March Altus Capital Management as of June 30, 2014
Portfolio Holdings for March Altus Capital Management
March Altus Capital Management holds 30 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 7.9 | $22M | 244k | 88.49 | |
| Eli Lilly & Co. (LLY) | 7.1 | $19M | 311k | 62.17 | |
| Zoetis Cl A (ZTS) | 6.5 | $18M | 553k | 32.27 | |
| Mallinckrodt Pub SHS | 6.0 | $16M | 205k | 80.02 | |
| Dex (DXCM) | 5.8 | $16M | 397k | 39.66 | |
| AmerisourceBergen (COR) | 5.1 | $14M | 192k | 72.66 | |
| Abbvie (ABBV) | 5.1 | $14M | 246k | 56.44 | |
| Hca Holdings (HCA) | 4.2 | $12M | 205k | 56.38 | |
| Medtronic | 4.1 | $11M | 176k | 63.76 | |
| Alexion Pharmaceuticals | 4.0 | $11M | 69k | 156.25 | |
| Johnson & Johnson (JNJ) | 3.9 | $11M | 103k | 104.62 | |
| Universal Hlth Svcs CL B (UHS) | 3.9 | $11M | 112k | 95.76 | |
| Accuray Incorporated (ARAY) | 3.6 | $9.7M | 1.1M | 8.80 | |
| Zeltiq Aesthetics | 3.5 | $9.5M | 628k | 15.19 | |
| Healthsouth Corp Com New | 3.1 | $8.6M | 238k | 35.87 | |
| Perrigo SHS (PRGO) | 3.0 | $8.1M | 56k | 145.77 | |
| Acorda Therapeutics | 2.9 | $8.0M | 237k | 33.71 | |
| Biogen Idec (BIIB) | 2.9 | $7.9M | 25k | 315.33 | |
| Magellan Health Com New | 2.9 | $7.9M | 127k | 62.24 | |
| InterMune | 2.8 | $7.7M | 175k | 44.15 | |
| Aegerion Pharmaceuticals | 2.3 | $6.4M | 199k | 32.09 | |
| Universal American | 2.1 | $5.7M | 686k | 8.33 | |
| Allergan | 2.0 | $5.5M | 32k | 169.22 | |
| Tandem Diabetes Care | 1.3 | $3.5M | 214k | 16.26 | |
| Orthofix International Nv Com Stk | 1.1 | $3.1M | 85k | 36.25 | |
| AMAG Pharmaceuticals | 1.1 | $3.0M | 146k | 20.72 | |
| Luminex Corporation | 0.9 | $2.5M | 144k | 17.15 | |
| Enzymotec SHS | 0.3 | $915k | 68k | 13.56 | |
| West Pharmaceutical Services (WST) | 0.2 | $533k | 13k | 42.20 | |
| Incyte Corporation (INCY) | 0.2 | $532k | 9.4k | 56.48 |
