Instuitional Investor - Muhlenkamp & Co Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Mckesson Corp	MCK	38,661	$22,033,380	6.68%
2.	Eqt Corp	EQT	451,435	$20,815,672	6.31%
3.	Rush Enterprises Inc	RUSHA	371,978	$20,380,701	6.18%
4.	Berkshire Hathaway Inc	BRK.A	38,172	$17,302,785	5.25%
5.	Nmi Holdings Inc.	NMIH	463,893	$17,052,717	5.17%