Instuitional Investor - Muhlenkamp & Co Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Newmont Corp	NEM	284,481	$28,405,428	7.64%
2.	Agnico Eagle Mines Ltd	AEM	151,269	$25,644,634	6.9%
3.	Eqt Corp	EQT	451,127	$24,180,407	6.5%
4.	Mastec Inc	MTZ	105,760	$22,989,051	6.18%
5.	Mckesson Corp	MCK	27,193	$22,306,146	6%