Errol M Rudman

Errol M Rudman as of Sept. 30, 2011

Portfolio Holdings for Errol M Rudman

Errol M Rudman holds 33 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
TransDigm Group Incorporated (TDG) 18.6 $18M 217k 81.67
tw tele 10.1 $9.6M 584k 16.52
Amphenol Corporation (APH) 7.4 $7.0M 173k 40.77
Ritchie Bros. Auctioneers Inco 6.4 $6.1M 304k 20.19
Wesco Aircraft Holdings 4.9 $4.7M 426k 10.93
Express Scripts 4.2 $4.0M 109k 37.07
Coinstar 3.9 $3.7M 93k 40.00
CVS Caremark Corporation (CVS) 3.6 $3.5M 103k 33.59
Rock-Tenn Company 3.4 $3.2M 67k 48.67
Quanta Services (PWR) 3.2 $3.1M 165k 18.79
Sensata Technologies Hldg Bv 3.0 $2.9M 109k 26.46
Rush Enterprises (RUSHA) 3.0 $2.9M 202k 14.16
Hca Holdings (HCA) 3.0 $2.8M 141k 20.16
General Cable Corporation 2.8 $2.7M 116k 23.35
Medco Health Solutions 2.7 $2.6M 55k 46.89
Insituform Technologies 2.2 $2.1M 185k 11.58
Sirona Dental Systems 2.2 $2.1M 49k 42.41
Bruker Corporation (BRKR) 1.9 $1.8M 134k 13.53
Sotheby's 1.8 $1.7M 62k 27.56
Belden (BDC) 1.4 $1.3M 52k 25.79
Lazard Ltd-cl A shs a 1.4 $1.3M 62k 21.10
Stifel Financial (SF) 1.3 $1.2M 45k 26.57
Noble Energy 1.2 $1.2M 17k 70.77
Martha Stewart Living Omnimedia 1.2 $1.1M 355k 3.12
Timken Company (TKR) 1.1 $1.1M 32k 32.81
Harvard Bioscience (HBIO) 1.1 $1.0M 243k 4.22
KKR Financial Holdings 0.8 $779k 105k 7.43
SciQuest 0.6 $578k 39k 14.94
Broadridge Financial Solutions (BR) 0.5 $456k 23k 20.12
Direxion Daily 30-Yr Trsry Bear 3X Shrs 0.3 $309k 20k 15.45
SLM Corporation (SLM) 0.3 $267k 22k 12.45
Mohawk Industries (MHK) 0.2 $210k 4.9k 42.86
MGP Ingredients 0.2 $212k 42k 5.06