Errol M Rudman

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