Rudman Errol M as of March 31, 2014
Portfolio Holdings for Rudman Errol M
Rudman Errol M holds 34 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 8.6 | $15M | 80k | 185.20 | |
| tw tele | 8.6 | $15M | 471k | 31.26 | |
| Hldgs (UAL) | 5.4 | $9.3M | 209k | 44.63 | |
| Delta Air Lines (DAL) | 5.3 | $9.2M | 265k | 34.65 | |
| Express Scripts Holding | 5.2 | $9.0M | 120k | 75.09 | |
| Wesco Aircraft Holdings | 5.2 | $8.9M | 406k | 22.01 | |
| Citigroup (C) | 5.0 | $8.7M | 182k | 47.60 | |
| Thermo Fisher Scientific (TMO) | 3.6 | $6.3M | 52k | 120.23 | |
| Hca Holdings (HCA) | 3.5 | $6.1M | 116k | 52.50 | |
| Mohawk Industries (MHK) | 3.5 | $6.0M | 44k | 135.98 | |
| CVS Caremark Corporation (CVS) | 3.4 | $5.9M | 79k | 74.86 | |
| Community Health Systems (CYH) | 3.4 | $5.9M | 150k | 39.17 | |
| Lazard Ltd-cl A shs a | 2.9 | $5.0M | 107k | 47.09 | |
| Boeing Company (BA) | 2.9 | $5.0M | 40k | 125.49 | |
| Weatherford International Lt reg | 2.8 | $4.9M | 281k | 17.36 | |
| Cablevision Systems Corporation | 2.7 | $4.6M | 272k | 16.87 | |
| JPMorgan Chase & Co. (JPM) | 2.6 | $4.4M | 73k | 60.71 | |
| Sensata Technologies Hldg Bv | 2.5 | $4.4M | 103k | 42.64 | |
| Rush Enterprises (RUSHA) | 2.5 | $4.3M | 133k | 32.48 | |
| Rockwood Holdings | 2.4 | $4.1M | 55k | 74.40 | |
| Ritchie Bros. Auctioneers Inco | 2.1 | $3.6M | 151k | 24.13 | |
| Sotheby's | 1.9 | $3.3M | 76k | 43.55 | |
| Stifel Financial (SF) | 1.9 | $3.3M | 65k | 49.76 | |
| Sirona Dental Systems | 1.5 | $2.6M | 34k | 74.68 | |
| Rouse Pptys | 1.4 | $2.5M | 145k | 17.24 | |
| Martha Stewart Living Omnimedia | 1.3 | $2.2M | 484k | 4.53 | |
| Ascent Media Corporation | 1.2 | $2.1M | 28k | 75.56 | |
| Tenet Healthcare Corporation (THC) | 1.2 | $2.1M | 50k | 42.82 | |
| Belden (BDC) | 1.2 | $2.1M | 30k | 69.60 | |
| Canadian Solar (CSIQ) | 1.1 | $2.0M | 62k | 32.03 | |
| Bruker Corporation (BRKR) | 1.0 | $1.7M | 73k | 22.78 | |
| Blackberry (BB) | 0.9 | $1.6M | 200k | 8.08 | |
| Coty Inc Cl A (COTY) | 0.7 | $1.2M | 81k | 14.98 | |
| Wausau Paper | 0.2 | $390k | 31k | 12.75 |
