Rudman Errol M as of Dec. 31, 2015
Portfolio Holdings for Rudman Errol M
Rudman Errol M holds 35 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 7.1 | $19M | 82k | 228.45 | |
| Level 3 Communications | 6.8 | $18M | 327k | 54.36 | |
| China Biologic Products | 5.9 | $16M | 109k | 142.46 | |
| Delta Air Lines (DAL) | 5.1 | $13M | 265k | 50.69 | |
| Hldgs (UAL) | 4.8 | $13M | 219k | 57.30 | |
| Centene Corporation (CNC) | 4.7 | $12M | 189k | 65.81 | |
| Mohawk Industries (MHK) | 4.7 | $12M | 65k | 189.39 | |
| Sirona Dental Systems | 4.5 | $12M | 109k | 109.57 | |
| Bank of America Corporation (BAC) | 4.4 | $12M | 694k | 16.83 | |
| VCA Antech | 4.0 | $11M | 193k | 55.00 | |
| Express Scripts Holding | 4.0 | $11M | 120k | 87.41 | |
| Cross Country Healthcare (CCRN) | 4.0 | $11M | 639k | 16.39 | |
| Hca Holdings (HCA) | 3.3 | $8.8M | 130k | 67.63 | |
| CVS Caremark Corporation (CVS) | 2.9 | $7.7M | 79k | 97.76 | |
| Tenet Healthcare Corporation (THC) | 2.8 | $7.5M | 248k | 30.30 | |
| Palo Alto Networks (PANW) | 2.8 | $7.4M | 42k | 176.14 | |
| Patterson Companies (PDCO) | 2.7 | $7.2M | 159k | 45.21 | |
| Thermo Fisher Scientific (TMO) | 2.6 | $6.8M | 48k | 141.85 | |
| Community Health Systems (CYH) | 2.4 | $6.3M | 238k | 26.53 | |
| AMN Healthcare Services (AMN) | 2.4 | $6.3M | 202k | 31.05 | |
| Realogy Hldgs | 2.0 | $5.3M | 144k | 36.67 | |
| Lazard Ltd-cl A shs a | 1.9 | $4.9M | 110k | 45.01 | |
| Sensata Technologies Hldg Bv | 1.8 | $4.8M | 103k | 46.06 | |
| American Intl Group | 1.8 | $4.7M | 196k | 23.76 | |
| Visteon Corporation (VC) | 1.7 | $4.6M | 40k | 114.50 | |
| Ritchie Bros. Auctioneers Inco | 1.7 | $4.5M | 186k | 24.11 | |
| CIGNA Corporation | 1.7 | $4.4M | 30k | 146.33 | |
| Humana (HUM) | 1.4 | $3.6M | 20k | 178.50 | |
| Rush Enterprises (RUSHA) | 1.1 | $2.9M | 133k | 21.89 | |
| Kindred Healthcare | 0.8 | $2.1M | 180k | 11.91 | |
| Stifel Financial (SF) | 0.7 | $1.8M | 43k | 42.35 | |
| Barclays (BCS) | 0.7 | $1.7M | 132k | 12.96 | |
| Aetna | 0.4 | $1.1M | 10k | 108.10 | |
| Citigroup (C) | 0.3 | $760k | 15k | 51.77 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $687k | 10k | 66.06 |
