Errol M Rudman

Errol M Rudman as of June 30, 2011

Portfolio Holdings for Errol M Rudman

Errol M Rudman holds 32 positions in its portfolio as reported in the June 2011 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
TransDigm Group Incorporated (TDG) 14.1 $19M 211k 91.19
tw tele 8.2 $11M 542k 20.53
Amphenol Corporation (APH) 7.4 $10M 186k 53.99
Ritchie Bros. Auctioneers Inco 6.6 $9.0M 326k 27.49
Citigroup (C) 6.4 $8.7M 210k 41.64
Direxion Daily 30-Yr Trsry Bear 3X Shrs 4.7 $6.3M 165k 38.41
Noble Energy 4.6 $6.3M 71k 89.63
Express Scripts 4.3 $5.9M 109k 53.98
Sensata Technologies Hldg Bv 3.3 $4.5M 121k 37.65
Medco Health Solutions 3.2 $4.3M 76k 56.52
KKR Financial Holdings 2.9 $4.0M 405k 9.81
Sotheby's 2.9 $3.9M 91k 43.50
CVS Caremark Corporation (CVS) 2.9 $3.9M 103k 37.58
Rush Enterprises (RUSHA) 2.8 $3.8M 202k 19.03
Valassis Communications 2.8 $3.8M 127k 30.30
Hca Holdings (HCA) 2.7 $3.7M 112k 33.00
Rock-Tenn Company 2.4 $3.3M 50k 66.34
SLM Corporation (SLM) 2.3 $3.2M 188k 16.81
Bruker Corporation (BRKR) 2.0 $2.7M 134k 20.36
Weatherford International Lt reg 1.9 $2.6M 139k 18.75
Belden (BDC) 1.9 $2.5M 72k 34.86
Lazard Ltd-cl A shs a 1.7 $2.3M 62k 37.11
Stifel Financial (SF) 1.6 $2.2M 62k 35.87
Sirona Dental Systems 1.6 $2.1M 40k 53.10
Martha Stewart Living Omnimedia 0.9 $1.3M 294k 4.34
Broadridge Financial Solutions (BR) 0.9 $1.3M 53k 24.08
Timken Company (TKR) 0.8 $1.1M 22k 50.40
Harvard Bioscience (HBIO) 0.8 $1.1M 213k 5.33
SciQuest 0.7 $918k 54k 17.09
Quanta Services (PWR) 0.3 $404k 20k 20.20
MGP Ingredients 0.3 $375k 43k 8.70
Mohawk Industries (MHK) 0.2 $294k 4.9k 60.00