Rudman Errol M as of Sept. 30, 2016
Portfolio Holdings for Rudman Errol M
Rudman Errol M holds 26 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 19.5 | $24M | 84k | 289.12 | |
| Level 3 Communications | 13.0 | $16M | 347k | 46.38 | |
| Hldgs (UAL) | 10.3 | $13M | 242k | 52.47 | |
| Delta Air Lines (DAL) | 6.6 | $8.2M | 209k | 39.36 | |
| Mohawk Industries (MHK) | 5.7 | $7.0M | 35k | 200.34 | |
| CVS Caremark Corporation (CVS) | 5.2 | $6.4M | 72k | 88.99 | |
| SPDR Gold Trust (GLD) | 5.1 | $6.3M | 50k | 125.64 | |
| Hca Holdings (HCA) | 4.5 | $5.6M | 74k | 75.63 | |
| Express Scripts Holding | 4.5 | $5.6M | 79k | 70.53 | |
| Centene Corporation (CNC) | 3.8 | $4.7M | 70k | 66.97 | |
| China Biologic Products | 3.7 | $4.6M | 37k | 124.48 | |
| Dentsply Sirona (XRAY) | 2.8 | $3.5M | 58k | 59.44 | |
| Versum Matls | 2.8 | $3.4M | 150k | 22.70 | |
| Humana (HUM) | 2.4 | $3.0M | 17k | 176.90 | |
| Sensata Technologies Hldg Bv | 1.8 | $2.3M | 58k | 38.77 | |
| Cross Country Healthcare (CCRN) | 1.6 | $2.0M | 170k | 11.78 | |
| Expedia (EXPE) | 1.4 | $1.8M | 15k | 116.73 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $1.5M | 9.4k | 159.04 | |
| Cabot Microelectronics Corporation | 1.2 | $1.4M | 27k | 52.92 | |
| Lazard Ltd-cl A shs a | 0.8 | $1.0M | 28k | 36.37 | |
| Cardiovascular Systems | 0.6 | $712k | 30k | 23.73 | |
| Stifel Financial (SF) | 0.5 | $558k | 15k | 38.48 | |
| Quorum Health | 0.4 | $477k | 76k | 6.27 | |
| American Renal Associates Ho | 0.3 | $413k | 23k | 18.28 | |
| Tenet Healthcare Corporation (THC) | 0.2 | $267k | 12k | 22.63 | |
| AMN Healthcare Services (AMN) | 0.2 | $265k | 8.3k | 31.93 |
