Errol M Rudman as of Dec. 31, 2011
Portfolio Holdings for Errol M Rudman
Errol M Rudman holds 29 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| tw tele | 12.7 | $9.9M | 510k | 19.38 | |
| TransDigm Group Incorporated (TDG) | 10.9 | $8.5M | 89k | 95.68 | |
| Wesco Aircraft Holdings | 7.2 | $5.6M | 403k | 13.99 | |
| Ritchie Bros. Auctioneers Inco | 6.5 | $5.1M | 229k | 22.08 | |
| Express Scripts | 5.8 | $4.5M | 101k | 44.69 | |
| CVS Caremark Corporation (CVS) | 5.6 | $4.4M | 107k | 40.78 | |
| Rush Enterprises (RUSHA) | 5.3 | $4.1M | 198k | 20.92 | |
| Apple (AAPL) | 5.2 | $4.1M | 10k | 405.00 | |
| Medco Health Solutions | 4.7 | $3.6M | 65k | 55.91 | |
| SPDR Gold Trust (GLD) | 3.9 | $3.0M | 20k | 152.00 | |
| Rock-Tenn Company | 3.8 | $3.0M | 51k | 57.69 | |
| Sensata Technologies Hldg Bv | 3.5 | $2.7M | 103k | 26.28 | |
| Citigroup (C) | 3.4 | $2.6M | 100k | 26.31 | |
| Hca Holdings (HCA) | 2.8 | $2.2M | 98k | 22.03 | |
| Sirona Dental Systems | 2.6 | $2.0M | 46k | 44.04 | |
| Martha Stewart Living Omnimedia | 2.1 | $1.7M | 377k | 4.40 | |
| Lazard Ltd-cl A shs a | 2.0 | $1.6M | 60k | 26.10 | |
| Stifel Financial (SF) | 1.8 | $1.4M | 44k | 32.05 | |
| Bruker Corporation (BRKR) | 1.7 | $1.3M | 104k | 12.42 | |
| Sotheby's | 1.6 | $1.2M | 43k | 28.53 | |
| Belden (BDC) | 1.3 | $1.0M | 31k | 33.29 | |
| Harvard Bioscience (HBIO) | 1.2 | $917k | 237k | 3.87 | |
| KKR Financial Holdings | 1.1 | $850k | 97k | 8.73 | |
| Wausau Paper | 0.8 | $640k | 78k | 8.25 | |
| Aegion | 0.8 | $583k | 38k | 15.34 | |
| Broadridge Financial Solutions (BR) | 0.6 | $501k | 22k | 22.57 | |
| SciQuest | 0.6 | $493k | 35k | 14.27 | |
| Mohawk Industries (MHK) | 0.4 | $293k | 4.9k | 59.80 | |
| SLM Corporation (SLM) | 0.2 | $184k | 14k | 13.43 |
