12097 213626 SH SOLE 213626
Crossman Communities COM 2.28E+113 1188 40000 SH SOLE 40000
Dana Corp COM 235811106 913 15725 SH SOLE 15725
Deere & Co. COM 244199105 3202 51700 SH SOLE 51700
Edwards, A. G. COM 281760108 2955 67162 SH SOLE 67162
Fannie Mae COM 313586109 9437 149194 SH SOLE 149194
Fidelity Nat'l Fin'l COM 316326107 5438 147978 SH SOLE 147978
Ford COM 345370100 10569 163070 SH SOLE 163070
Frontier Insurance COM 359081106 6923 250590 SH SOLE 250590
General Electric COM 369604103 3337 38716 SH SOLE 38716
Global Marine Inc New COM 379352404 5405 217291 SH SOLE 217291
Graco Inc. COM 384109104 4611 152110 SH SOLE 152110
Green Tree Financial COM 393505102 15370 540484 SH SOLE 540484
Griffon Corp. COM 398433102 3408 214680 SH SOLE 214680
Helix COM 423319102 2114 105700 SH SOLE 105700
Idex Corp COM 45167R104 3582 98475 SH SOLE 98475
Intel Corp COM 458140100 718 9200 SH SOLE 9200
International Business MachinesCOM 459200101 505 4866 SH SOLE 4866
International Comfort Products COM 458978103 89 10000 SH SOLE 10000
JLG Industries Inc. COM 466210101 3212 193200 SH SOLE 193200
Lincare Holdings Inc. COM 532791100 706 10000 SH SOLE 10000
Lockheed Martin COM 539830109 3287 29214 SH SOLE 29214
Loews Corp. COM 540424108 3763 36100 SH SOLE 36100
Matthews Inter'l Corp. COM 577128101 464 11600 SH SOLE 11600
Mellon Bank COM 585509102 10258 161550 SH SOLE 161550
Merck & Company COM 589331107 823 6423 SH SOLE 6423
Merrill Lynch COM 590188108 9512 114600 SH SOLE 114600
Morgan Stanley Dean Witter DiscCOM 617446448 6303 86490 SH SOLE 86490
NVR Inc. COM 62944T105 694 22000 SH SOLE 22000
Nabors Industries COM 629568106 2375 100000 SH SOLE 100000
National City Corp. COM 635405103 2185 29804 SH SOLE 29804
National RV Holdings COM 637277104 10497 290570 SH SOLE 290570
<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
Omni Energy Services COM 68210T109 564 47500 SH SOLE 47500
Philip Morris COM 718154107 7408 177710 SH SOLE 177710
R & B Falcon Corp COM 7.49E+105 593 20000 SH SOLE 20000
RMI Titanium Co. COM 74961H203 6636 306850 SH SOLE 306850
Reliance Group Holdings COM 759464100 8724 459180 SH SOLE 459180
SCIOS Inc COM 808905103 1463 120000 SH SOLE 120000
Southwest SEC Inc. COM 845224104 7657 277190 SH SOLE 277190
Stanley Furniture COM 854305208 7763 194680 SH SOLE 194680
Sunamerica Inc. COM 866930100 9101 190100 SH SOLE 190100
Superior Industries COM 868168105 2323 69996 SH SOLE 69996
Travelers Inc. COM 894190107 1410 23500 SH SOLE 23500
Vesta COM 925391104 4322 80600 SH SOLE 80600
Winsloew Furniture COM 975377102 4736 215265 SH SOLE 215265
N & B Partners Neuberger MUT 641224407 391 13331 SH SOLE 13331
Schwab Muni Money Fund Value AdMUT 808508105 41 41372 SH SOLE 41372
Schwab Value Advantage Money FuMUT 808515605 132 132471 SH SOLE 132471
Vanguard Windsor Fund II MUT 922018205 256 7932 SH SOLE 7932
REPORT SUMMARY 67 DATA RECORDS 274589 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
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