Rudman Errol M as of Sept. 30, 2014
Portfolio Holdings for Rudman Errol M
Rudman Errol M holds 37 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| tw tele | 9.8 | $20M | 471k | 41.61 | |
| TransDigm Group Incorporated (TDG) | 7.8 | $16M | 84k | 184.33 | |
| Bank of America Corporation (BAC) | 6.0 | $12M | 700k | 17.05 | |
| Hldgs (UAL) | 5.4 | $11M | 229k | 46.79 | |
| Delta Air Lines (DAL) | 5.0 | $10M | 278k | 36.15 | |
| Community Health Systems (CYH) | 4.5 | $9.0M | 165k | 54.79 | |
| Express Scripts Holding | 4.3 | $8.5M | 120k | 70.63 | |
| Hca Holdings (HCA) | 3.9 | $7.8M | 110k | 70.52 | |
| Citigroup (C) | 3.2 | $6.5M | 125k | 51.82 | |
| Thermo Fisher Scientific (TMO) | 3.2 | $6.3M | 52k | 121.69 | |
| CVS Caremark Corporation (CVS) | 3.1 | $6.3M | 79k | 79.59 | |
| Lazard Ltd-cl A shs a | 3.0 | $6.0M | 119k | 50.70 | |
| China Biologic Products | 3.0 | $5.9M | 110k | 53.96 | |
| Mohawk Industries (MHK) | 2.8 | $5.5M | 41k | 134.82 | |
| AMN Healthcare Services (AMN) | 2.8 | $5.5M | 352k | 15.70 | |
| Cross Country Healthcare (CCRN) | 2.5 | $4.9M | 530k | 9.29 | |
| Cablevision Systems Corporation | 2.3 | $4.6M | 265k | 17.51 | |
| Sensata Technologies Hldg Bv | 2.3 | $4.6M | 103k | 44.53 | |
| Rush Enterprises (RUSHA) | 2.2 | $4.5M | 133k | 33.45 | |
| Rockwood Holdings | 2.1 | $4.2M | 55k | 76.45 | |
| VCA Antech | 2.0 | $3.9M | 100k | 39.33 | |
| Sirona Dental Systems | 1.9 | $3.8M | 49k | 76.69 | |
| Blackberry (BB) | 1.8 | $3.6M | 365k | 9.94 | |
| Ritchie Bros. Auctioneers Inco | 1.7 | $3.4M | 151k | 22.39 | |
| Stifel Financial (SF) | 1.5 | $3.1M | 65k | 46.88 | |
| Tenet Healthcare Corporation (THC) | 1.5 | $3.0M | 50k | 59.40 | |
| Sotheby's | 1.4 | $2.7M | 76k | 35.72 | |
| Wesco Aircraft Holdings | 1.2 | $2.4M | 138k | 17.40 | |
| Boeing Company (BA) | 1.2 | $2.4M | 19k | 127.39 | |
| Rouse Pptys | 1.2 | $2.3M | 145k | 16.17 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $2.2M | 36k | 60.25 | |
| Martha Stewart Living Omnimedia | 1.0 | $2.1M | 571k | 3.60 | |
| Belden (BDC) | 1.0 | $1.9M | 30k | 64.02 | |
| CHINA CORD Blood Corp | 0.8 | $1.7M | 345k | 4.89 | |
| Bruker Corporation (BRKR) | 0.7 | $1.4M | 73k | 18.52 | |
| Hd Supply | 0.4 | $845k | 31k | 27.26 | |
| Pernix Therapeutics Holdings | 0.4 | $768k | 100k | 7.68 |
