09 Jan 2015 Note to Dataroma users regarding Muhlenkamp Fund ( Portfolio )
We have decided to track the 13F filings of Muhlenkamp & Co. rather than the holdings of the fund itself. This is because the fund's holdings are being submitted very late after quarter-end (Q3 2014 portfolio schedule hasn't been submitted yet!). Users should note that there are differences between the two schedules when considering the portfolio activity relative to Q2 2014. Muhlenkamp & Co. also includes separately managed accounts and is hence larger.