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	Home > Muhlenkamp & Company
	Changes: All | New | Increased | Decreased | Sold Out	Portfolio as of: Most recent 06/30/2010 01/31/2010 12/31/2009 09/30/2009 06/30/2009 03/31/2009 12/31/2008 09/30/2008 06/30/2008 03/31/2008 12/31/2007 09/30/2007 06/30/2007 03/31/2007 12/31/2006 09/30/2006 06/30/2006 03/31/2006 12/31/2005 09/30/2005 06/30/2005 03/31/2005 12/31/2004 09/30/2004 06/30/2004 03/31/2004 12/31/2003 09/30/2003 06/30/2003 03/31/2003 12/31/2002 09/30/2002 06/30/2002 03/31/2002 12/31/2001 09/30/2001 06/30/2001 03/31/2001 09/30/2000 06/30/2000 03/31/2000 12/31/1999 09/30/1999 06/30/1999 03/31/1999
	Name Ticker Class Shares Change Value Change Date Philip Morris International Inc. PM Common 698,057 -340 31,999,000 -4,429,000 06/30/2010 UNITEDHEALTH GROUP INC UNH Common 1,075,474 -5,985 30,543,000 -4,788,000 06/30/2010 LABORATORY CORP OF AMERICA HOLDINGS LH Common 327,425 -1,420 24,671,000 -226,000 06/30/2010 ORACLE CORP ORCL Common 1,134,940 -3,085 24,356,000 -4,903,000 06/30/2010 PFIZER INC PFE Common 1,688,408 -13,205 24,077,000 -5,106,000 06/30/2010 AT&T CORP T Common 980,250 -3,615 23,712,000 -1,711,000 06/30/2010 BANK OF AMERICA CORP /DE/ BAC Common 1,616,799 -5,475 23,233,000 -5,725,000 06/30/2010 LOCKHEED MARTIN CORP LMT Common 305,200 305,200 22,737,000 22,737,000 06/30/2010 CISCO SYSTEMS INC CSCO Common 1,033,820 -2,360 22,031,000 -4,941,000 06/30/2010 PRINCIPAL FINANCIAL GROUP INC PFG Common 919,470 -2,180 21,552,000 -5,369,000 06/30/2010 ABBOTT LABORATORIES ABT Common 454,325 -1,910 21,253,000 -2,781,000 06/30/2010 WESCO INTERNATIONAL INC WCC Common 579,045 -128,955 19,496,000 -5,079,000 06/30/2010 HEWLETT PACKARD CO HPQ Common 450,410 -705 19,494,000 -4,483,000 06/30/2010 AEROPOSTALE INC ARO Common 654,829 -103,326 18,754,000 -3,104,000 06/30/2010 HARTFORD FINANCIAL SERVICES GROUP INC/DE HIG Common 830,200 -2,395 18,372,000 -5,290,000 06/30/2010 AMEDISYS INC AMED Common 371,215 -770 16,326,000 -4,215,000 06/30/2010 Allegiant Travel CO ALGT Common 379,160 138,305 16,186,000 2,250,000 06/30/2010 CORNING INC /NY GLW Common 937,569 -3,660 15,142,000 -3,880,000 06/30/2010 CHESAPEAKE ENERGY CORP CHK Common 699,370 -2,575 14,652,000 -1,942,000 06/30/2010 KINETIC CONCEPTS INC /TX/ KCI Common 376,382 -372,050 13,742,000 -22,041,000 06/30/2010 FORD MOTOR CO F Common 1,320,430 1,320,430 13,310,000 13,310,000 06/30/2010 SONIC AUTOMOTIVE INC SAH CL A 1,136,430 729,765 9,728,000 5,255,000 06/30/2010 HOSPIRA INC HSP Common 166,841 166,841 9,585,000 9,585,000 06/30/2010 INTEL CORP INTC Common 434,390 235 8,449,000 -1,228,000 06/30/2010 Fuel Systems Solutions, Inc. FSYS COM 320,355 320,355 8,313,000 8,313,000 06/30/2010 CONSOL ENERGY INC CNX Common 202,065 195 6,822,000 -1,790,000 06/30/2010 ALLIANCE DATA SYSTEMS CORP ADS Common 100,000 -270,085 5,952,000 -17,730,000 06/30/2010 RUSH ENTERPRISES INC \TX\ RUSHA Common 299,907 -855 4,007,000 34,000 06/30/2010 WESTPORT INNOVATIONS INC WPRT Common 180,330 180,330 2,829,000 2,829,000 06/30/2010 INNOVATIVE SOLUTIONS & SUPPORT INC ISSC Common 548,710 0 2,414,000 -1,043,000 06/30/2010 TRANSOCEAN INC RIG Common 50,655 -49,359 2,347,000 -6,292,000 06/30/2010 MEMC ELECTRONIC MATERIALS INC WFR Common 226,500 -298,685 2,238,000 -5,813,000 06/30/2010 HELIX ENERGY SOLUTIONS GROUP INC HLX Common 204,315 730 2,200,000 -453,000 06/30/2010 STANLEY FURNITURE CO INC. STLY Common 476,990 -6,000 1,941,000 -2,966,000 06/30/2010 MIPS TECHNOLOGIES INC MIPS Common 368,385 101,045 1,882,000 690,000 06/30/2010 << Prev     Next >>

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