Errol M Rudman

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