March Altus Capital Management as of Dec. 31, 2014
Portfolio Holdings for March Altus Capital Management
March Altus Capital Management holds 22 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Universal American | 6.9 | $15M | 1.6M | 9.28 | |
| United Therapeutics Corporation (UTHR) | 6.8 | $15M | 115k | 129.49 | |
| Dex (DXCM) | 6.7 | $15M | 267k | 55.05 | |
| Mallinckrodt Pub SHS | 6.6 | $14M | 145k | 99.03 | |
| Universal Hlth Svcs CL B (UHS) | 6.2 | $14M | 123k | 111.26 | |
| Amgen (AMGN) | 5.9 | $13M | 81k | 159.29 | |
| Alexion Pharmaceuticals | 5.6 | $12M | 66k | 185.04 | |
| Regeneron Pharmaceuticals (REGN) | 5.6 | $12M | 30k | 410.26 | |
| Medicines Company | 5.5 | $12M | 436k | 27.67 | |
| West Pharmaceutical Services (WST) | 5.1 | $11M | 211k | 53.24 | |
| Align Technology (ALGN) | 5.0 | $11M | 196k | 55.91 | |
| Eli Lilly & Co. (LLY) | 4.9 | $11M | 155k | 68.99 | |
| WellCare Health Plans | 4.4 | $9.7M | 118k | 82.06 | |
| Humana (HUM) | 4.0 | $8.8M | 62k | 143.63 | |
| Cynosure Cl A | 4.0 | $8.7M | 316k | 27.42 | |
| Select Medical Holdings Corporation (SEM) | 3.6 | $7.8M | 544k | 14.40 | |
| Flamel Technologies Sa Sponsored Adr | 3.1 | $6.8M | 395k | 17.13 | |
| Enzymotec SHS | 2.3 | $5.1M | 682k | 7.52 | |
| AMAG Pharmaceuticals | 2.2 | $4.8M | 113k | 42.62 | |
| Zoetis Cl A (ZTS) | 2.1 | $4.6M | 106k | 43.03 | |
| Healthsouth Corp Com New | 1.9 | $4.1M | 108k | 38.46 | |
| Incyte Corporation (INCY) | 1.6 | $3.6M | 49k | 73.10 |
