Rudman Errol M as of June 30, 2013
Portfolio Holdings for Rudman Errol M
Rudman Errol M holds 30 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| tw tele | 10.9 | $13M | 472k | 28.14 | |
| TransDigm Group Incorporated (TDG) | 10.6 | $13M | 82k | 156.77 | |
| Wesco Aircraft Holdings | 6.8 | $8.4M | 450k | 18.57 | |
| Express Scripts Holding | 6.0 | $7.3M | 118k | 61.74 | |
| Mohawk Industries (MHK) | 4.2 | $5.1M | 45k | 112.49 | |
| Caterpillar Put Option (CAT) | 4.1 | $4.9M | 60k | 82.48 | |
| Direxion Shs Etf Tr 20yr Tres Bear | 4.0 | $4.9M | 76k | 64.71 | |
| Cablevision Sys Corp Cl A Ny Cablvs | 3.9 | $4.8M | 286k | 16.82 | |
| Delta Air Lines Inc Del Com New (DAL) | 3.8 | $4.6M | 247k | 18.71 | |
| CVS Caremark Corporation (CVS) | 3.7 | $4.5M | 79k | 57.18 | |
| Rock-tenn Cl A | 3.4 | $4.2M | 42k | 99.87 | |
| Ritchie Bros. Auctioneers Inco | 3.4 | $4.2M | 217k | 19.22 | |
| Citigroup Com New (C) | 3.3 | $4.0M | 84k | 47.97 | |
| American Intl Group Com New (AIG) | 3.3 | $4.0M | 89k | 44.70 | |
| Hca Holdings (HCA) | 3.2 | $3.9M | 107k | 36.06 | |
| Sensata Technologies Hldg Bv SHS | 2.9 | $3.6M | 103k | 34.90 | |
| Hldgs (UAL) | 2.8 | $3.4M | 109k | 31.29 | |
| Lazard Shs A | 2.8 | $3.4M | 105k | 32.15 | |
| Rush Enterprises Cl A (RUSHA) | 2.7 | $3.3M | 133k | 24.75 | |
| Sirona Dental Systems | 1.8 | $2.3M | 34k | 65.88 | |
| Ascent Cap Group Com Ser A | 1.8 | $2.2M | 28k | 78.07 | |
| Bank of America Corporation (BAC) | 1.7 | $2.1M | 161k | 12.86 | |
| Rouse Pptys | 1.6 | $2.0M | 100k | 19.62 | |
| Bruker Corporation (BRKR) | 1.5 | $1.8M | 113k | 16.15 | |
| Sotheby's | 1.4 | $1.7M | 46k | 37.91 | |
| Coty Com Cl A (COTY) | 1.4 | $1.7M | 101k | 17.18 | |
| Stifel Financial (SF) | 1.3 | $1.6M | 44k | 35.68 | |
| Belden (BDC) | 1.2 | $1.5M | 30k | 49.93 | |
| Wausau Paper | 0.3 | $383k | 34k | 11.40 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $207k | 3.9k | 52.81 |
