Rudman Errol M as of June 30, 2015
Portfolio Holdings for Rudman Errol M
Rudman Errol M holds 44 positions in its portfolio as reported in the June 2015 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 6.4 | $19M | 84k | 224.67 | |
| Level 3 Communications Com New | 5.9 | $17M | 330k | 52.67 | |
| Community Health Systems (CYH) | 5.4 | $16M | 255k | 62.97 | |
| China Biologic Products | 5.1 | $15M | 130k | 115.16 | |
| AMN Healthcare Services (AMN) | 4.3 | $13M | 405k | 31.59 | |
| Mohawk Industries (MHK) | 4.3 | $13M | 66k | 190.90 | |
| Hldgs (UAL) | 4.1 | $12M | 228k | 53.01 | |
| Bank of America Corporation (BAC) | 4.1 | $12M | 705k | 17.02 | |
| Delta Air Lines Inc Del Com New (DAL) | 3.8 | $11M | 276k | 41.08 | |
| Express Scripts Holding | 3.6 | $11M | 120k | 88.94 | |
| Cross Country Healthcare (CCRN) | 3.4 | $10M | 802k | 12.68 | |
| Sirona Dental Systems | 3.4 | $10M | 99k | 100.42 | |
| Thermo Fisher Scientific (TMO) | 3.2 | $9.3M | 72k | 129.76 | |
| Hca Holdings (HCA) | 3.1 | $9.2M | 101k | 90.72 | |
| Lazard Shs A | 2.9 | $8.4M | 150k | 56.24 | |
| VCA Antech | 2.8 | $8.4M | 154k | 54.40 | |
| CVS Caremark Corporation (CVS) | 2.8 | $8.3M | 79k | 104.87 | |
| International Business Machines (IBM) | 2.7 | $8.1M | 50k | 162.66 | |
| Realogy Hldgs (HOUS) | 2.5 | $7.5M | 160k | 46.72 | |
| Ritchie Bros. Auctioneers Inco | 2.2 | $6.6M | 236k | 27.92 | |
| Blackberry (BB) | 2.1 | $6.3M | 765k | 8.18 | |
| Cablevision Sys Corp Cl A Ny Cablvs | 2.1 | $6.2M | 259k | 23.94 | |
| Tenet Healthcare Corp Com New (THC) | 2.0 | $5.8M | 100k | 57.88 | |
| Sensata Technologies Hldg Nv SHS | 1.8 | $5.4M | 103k | 52.74 | |
| Palo Alto Networks (PANW) | 1.8 | $5.2M | 30k | 174.70 | |
| Seaworld Entertainment (PRKS) | 1.5 | $4.4M | 240k | 18.44 | |
| Visteon Corp Com New (VC) | 1.4 | $4.2M | 40k | 104.97 | |
| Precision Castparts | 1.3 | $4.0M | 20k | 199.85 | |
| American Express Company (AXP) | 1.3 | $3.9M | 50k | 77.72 | |
| Rush Enterprises Cl A (RUSHA) | 1.2 | $3.5M | 133k | 26.21 | |
| American Intl Group *w Exp 01/19/202 | 1.2 | $3.5M | 126k | 27.71 | |
| Sotheby's | 1.2 | $3.4M | 76k | 45.24 | |
| Kindred Healthcare | 0.9 | $2.6M | 130k | 20.29 | |
| Stifel Financial (SF) | 0.8 | $2.5M | 43k | 57.74 | |
| Belden (BDC) | 0.8 | $2.4M | 30k | 81.23 | |
| Patterson Companies (PDCO) | 0.5 | $1.5M | 30k | 48.67 | |
| Manpower (MAN) | 0.4 | $1.2M | 13k | 89.38 | |
| La-Z-Boy Incorporated (LZB) | 0.4 | $1.1M | 40k | 26.35 | |
| Martha Stewart Living Omnime Cl A | 0.3 | $984k | 158k | 6.24 | |
| Citigroup Com New (C) | 0.3 | $839k | 15k | 55.27 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $789k | 12k | 67.73 | |
| Bruker Corporation (BRKR) | 0.2 | $671k | 33k | 20.40 | |
| Monster Worldwide | 0.2 | $654k | 100k | 6.54 | |
| Pernix Therapeutics Holdings | 0.1 | $389k | 66k | 5.92 |
