Rudman Errol M as of March 31, 2016
Portfolio Holdings for Rudman Errol M
Rudman Errol M holds 26 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 13.6 | $20M | 91k | 220.34 | |
| Level 3 Communications | 11.7 | $17M | 327k | 52.85 | |
| Hldgs (UAL) | 8.2 | $12M | 202k | 59.86 | |
| Delta Air Lines (DAL) | 7.3 | $11M | 220k | 48.68 | |
| Centene Corporation (CNC) | 5.6 | $8.3M | 135k | 61.57 | |
| Hca Holdings (HCA) | 5.6 | $8.2M | 105k | 78.05 | |
| CVS Caremark Corporation (CVS) | 5.5 | $8.1M | 79k | 103.73 | |
| Dentsply Sirona (XRAY) | 5.2 | $7.8M | 126k | 61.63 | |
| China Biologic Products | 5.0 | $7.3M | 64k | 114.48 | |
| Mohawk Industries (MHK) | 4.5 | $6.7M | 35k | 190.91 | |
| Express Scripts Holding | 3.7 | $5.5M | 80k | 68.69 | |
| Cross Country Healthcare (CCRN) | 3.3 | $4.8M | 416k | 11.63 | |
| Tenet Healthcare Corporation (THC) | 3.2 | $4.8M | 165k | 28.93 | |
| Freeport-McMoRan Copper & Gold (FCX) | 2.7 | $4.0M | 390k | 10.34 | |
| American Intl Group | 2.3 | $3.5M | 185k | 18.70 | |
| Community Health Systems (CYH) | 1.9 | $2.8M | 150k | 18.51 | |
| Realogy Hldgs (HOUS) | 1.7 | $2.5M | 69k | 36.12 | |
| Sensata Technologies Hldg Bv | 1.5 | $2.3M | 58k | 38.84 | |
| Lazard Ltd-cl A shs a | 1.3 | $1.9M | 50k | 38.81 | |
| Wesco Aircraft Holdings | 1.1 | $1.6M | 109k | 14.39 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $1.4M | 10k | 141.60 | |
| Ritchie Bros. Auctioneers Inco | 0.9 | $1.4M | 50k | 27.07 | |
| Aac Holdings | 0.9 | $1.3M | 67k | 19.79 | |
| AMN Healthcare Services (AMN) | 0.8 | $1.3M | 37k | 33.62 | |
| Stifel Financial (SF) | 0.8 | $1.2M | 39k | 29.59 | |
| Rush Enterprises (RUSHA) | 0.6 | $912k | 50k | 18.24 |
