Rudman Errol M as of Dec. 31, 2014
Portfolio Holdings for Rudman Errol M
Rudman Errol M holds 39 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 6.7 | $17M | 84k | 196.35 | |
| Level 3 Communications Com New | 6.6 | $16M | 330k | 49.38 | |
| Hldgs (UAL) | 6.2 | $15M | 229k | 66.89 | |
| Delta Air Lines Inc Del Com New (DAL) | 5.6 | $14M | 278k | 49.19 | |
| Bank of America Corporation (BAC) | 4.6 | $11M | 635k | 17.89 | |
| Community Health Systems (CYH) | 4.5 | $11M | 205k | 53.92 | |
| Mohawk Industries (MHK) | 4.2 | $10M | 66k | 155.37 | |
| Express Scripts Holding | 4.1 | $10M | 120k | 84.67 | |
| Cross Country Healthcare (CCRN) | 3.7 | $9.2M | 738k | 12.48 | |
| Thermo Fisher Scientific (TMO) | 3.7 | $9.0M | 72k | 125.29 | |
| Hca Holdings (HCA) | 3.3 | $8.1M | 110k | 73.39 | |
| International Business Machines (IBM) | 3.3 | $8.0M | 50k | 160.44 | |
| AMN Healthcare Services (AMN) | 3.2 | $7.9M | 405k | 19.60 | |
| CVS Caremark Corporation (CVS) | 3.1 | $7.6M | 79k | 96.31 | |
| China Biologic Products | 3.0 | $7.4M | 110k | 67.23 | |
| Blackberry (BB) | 3.0 | $7.3M | 665k | 10.98 | |
| VCA Antech | 2.7 | $6.6M | 135k | 48.77 | |
| Lazard Shs A | 2.6 | $6.5M | 130k | 50.03 | |
| Sirona Dental Systems | 2.5 | $6.0M | 69k | 87.37 | |
| Realogy Hldgs (HOUS) | 2.4 | $5.8M | 130k | 44.49 | |
| Sensata Technologies Hldg Nv SHS | 2.2 | $5.4M | 103k | 52.41 | |
| Cablevision Sys Corp Cl A Ny Cablvs | 2.2 | $5.3M | 259k | 20.64 | |
| Tenet Healthcare Corp Com New (THC) | 2.1 | $5.1M | 100k | 50.67 | |
| Rockwood Holdings | 1.8 | $4.3M | 55k | 78.80 | |
| Rush Enterprises Cl A (RUSHA) | 1.7 | $4.3M | 133k | 32.05 | |
| Martha Stewart Living Omnime Cl A | 1.4 | $3.5M | 819k | 4.31 | |
| Sotheby's | 1.3 | $3.3M | 76k | 43.19 | |
| Pernix Therapeutics Holdings | 1.1 | $2.8M | 300k | 9.39 | |
| MWI Veterinary Supply | 1.0 | $2.5M | 15k | 169.93 | |
| Ritchie Bros. Auctioneers Inco | 1.0 | $2.4M | 91k | 26.89 | |
| Belden (BDC) | 1.0 | $2.4M | 30k | 78.80 | |
| Stifel Financial (SF) | 0.9 | $2.2M | 43k | 51.02 | |
| Rouse Pptys | 0.8 | $1.9M | 103k | 18.52 | |
| Bruker Corporation (BRKR) | 0.6 | $1.4M | 73k | 19.62 | |
| China Cord Blood Corp SHS | 0.5 | $1.3M | 292k | 4.52 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $998k | 16k | 62.57 | |
| Citigroup Com New (C) | 0.4 | $967k | 18k | 54.08 | |
| Direxion Shs Etf Tr Dly Russia Bul14 | 0.3 | $827k | 50k | 16.54 | |
| American Intl Group * W Exp 01/19/202 | 0.3 | $739k | 30k | 24.63 |
