Rudman Errol M as of Dec. 31, 2013
Portfolio Holdings for Rudman Errol M
Rudman Errol M holds 38 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| tw tele | 8.6 | $14M | 471k | 30.47 | |
| TransDigm Group Incorporated (TDG) | 7.7 | $13M | 80k | 161.02 | |
| Wesco Aircraft Holdings | 5.5 | $9.1M | 417k | 21.92 | |
| Express Scripts Holding | 5.1 | $8.5M | 121k | 70.24 | |
| Hldgs (UAL) | 4.7 | $7.9M | 209k | 37.83 | |
| Delta Air Lines (DAL) | 4.4 | $7.3M | 267k | 27.47 | |
| Tesla Motors (TSLA) | 4.1 | $6.9M | 46k | 150.50 | |
| Mohawk Industries (MHK) | 3.9 | $6.6M | 44k | 148.90 | |
| Caterpillar (CAT) | 3.7 | $6.2M | 68k | 90.81 | |
| CVS Caremark Corporation (CVS) | 3.4 | $5.6M | 79k | 71.57 | |
| Hca Holdings (HCA) | 3.3 | $5.5M | 116k | 47.71 | |
| Boeing Company (BA) | 3.3 | $5.5M | 40k | 136.48 | |
| Citigroup (C) | 3.2 | $5.4M | 104k | 52.11 | |
| Cablevision Systems Corporation | 2.9 | $4.9M | 272k | 17.93 | |
| Lazard Ltd-cl A shs a | 2.9 | $4.8M | 107k | 45.32 | |
| Weatherford International Lt reg | 2.8 | $4.8M | 307k | 15.49 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $4.3M | 73k | 58.47 | |
| Sunpower (SPWRQ) | 2.5 | $4.2M | 140k | 29.80 | |
| Sensata Technologies Hldg Bv | 2.4 | $4.0M | 103k | 38.77 | |
| Rush Enterprises (RUSHA) | 2.4 | $4.0M | 133k | 29.65 | |
| Coty Inc Cl A (COTY) | 2.2 | $3.8M | 246k | 15.25 | |
| Ascent Media Corporation | 2.1 | $3.5M | 40k | 85.57 | |
| Stifel Financial (SF) | 1.9 | $3.1M | 65k | 47.92 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $2.4M | 22k | 111.36 | |
| Sotheby's | 1.5 | $2.4M | 46k | 53.21 | |
| Sirona Dental Systems | 1.4 | $2.4M | 34k | 70.20 | |
| Rouse Pptys | 1.3 | $2.2M | 100k | 22.19 | |
| Belden (BDC) | 1.3 | $2.1M | 30k | 70.47 | |
| Tenet Healthcare Corporation (THC) | 1.3 | $2.1M | 50k | 42.12 | |
| Canadian Solar (CSIQ) | 1.2 | $2.1M | 70k | 29.81 | |
| Direxion Shs Etf Tr Daily 20+ | 1.2 | $2.0M | 27k | 72.76 | |
| Martha Stewart Living Omnimedia | 1.1 | $1.8M | 434k | 4.20 | |
| Bruker Corporation (BRKR) | 0.9 | $1.4M | 73k | 19.77 | |
| Sunedison | 0.6 | $914k | 70k | 13.06 | |
| Solarcity | 0.5 | $852k | 15k | 56.80 | |
| Xoom | 0.4 | $671k | 25k | 27.39 | |
| Towers Watson & Co | 0.3 | $510k | 4.0k | 127.50 | |
| Wausau Paper | 0.2 | $388k | 31k | 12.68 |
