Rudman Errol M as of March 31, 2019
Portfolio Holdings for Rudman Errol M
Rudman Errol M holds 28 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 24.4 | $36M | 80k | 453.99 | |
| Hldgs (UAL) | 10.9 | $16M | 202k | 79.78 | |
| Centene Corporation (CNC) | 9.1 | $14M | 254k | 53.10 | |
| Mongodb Inc. Class A (MDB) | 8.5 | $13M | 86k | 147.02 | |
| Delta Air Lines (DAL) | 6.2 | $9.2M | 178k | 51.65 | |
| Hca Holdings (HCA) | 5.5 | $8.2M | 63k | 130.38 | |
| China Biologic Products | 3.6 | $5.3M | 58k | 91.26 | |
| JPMorgan Chase & Co. (JPM) | 3.2 | $4.8M | 47k | 101.23 | |
| Mohawk Industries (MHK) | 2.9 | $4.3M | 34k | 126.14 | |
| Rush Enterprises (RUSHA) | 2.9 | $4.3M | 103k | 41.81 | |
| CenturyLink | 2.8 | $4.1M | 345k | 11.99 | |
| CVS Caremark Corporation (CVS) | 2.6 | $3.9M | 73k | 53.93 | |
| Addus Homecare Corp (ADUS) | 2.5 | $3.7M | 58k | 63.58 | |
| HEALTH INSURANCE Common equity Innovations shares | 1.9 | $2.8M | 105k | 26.82 | |
| Cigna Corp (CI) | 1.8 | $2.6M | 16k | 160.81 | |
| Floor & Decor Hldgs Inc cl a (FND) | 1.6 | $2.3M | 57k | 41.22 | |
| Goldman Sachs (GS) | 1.3 | $2.0M | 10k | 191.97 | |
| Dentsply Sirona (XRAY) | 1.3 | $2.0M | 40k | 49.60 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $1.7M | 6.1k | 273.73 | |
| Wabtec Corporation (WAB) | 1.0 | $1.4M | 20k | 73.74 | |
| Molina Healthcare (MOH) | 0.9 | $1.4M | 9.8k | 141.94 | |
| 111 Inc ads (YI) | 0.8 | $1.2M | 192k | 6.49 | |
| Rockwell Automation (ROK) | 0.6 | $877k | 5.0k | 175.40 | |
| Controladora Vuela Cia Spon Ad (VLRS) | 0.6 | $850k | 100k | 8.52 | |
| Gci Liberty Incorporated | 0.6 | $834k | 15k | 55.60 | |
| Immunomedics | 0.5 | $672k | 35k | 19.20 | |
| Versum Matls | 0.4 | $563k | 11k | 50.27 | |
| Entegris (ENTG) | 0.4 | $535k | 15k | 35.67 |
