March Altus Capital Management as of Dec. 31, 2013
Portfolio Holdings for March Altus Capital Management
March Altus Capital Management holds 28 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dex (DXCM) | 9.0 | $30M | 835k | 35.41 | |
| Monsanto Company | 7.0 | $23M | 199k | 116.55 | |
| Alkermes SHS (ALKS) | 5.7 | $19M | 463k | 40.66 | |
| Hca Holdings (HCA) | 5.3 | $18M | 367k | 47.71 | |
| West Pharmaceutical Services (WST) | 5.0 | $17M | 337k | 49.06 | |
| Zeltiq Aesthetics | 4.3 | $14M | 757k | 18.91 | |
| Aon Shs Cl A | 3.7 | $12M | 147k | 83.89 | |
| Integra Lifesciences Hldgs C Com New (IART) | 3.7 | $12M | 255k | 47.71 | |
| Alexion Pharmaceuticals | 3.7 | $12M | 91k | 133.06 | |
| Baxter International (BAX) | 3.7 | $12M | 174k | 69.55 | |
| Universal Hlth Svcs CL B (UHS) | 3.6 | $12M | 145k | 81.26 | |
| Allergan | 3.6 | $12M | 106k | 111.08 | |
| Humana (HUM) | 3.5 | $12M | 113k | 103.22 | |
| Eli Lilly & Co. (LLY) | 3.5 | $12M | 227k | 51.00 | |
| Mallinckrodt Pub SHS | 3.5 | $12M | 221k | 52.26 | |
| eHealth (EHTH) | 3.4 | $11M | 243k | 46.49 | |
| Perrigo Company | 3.4 | $11M | 73k | 153.46 | |
| Tandem Diabetes Care | 3.3 | $11M | 428k | 25.77 | |
| Cyberonics | 3.3 | $11M | 167k | 65.51 | |
| Healthsouth Corp Com New | 3.2 | $11M | 317k | 33.32 | |
| athenahealth | 2.7 | $8.9M | 66k | 134.49 | |
| Unilife US | 2.2 | $7.4M | 1.7M | 4.40 | |
| Accuray Incorporated (ARAY) | 1.8 | $6.0M | 687k | 8.71 | |
| Medicines Company | 1.8 | $5.9M | 153k | 38.62 | |
| Marsh & McLennan Companies (MMC) | 1.8 | $5.8M | 120k | 48.36 | |
| Thermo Fisher Scientific (TMO) | 1.7 | $5.7M | 52k | 111.36 | |
| Enzymotec SHS | 1.7 | $5.5M | 203k | 27.01 | |
| GenMark Diagnostics | 0.9 | $3.0M | 224k | 13.31 |
