March Altus Capital Management as of Sept. 30, 2014
Portfolio Holdings for March Altus Capital Management
March Altus Capital Management holds 24 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 8.7 | $22M | 170k | 128.65 | |
| Mallinckrodt Pub SHS | 7.0 | $18M | 196k | 90.15 | |
| Dex (DXCM) | 6.1 | $15M | 385k | 39.99 | |
| Aegerion Pharmaceuticals | 5.4 | $14M | 403k | 33.38 | |
| Universal American | 5.2 | $13M | 1.6M | 8.04 | |
| Eli Lilly & Co. (LLY) | 5.2 | $13M | 201k | 64.85 | |
| Johnson & Johnson (JNJ) | 5.2 | $13M | 122k | 106.59 | |
| Healthsouth Corp Com New | 5.2 | $13M | 353k | 36.90 | |
| Zeltiq Aesthetics | 4.8 | $12M | 538k | 22.63 | |
| Alexion Pharmaceuticals | 4.4 | $11M | 67k | 165.82 | |
| Biogen Idec (BIIB) | 4.3 | $11M | 33k | 330.81 | |
| AMAG Pharmaceuticals | 4.3 | $11M | 339k | 31.91 | |
| Zoetis Cl A (ZTS) | 4.3 | $11M | 291k | 36.95 | |
| Acorda Therapeutics | 4.1 | $10M | 304k | 33.88 | |
| Hca Holdings (HCA) | 4.1 | $10M | 145k | 70.52 | |
| Perrigo SHS (PRGO) | 4.0 | $10M | 67k | 150.20 | |
| AmerisourceBergen (COR) | 3.9 | $9.9M | 128k | 77.30 | |
| Universal Hlth Svcs CL B (UHS) | 3.9 | $9.7M | 93k | 104.50 | |
| Select Medical Holdings Corporation (SEM) | 3.3 | $8.4M | 698k | 12.03 | |
| West Pharmaceutical Services (WST) | 2.5 | $6.2M | 139k | 44.76 | |
| Enzymotec SHS | 1.8 | $4.6M | 682k | 6.68 | |
| ResMed (RMD) | 1.7 | $4.3M | 87k | 49.27 | |
| Momenta Pharmaceuticals | 0.5 | $1.2M | 104k | 11.34 | |
| Luminex Corporation | 0.1 | $195k | 10k | 19.50 |
