Rudman Errol M as of June 30, 2014
Portfolio Holdings for Rudman Errol M
Rudman Errol M holds 43 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| tw tele | 9.7 | $19M | 471k | 40.31 | |
| TransDigm Group Incorporated (TDG) | 7.2 | $14M | 84k | 167.26 | |
| Delta Air Lines Inc Del Com New (DAL) | 5.6 | $11M | 285k | 38.72 | |
| Hldgs (UAL) | 4.8 | $9.4M | 229k | 41.07 | |
| Wesco Aircraft Holdings | 4.5 | $8.9M | 445k | 19.96 | |
| Express Scripts Holding | 4.2 | $8.3M | 120k | 69.33 | |
| Community Health Systems (CYH) | 3.8 | $7.5M | 165k | 45.37 | |
| Hca Holdings (HCA) | 3.3 | $6.6M | 116k | 56.38 | |
| Lazard Shs A | 3.3 | $6.5M | 127k | 51.56 | |
| Weatherford International Lt Reg Shs | 3.3 | $6.5M | 281k | 23.00 | |
| Thermo Fisher Scientific (TMO) | 3.1 | $6.1M | 52k | 118.00 | |
| Mohawk Industries (MHK) | 3.0 | $6.0M | 43k | 138.34 | |
| CVS Caremark Corporation (CVS) | 3.0 | $5.9M | 79k | 75.37 | |
| Citigroup Com New (C) | 3.0 | $5.9M | 125k | 47.10 | |
| China Biologic Products | 2.5 | $4.9M | 110k | 44.47 | |
| Sensata Technologies Hldg Nv SHS | 2.5 | $4.8M | 103k | 46.78 | |
| Caterpillar (CAT) | 2.4 | $4.8M | 44k | 108.66 | |
| Cablevision Sys Corp Cl A Ny Cablvs | 2.4 | $4.7M | 265k | 17.65 | |
| Rush Enterprises Cl A (RUSHA) | 2.4 | $4.6M | 133k | 34.67 | |
| Rockwood Holdings | 2.1 | $4.2M | 55k | 75.98 | |
| Sirona Dental Systems | 2.1 | $4.1M | 49k | 82.46 | |
| Ritchie Bros. Auctioneers Inco | 1.9 | $3.7M | 151k | 24.65 | |
| VCA Antech | 1.8 | $3.5M | 100k | 35.09 | |
| Boeing Company (BA) | 1.6 | $3.2M | 25k | 127.21 | |
| Sotheby's | 1.6 | $3.2M | 76k | 41.99 | |
| Stifel Financial (SF) | 1.6 | $3.1M | 65k | 47.36 | |
| Blackberry (BB) | 1.4 | $2.8M | 275k | 10.24 | |
| Martha Stewart Living Omnime Cl A | 1.4 | $2.7M | 571k | 4.70 | |
| Rouse Pptys | 1.3 | $2.5M | 145k | 17.11 | |
| Belden (BDC) | 1.2 | $2.4M | 30k | 78.17 | |
| Tenet Healthcare Corp Com New (THC) | 1.2 | $2.3M | 50k | 46.94 | |
| Adt | 1.1 | $2.1M | 60k | 34.93 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $2.1M | 36k | 57.61 | |
| Bruker Corporation (BRKR) | 0.9 | $1.8M | 73k | 24.27 | |
| AMN Healthcare Services (AMN) | 0.9 | $1.7M | 142k | 12.30 | |
| Coty Com Cl A (COTY) | 0.7 | $1.4M | 81k | 17.13 | |
| Lowe's Companies (LOW) | 0.6 | $1.2M | 25k | 48.00 | |
| Cross Country Healthcare (CCRN) | 0.5 | $959k | 147k | 6.52 | |
| Hd Supply | 0.4 | $880k | 31k | 28.39 | |
| Chc Group SHS | 0.2 | $464k | 55k | 8.44 | |
| Wausau Paper | 0.2 | $331k | 31k | 10.82 | |
| Ascent Cap Group Com Ser A | 0.1 | $244k | 3.7k | 65.95 | |
| Canadian Solar (CSIQ) | 0.1 | $219k | 7.0k | 31.29 |
