Rudman Errol M as of Sept. 30, 2013
Portfolio Holdings for Rudman Errol M
Rudman Errol M holds 32 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| tw tele | 9.7 | $14M | 471k | 29.87 | |
| TransDigm Group Incorporated (TDG) | 8.9 | $13M | 94k | 138.70 | |
| Wesco Aircraft Holdings | 6.9 | $9.9M | 475k | 20.93 | |
| Express Scripts Holding | 5.1 | $7.5M | 121k | 61.80 | |
| Delta Air Lines Inc Del Com New (DAL) | 4.3 | $6.3M | 267k | 23.59 | |
| Mohawk Industries (MHK) | 4.0 | $5.7M | 44k | 130.26 | |
| Direxion Shs Etf Tr 20yr Tres Bear | 3.6 | $5.2M | 76k | 67.98 | |
| Hca Holdings (HCA) | 3.4 | $5.0M | 116k | 42.75 | |
| American Intl Group Com New (AIG) | 3.4 | $5.0M | 102k | 48.63 | |
| Cablevision Sys Corp Cl A Ny Cablvs | 3.3 | $4.8M | 286k | 16.84 | |
| Weatherford International Lt Reg Shs | 3.2 | $4.7M | 307k | 15.33 | |
| CVS Caremark Corporation (CVS) | 3.1 | $4.5M | 79k | 56.75 | |
| Lazard Shs A | 3.0 | $4.4M | 123k | 36.02 | |
| Ritchie Bros. Auctioneers Inco | 3.0 | $4.4M | 217k | 20.18 | |
| Hldgs (UAL) | 2.9 | $4.3M | 139k | 30.71 | |
| Rock-tenn Cl A | 2.9 | $4.3M | 42k | 101.27 | |
| Citigroup Com New (C) | 2.8 | $4.1M | 84k | 48.52 | |
| Coty Com Cl A (COTY) | 2.7 | $4.0M | 246k | 16.21 | |
| Sensata Technologies Hldg Bv SHS | 2.7 | $3.9M | 103k | 38.27 | |
| Boeing Company (BA) | 2.4 | $3.5M | 30k | 117.51 | |
| Rush Enterprises Cl A (RUSHA) | 2.4 | $3.5M | 133k | 26.51 | |
| Ascent Cap Group Com Ser A | 2.2 | $3.3M | 40k | 80.62 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $2.8M | 53k | 51.68 | |
| Bruker Corporation (BRKR) | 1.6 | $2.3M | 113k | 20.65 | |
| Sirona Dental Systems | 1.6 | $2.3M | 34k | 66.93 | |
| Sotheby's | 1.6 | $2.3M | 46k | 49.14 | |
| Stifel Financial (SF) | 1.5 | $2.2M | 54k | 41.22 | |
| Bank of America Corporation (BAC) | 1.4 | $2.1M | 150k | 13.80 | |
| Rouse Pptys | 1.4 | $2.0M | 100k | 20.58 | |
| Belden (BDC) | 1.3 | $1.9M | 30k | 64.05 | |
| Louisiana-Pacific Corporation (LPX) | 1.1 | $1.6M | 91k | 17.59 | |
| Wausau Paper | 0.3 | $397k | 31k | 12.97 |
