Rudman Errol M as of Sept. 30, 2015
Portfolio Holdings for Rudman Errol M
Rudman Errol M holds 38 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 7.0 | $18M | 84k | 212.41 | |
| Level 3 Communications Com New | 5.6 | $14M | 330k | 43.69 | |
| Delta Air Lines Inc Del Com New (DAL) | 4.8 | $12M | 276k | 44.87 | |
| Hldgs (UAL) | 4.7 | $12M | 228k | 53.05 | |
| Mohawk Industries (MHK) | 4.7 | $12M | 66k | 181.79 | |
| Bank of America Corporation (BAC) | 4.3 | $11M | 705k | 15.58 | |
| Community Health Systems (CYH) | 4.3 | $11M | 255k | 42.77 | |
| Sirona Dental Systems | 4.0 | $10M | 109k | 93.34 | |
| VCA Antech | 4.0 | $10M | 194k | 52.65 | |
| China Biologic Products | 3.9 | $9.9M | 110k | 89.82 | |
| Express Scripts Holding | 3.8 | $9.7M | 120k | 80.96 | |
| Cross Country Healthcare (CCRN) | 3.7 | $9.5M | 702k | 13.61 | |
| AMN Healthcare Services (AMN) | 3.6 | $9.2M | 305k | 30.01 | |
| Thermo Fisher Scientific (TMO) | 3.4 | $8.8M | 72k | 122.28 | |
| Patterson Companies (PDCO) | 3.2 | $8.2M | 190k | 43.25 | |
| Centene Corporation (CNC) | 3.1 | $7.9M | 145k | 54.23 | |
| Hca Holdings (HCA) | 3.1 | $7.8M | 101k | 77.36 | |
| CVS Caremark Corporation (CVS) | 3.0 | $7.6M | 79k | 96.48 | |
| Palo Alto Networks (PANW) | 2.8 | $7.2M | 42k | 172.00 | |
| Realogy Hldgs (HOUS) | 2.6 | $6.8M | 180k | 37.63 | |
| Ritchie Bros. Auctioneers Inco | 2.4 | $6.1M | 236k | 25.88 | |
| Lazard Shs A | 1.9 | $5.0M | 115k | 43.30 | |
| Sensata Techologies Hldg Nv SHS | 1.8 | $4.6M | 103k | 44.34 | |
| CIGNA Corporation | 1.6 | $4.1M | 30k | 135.03 | |
| Visteon Corp Com New (VC) | 1.6 | $4.1M | 40k | 101.25 | |
| American Express Company (AXP) | 1.4 | $3.7M | 50k | 74.14 | |
| Tenet Healthcare Corp Com New (THC) | 1.4 | $3.7M | 100k | 36.92 | |
| Humana (HUM) | 1.4 | $3.6M | 20k | 179.00 | |
| Rush Enterprises Cl A (RUSHA) | 1.3 | $3.2M | 133k | 24.20 | |
| Seaworld Entertainment (PRKS) | 1.1 | $2.9M | 160k | 17.81 | |
| Sotheby's | 0.9 | $2.4M | 76k | 31.98 | |
| American Intl Group *w Exp 01/19/2021 | 0.9 | $2.4M | 107k | 22.70 | |
| Kindred Healthcare | 0.8 | $2.0M | 130k | 15.75 | |
| Stifel Financial (SF) | 0.7 | $1.8M | 43k | 42.10 | |
| Aetna | 0.4 | $1.1M | 10k | 109.40 | |
| Citigroup Com New (C) | 0.3 | $753k | 15k | 49.60 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $710k | 12k | 60.94 | |
| Blackberry (BB) | 0.1 | $184k | 30k | 6.13 |
