Errol M Rudman as of March 31, 2012
Portfolio Holdings for Errol M Rudman
Errol M Rudman holds 40 positions in its portfolio as reported in the March 2012 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| tw tele | 9.3 | $11M | 506k | 22.16 | |
| TransDigm Group Incorporated (TDG) | 8.4 | $10M | 88k | 115.76 | |
| Citigroup (C) | 7.6 | $9.1M | 250k | 36.55 | |
| Apple (AAPL) | 4.9 | $5.9M | 9.8k | 599.59 | |
| Wesco Aircraft Holdings | 4.6 | $5.5M | 342k | 16.20 | |
| Ritchie Bros. Auctioneers Inco | 4.5 | $5.4M | 229k | 23.76 | |
| Express Scripts | 4.5 | $5.4M | 99k | 54.18 | |
| CVS Caremark Corporation (CVS) | 3.7 | $4.5M | 100k | 44.80 | |
| Medco Health Solutions | 3.6 | $4.4M | 62k | 70.30 | |
| Hldgs (UAL) | 3.6 | $4.3M | 200k | 21.50 | |
| Rock-Tenn Company | 3.5 | $4.2M | 63k | 67.56 | |
| SPDR Gold Trust (GLD) | 3.4 | $4.1M | 25k | 162.12 | |
| Bank of America Corporation (BAC) | 3.3 | $4.0M | 420k | 9.57 | |
| Sensata Technologies Hldg Bv | 2.9 | $3.5M | 103k | 33.48 | |
| Allison Transmission Hldngs I (ALSN) | 2.7 | $3.2M | 135k | 23.88 | |
| Rush Enterprises (RUSHA) | 2.4 | $2.9M | 135k | 21.22 | |
| Hca Holdings (HCA) | 2.0 | $2.4M | 98k | 24.74 | |
| Lazard Ltd-cl A shs a | 1.9 | $2.3M | 80k | 28.55 | |
| USG Corporation | 1.9 | $2.2M | 130k | 17.20 | |
| Sirona Dental Systems | 1.7 | $2.0M | 40k | 51.54 | |
| Mohawk Industries (MHK) | 1.6 | $2.0M | 30k | 66.52 | |
| Noble Energy | 1.6 | $2.0M | 20k | 97.80 | |
| Martha Stewart Living Omnimedia | 1.6 | $1.9M | 500k | 3.81 | |
| Stifel Financial (SF) | 1.4 | $1.6M | 44k | 37.84 | |
| Sotheby's | 1.3 | $1.6M | 40k | 39.34 | |
| Bruker Corporation (BRKR) | 1.2 | $1.4M | 93k | 15.31 | |
| Direxion Shs Etf Tr Daily 20+ | 1.1 | $1.4M | 17k | 81.17 | |
| Rouse Pptys | 1.1 | $1.4M | 100k | 13.54 | |
| Wausau Paper | 1.1 | $1.3M | 142k | 9.38 | |
| Belden (BDC) | 1.0 | $1.2M | 31k | 37.90 | |
| Las Vegas Sands (LVS) | 0.9 | $1.2M | 20k | 57.55 | |
| SLM Corporation (SLM) | 0.9 | $1.1M | 72k | 15.77 | |
| Nationstar Mortgage | 0.9 | $1.1M | 75k | 14.36 | |
| Broadridge Financial Solutions (BR) | 0.8 | $1.0M | 42k | 23.91 | |
| Harvard Bioscience (HBIO) | 0.8 | $929k | 237k | 3.92 | |
| KKR Financial Holdings | 0.6 | $719k | 78k | 9.21 | |
| Diamond Foods | 0.6 | $685k | 30k | 22.83 | |
| Patterson Companies (PDCO) | 0.5 | $551k | 17k | 33.39 | |
| SciQuest | 0.4 | $527k | 35k | 15.25 | |
| Aegion | 0.4 | $455k | 26k | 17.84 |
