13F-HR/A 1 q102.txt AMEND FILING UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 3/31/2002 Check here if Amendment [X]; Amendment Number: 1 This Amendment (Check only one.): [X] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Muhlenkamp & Company Address: 3000 Stonewood Drive, Suite 310 Wexford, PA 15090 Form 13F File Number: 28-03447 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Jack Kunkle Title: Analyst Phone: 724-935-5520, Ext: 116 /s/ Jack Kunkle July 30, 2004 Report Type (Check only one.): [x] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 89 Form 13F Information Table Value Total: 764,084 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- ---- A T M I Inc. COM 00207r101 13454 427777.000SH SOLE 427777.000 Abitibi-Consol COM 003924107 2492 280000.000SH SOLE 280000.000 American Woodmark Corp COM 030506109 19082 302513.347SH SOLE 302513.347 Anadarko Petroleum Corp. COM 032511107 7218 127890.000SH SOLE 127890.000 Apollo Group Inc CL A COM 037604105 803 15000.000SH SOLE 15000.000 Applied Materials COM 038222105 8897 163940.000SH SOLE 163940.000 Ark Best Corp. COM 040790107 26980 970836.000SH SOLE 970836.000 BE Aerospace Inc COM 073302101 1985 199922.000SH SOLE 199922.000 BEAZER HOMES USA INC COM 07556q105 18740 241655.000SH SOLE 241655.000 Black & Decker Corp COM 091797100 4314 92700.000SH SOLE 92700.000 CEMEX S A SPONSOR ADR NEW REP COM 151290889 26253 888715.000SH SOLE 888715.000 CROSSMANN COMMUNITIES INC COM 22764e109 2872 63500.000SH SOLE 63500.000 Calpine Corp. COM 131347106 28452 2240321.000SH SOLE 2240321.000 Cendant COM 151313103 24735 1288305.000SH SOLE 1288305.000 Centex Corp COM 152312104 22347 430335.000SH SOLE 430335.000 Citigroup Inc. COM 172967101 21625 436699.031SH SOLE 436699.031 Citrix Sys Inc COM 177376100 10975 635140.000SH SOLE 635140.000 Computer Assoc Int'l COM 204912109 3014 137711.000SH SOLE 137711.000 Conductus COM 206784100 1284 583700.000SH SOLE 583700.000 Conoco Inc-New COM 208251504 21621 740938.000SH SOLE 740938.000 Conseco Inc. COM 208464107 7047 1946714.501SH SOLE 1946714.501 Countrywide Credit Ind Inc COM 222372104 2518 56273.152SH SOLE 56273.152 D&K Healthcare COM 232861104 11830 197100.000SH SOLE 197100.000 DVI Inc COM 233343102 423 23000.000SH SOLE 23000.000 Delphi Automotive Systems Corp COM 247126105 7165 448120.000SH SOLE 448120.000 Dollar Tree Stores Inc COM 256747106 984 30000.000SH SOLE 30000.000 El Paso Corporation COM 28336l109 25775 585401.144SH SOLE 585401.144 Ethan Allen Interiors Inc COM 297602104 1713 45000.000SH SOLE 45000.000 FIDELITY NATIONAL FINANCIAL IN COM 316326107 30454 1154881.000SH SOLE 1154881.000 Fannie Mae COM 313586109 9561 119694.000SH SOLE 119694.000 Ford COM 345370860 3232 196015.000SH SOLE 196015.000 Frontier Airlines COM 359065109 4047 220900.000SH SOLE 220900.000 Furniture Brands Intl. Inc. COM 360921100 288 7900.000 SH SOLE 7900.000 Gabelli Asset Management COM 36239Y102 4828 121600.000SH SOLE 121600.000 General Cable Corp COM 369300108 1799 126000.000SH SOLE 126000.000 General Electric COM 369604103 472 12610.487SH SOLE 12610.487 GlobalSantaFe Corp. COM g3930e101 548 16756.000SH SOLE 16756.000 Goodrich Co, B F COM 382388106 3179 100480.000SH SOLE 100480.000 Graco Inc. COM 384109104 7584 185649.000SH SOLE 185649.000 Houston Exploration COM 442120101 5599 180600.000SH SOLE 180600.000 Intel Corp COM 458140100 699 22980.000SH SOLE 22980.000 International Business Machine COM 459200101 9011 86641.000SH SOLE 86641.000 JLG Industries Inc. COM 466210101 2354 159052.801SH SOLE 159052.801 Knight Trading Group Inc. COM 499063105 236 33100.000SH SOLE 33100.000 Lamson & Sessions COM 513696104 2921 508000.000SH SOLE 508000.000 Libbey Inc Com COM 52989B108 1541 40000.000SH SOLE 40000.000 Masco Corp COM 574599106 4632 168750.000SH SOLE 168750.000 Mastec Inc. COM 576323109 5873 729535.000SH SOLE 729535.000 Mellon Financial Corp. COM 58551A108 7674 198866.798SH SOLE 198866.798 Merck & Company COM 589331107 794 13786.000SH SOLE 13786.000 Meritage Corp. COM 59001A102 19028 297770.000SH SOLE 297770.000 Merrill Lynch COM 590188108 14367 259420.000SH SOLE 259420.000 Mohawk Industries Inc. COM 608190104 16009 266416.130SH SOLE 266416.130 Monaco Coach COM 60886R103 4215 173449.000SH SOLE 173449.000 Morgan Stanley Dean Witter Dis COM 617446448 12836 223980.000SH SOLE 223980.000 NVR Inc. COM 62944t105 41234 130695.000SH SOLE 130695.000 Nabors Industries COM 629568106 10733 254030.000SH SOLE 254030.000 National RV Holdings COM 637277104 4306 352400.000SH SOLE 352400.000 Ocean Energy Inc. COM 67481e106 11083 560020.000SH SOLE 560020.000 Omni Energy Services COM 68210T109 70 86400.000SH SOLE 86400.000 Orthodontic Centers of America COM 68750p103 16568 600070.000SH SOLE 600070.000 Patterson Energy Inc. COM 703481101 18005 605400.000SH SOLE 605400.000 Philip Morris COM 718154107 1463 27780.000SH SOLE 27780.000 Photon Dynamics Inc. COM 719364101 8840 173700.000SH SOLE 173700.000 Polaris Industries, Inc. COM 731068102 20517 322095.000SH SOLE 322095.000 Polo Ralph Lauren Corp CL A COM 731572103 1751 60000.000SH SOLE 60000.000 Pulte Homes, Inc. COM 745867101 5269 110115.000SH SOLE 110115.000 R G Barry Corp COM 068798107 1943 322200.000SH SOLE 322200.000 RTI International Metals Inc. COM 74973w107 462 40000.000SH SOLE 40000.000 Readers Digest Assoc. COM 755267101 5051 225400.000SH SOLE 225400.000 Rush Enterprises Inc. COM 781846100 2030 282005.000SH SOLE 282005.000 SCIOS Inc COM 808905103 1157 40000.000SH SOLE 40000.000 SUPERIOR INDUSTRIES INTL INC COM 868168105 23250 476622.000SH SOLE 476622.000 Salton COM 795757103 4431 223230.000SH SOLE 223230.000 Sovereign Bancorp Inc. COM 845905108 1405 100000.000SH SOLE 100000.000 Stanley Furniture COM 854305208 15806 488730.000SH SOLE 488730.000 Super Value Stores COM 868536103 4235 164132.000SH SOLE 164132.000 Terex Corp Del COM 880779103 2962 131050.000SH SOLE 131050.000 Texas Industries Inc. COM 882491103 10360 251457.448SH SOLE 251457.448 Thor Industries Inc. COM 885160101 2479 52400.000SH SOLE 52400.000 Timken Co. COM 887389104 282 12214.000SH SOLE 12214.000 Toll Brothers Inc. COM 889478103 4980 99900.000SH SOLE 99900.000 Tyco International LTD COM 902124106 6512 201492.000SH SOLE 201492.000 Visteon Corp. COM 92839u107 7260 438656.000SH SOLE 438656.000 Washington Mutual Inc. COM 939322103 3390 102312.000SH SOLE 102312.000 Whirlpool Corp COM 963320106 19148 253445.000SH SOLE 253445.000 Wilsons Leather COM 972463103 1106 92500.000SH SOLE 92500.000 Winnebago Inds. Inc. COM 974637100 7391 176010.000SH SOLE 176010.000 Vanguard Long-Term Corp. Fund MUT 922031109 226 26580.215SH SOLE 26580.215