Instuitional Investor - Muhlenkamp & Co Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Mckesson Corp	MCK	38,589	$25,970,143	8.5%
2.	Eqt Corp	EQT	450,091	$24,048,342	7.87%
3.	Berkshire Hathaway Inc	BRK.A	38,138	$20,311,749	6.65%
4.	Rush Enterprises Inc	RUSHA	371,481	$19,840,791	6.49%
5.	Nmi Holdings Inc.	NMIH	462,971	$16,690,115	5.46%