# EDGAR Filing Document

**Accession Number:** 0001133219
**File Stem:** 0001438934-25-000378
**Filing Date:** 2025-7
**Character Count:** 19237
**Document Hash:** 3f300d662e8df589f5cca564f79d9f40
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001438934-25-000378.hdr.sgml**: 20250729

**ACCESSION NUMBER**: 0001438934-25-000378

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250729

**EFFECTIVENESS DATE**: 20250729

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MUHLENKAMP & CO INC
- **CENTRAL INDEX KEY:** 0001133219

**ORGANIZATION NAME:**
- **EIN:** 251405412
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 0930

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-03447
- **FILM NUMBER:** 251159752

**BUSINESS ADDRESS:**
- **STREET 1:** 5000 STONEWOOD DRIVE, STE. 300
- **CITY:** WEXFORD
- **STATE:** PA
- **ZIP:** 15090
- **BUSINESS PHONE:** 7249355520

**MAIL ADDRESS:**
- **STREET 1:** 5000 STONEWOOD DRIVE, STE. 300
- **CITY:** WEXFORD
- **STATE:** PA
- **ZIP:** 15090

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001133219

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** MUHLENKAMP  CO INC

**Address:** 5000 Stonewood Drive, Wexford, PA 15090

**Telephone number:** 724.934.5139

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-03447

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                           | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                  | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| ABBVIE INC.                              | 00287Y109 | 05/09/2025     | Say on Pay - An advisory vote on the approval of executive compensation                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        258.768 |                0 | FOR         |                                  258.768 | FOR                         |  |
| AMAZON.COM, INC.                         | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        100     |                0 | FOR         |                                  100     | FOR                         |  |
| APPLE INC.                               | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |      15941     |                0 | FOR         |                                15941     | FOR                         |  |
| BANK OF AMERICA CORPORATION              | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |       1000     |                0 | FOR         |                                 1000     | FOR                         |  |
| BGC GROUP INC.                           | 088929104 | 09/16/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |     447722     |                0 | FOR         |                               447722     | FOR                         |  |
| CHEVRON CORPORATION                      | 166764100 | 05/28/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        282     |                0 | FOR         |                                  282     | FOR                         |  |
| DOW INC.                                 | 260557103 | 04/10/2025     | Advisory Resolution to Approve Executive Compensation                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      53541     |                0 | FOR         |                                53541     | FOR                         |  |
| EQT CORPORATION                          | 26884L109 | 04/16/2025     | Approval of a non-binding resolution to approve the 2024 compensation of EQT Corporation's named executive officers (say-on-pay).                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |     107992     |                0 | FOR         |                               107992     | FOR                         |  |
| EXXON MOBIL CORPORATION                  | 30231G102 | 05/28/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |       1354     |                0 | FOR         |                                 1354     | FOR                         |  |
| GRANITE CONSTRUCTION INCORPORATED        | 387328107 | 06/05/2025     | Advisory vote to approve executive compensation of the named executive officers                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |       1000     |                0 | FOR         |                                 1000     | FOR                         |  |
| KIRBY CORPORATION                        | 497266106 | 04/29/2025     | Advisory vote on the approval of the compensation of Kirby's named executive officers.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      18970     |                0 | FOR         |                                18970     | FOR                         |  |
| MAIN STREET CAPITAL CORPORATION          | 56035L104 | 05/05/2025     | Advisory non-binding approval of executive compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |       1307.23  |                0 | FOR         |                                 1307.23  | FOR                         |  |
| MASTEC, INC.                             | 576323109 | 05/22/2025     | Approval of a non-binding advisory resolution regarding the compensation of our named executive officers.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      27653     |                0 | FOR         |                                27653     | FOR                         |  |
| MCKESSON CORPORATION                     | 58155Q103 | 07/31/2024     | Advisory vote on Executive Compensation.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |       7801     |                0 | FOR         |                                 7801     | FOR                         |  |
| MICROCHIP TECHNOLOGY INCORPORATED        | 595017104 | 08/20/2024     | Proposal to approve, on an advisory (non-binding) basis, the compensation of our named executives.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      31296     |                0 | FOR         |                                31296     | FOR                         |  |
| MICROSOFT CORPORATION                    | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |       7939.2   |                0 | FOR         |                                 7939     | FOR                         |  |
| NEWMONT CORPORATION                      | 651639106 | 04/30/2025     | Approval of the advisory resolution on Newmont's executive compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |      55995     |                0 | FOR         |                                55995     | FOR                         |  |
| NMI HOLDINGS, INC.                       | 629209305 | 05/08/2025     | Advisory approval of NMI Holdings, Inc.'s executive compensation.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |     110907     |                0 | FOR         |                               110907     | FOR                         |  |
| NMI HOLDINGS, INC.                       | 629209305 | 05/08/2025     | Advisory vote on whether the frequency of the stockholder vote on our executive compensation should be every 1, 2 or 3 years.                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |     110907     |                0 | 1 YEAR      |                               110907     | FOR                         |  |
| OCCIDENTAL PETROLEUM CORPORATION         | 674599105 | 05/02/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      59352     |                0 | FOR         |                                59352     | FOR                         |  |
| ONEOK, INC.                              | 682680103 | 05/21/2025     | An advisory vote to approve ONEOK, Inc.'s executive compensation.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         92     |                0 | FOR         |                                   92     | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/24/2025     | 2025 advisory approval of executive compensation                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |       1000     |                0 | FOR         |                                 1000     | FOR                         |  |
| PPG INDUSTRIES, INC.                     | 693506107 | 04/17/2025     | Approve the compensation of the Company's named executive officers on an advisory basis.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        654     |                0 | FOR         |                                  654     | FOR                         |  |
| PULTEGROUP, INC.                         | 745867101 | 04/30/2025     | Say-on-pay: Advisory vote to approve executive compensation.                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |      23710     |                0 | FOR         |                                23710     | FOR                         |  |
| REALTY INCOME CORPORATION                | 756109104 | 05/13/2025     | A non-binding advisory proposal to approve the compensation of our named executive officers as described in the Proxy Statement.                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        690.912 |                0 | FOR         |                                  690.912 | FOR                         |  |
| ROYAL GOLD, INC.                         | 780287108 | 05/22/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      17593     |                0 | FOR         |                                17593     | FOR                         |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 04/02/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      75477     |                0 | FOR         |                                75477     | FOR                         |  |
| SHOPIFY INC.                             | 82509L107 | 06/17/2025     | Non-binding Advisory Vote on Executive Compensation Non-binding advisory vote that the shareholders accept Shopify Inc.'s approach to executive compensation as disclosed in the Management Information Circular for the Meeting. | SECTION 14A SAY-ON-PAY VOTES |        113     |                0 | FOR         |                                  113     | FOR                         |  |
| TAYLOR MORRISON HOME CORPORATION         | 87724P106 | 05/22/2025     | Advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      38060     |                0 | FOR         |                                38060     | FOR                         |  |
| THE TRAVELERS COMPANIES, INC.            | 89417E109 | 05/21/2025     | Non-binding vote to approve executive compensation.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       1878     |                0 | FOR         |                                 1878     | FOR                         |  |
| THE WILLIAMS COMPANIES, INC.             | 969457100 | 04/29/2025     | Approve, on an Advisory Basis, the Compensation of our Named Executive Officers.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        149     |                0 | FOR         |                                  149     | FOR                         |  |
| TRANSOCEAN, LTD.                         | H8817H100 | 05/30/2025     | Advisory Vote to Approve Named Executive Officer Compensation for Fiscal Year 2025                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |     263321     |                0 | FOR         |                               263321     | FOR                         |  |
| UNITED RENTALS, INC.                     | 911363109 | 05/08/2025     | Advisory Approval of Executive Compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |       4070     |                0 | FOR         |                                 4070     | FOR                         |  |
| UNITEDHEALTH GROUP INCORPORATED          | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       5847     |                0 | FOR         |                                 5847     | FOR                         |  |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | 929740108 | 05/15/2025     | Approve an advisory (non-binding) resolution to approve the 2024 named executive officer compensation.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      17494     |                0 | FOR         |                                17494     | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** MUHLENKAMP  CO INC

**By (Signature):** Anthony W Muhlenkamp

**By (Printed Signature):** Anthony W Muhlenkamp

**By (Title):** President

**Date:** 07/18/2025