Rudman Errol M as of March 31, 2015
Portfolio Holdings for Rudman Errol M
Rudman Errol M holds 43 positions in its portfolio as reported in the March 2015 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 6.4 | $18M | 84k | 218.73 | |
| Level 3 Communications | 6.2 | $18M | 330k | 53.84 | |
| Hldgs (UAL) | 5.3 | $15M | 228k | 67.25 | |
| Community Health Systems (CYH) | 4.6 | $13M | 255k | 52.28 | |
| Delta Air Lines (DAL) | 4.3 | $12M | 276k | 44.96 | |
| Mohawk Industries (MHK) | 4.2 | $12M | 66k | 185.75 | |
| Bank of America Corporation (BAC) | 3.8 | $11M | 705k | 15.39 | |
| China Biologic Products | 3.6 | $11M | 110k | 95.51 | |
| Express Scripts Holding | 3.6 | $10M | 120k | 86.77 | |
| Thermo Fisher Scientific (TMO) | 3.4 | $9.7M | 72k | 134.33 | |
| AMN Healthcare Services (AMN) | 3.2 | $9.3M | 405k | 23.07 | |
| Cross Country Healthcare (CCRN) | 3.2 | $9.3M | 783k | 11.86 | |
| Sirona Dental Systems | 3.1 | $8.9M | 99k | 89.99 | |
| CVS Caremark Corporation (CVS) | 2.8 | $8.1M | 79k | 103.21 | |
| International Business Machines (IBM) | 2.8 | $8.0M | 50k | 160.50 | |
| Lazard Ltd-cl A shs a | 2.7 | $7.9M | 150k | 52.59 | |
| Hca Holdings (HCA) | 2.6 | $7.6M | 101k | 75.23 | |
| VCA Antech | 2.5 | $7.3M | 134k | 54.82 | |
| Realogy Hldgs (HOUS) | 2.5 | $7.3M | 160k | 45.48 | |
| Blackberry (BB) | 2.4 | $6.8M | 765k | 8.93 | |
| Pernix Therapeutics Holdings | 2.3 | $6.7M | 631k | 10.69 | |
| Sensata Technologies Hldg Bv | 2.0 | $5.9M | 103k | 57.45 | |
| Ritchie Bros. Auctioneers Inco | 2.0 | $5.9M | 236k | 24.94 | |
| Martha Stewart Living Omnimedia | 1.8 | $5.3M | 819k | 6.50 | |
| Tenet Healthcare Corporation (THC) | 1.7 | $5.0M | 100k | 49.51 | |
| Cablevision Systems Corporation | 1.6 | $4.7M | 259k | 18.30 | |
| Palo Alto Networks (PANW) | 1.5 | $4.4M | 30k | 146.07 | |
| Seaworld Entertainment (PRKS) | 1.4 | $4.0M | 210k | 19.28 | |
| American Express Company (AXP) | 1.4 | $3.9M | 50k | 78.12 | |
| Visteon Corporation (VC) | 1.3 | $3.9M | 40k | 96.40 | |
| Rush Enterprises (RUSHA) | 1.3 | $3.6M | 133k | 27.36 | |
| Sotheby's | 1.1 | $3.2M | 76k | 42.26 | |
| Precision Castparts | 1.1 | $3.2M | 15k | 210.00 | |
| Belden (BDC) | 1.0 | $2.8M | 30k | 93.55 | |
| American Intl Group | 0.9 | $2.7M | 126k | 21.88 | |
| La-Z-Boy Incorporated (LZB) | 0.9 | $2.5M | 90k | 28.11 | |
| Stifel Financial (SF) | 0.8 | $2.4M | 43k | 55.76 | |
| Kindred Healthcare | 0.8 | $2.4M | 100k | 23.79 | |
| Bruker Corporation (BRKR) | 0.5 | $1.3M | 73k | 18.46 | |
| CHINA CORD Blood Corp | 0.3 | $878k | 172k | 5.11 | |
| Citigroup (C) | 0.3 | $782k | 15k | 51.52 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $706k | 12k | 60.60 | |
| Monster Worldwide | 0.2 | $634k | 100k | 6.34 |
