Rudman Errol M as of Dec. 31, 2016
Portfolio Holdings for Rudman Errol M
Rudman Errol M holds 22 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 18.8 | $27M | 109k | 248.96 | |
| Level 3 Communications | 13.6 | $20M | 347k | 56.36 | |
| Hldgs (UAL) | 12.2 | $18M | 242k | 72.88 | |
| Delta Air Lines (DAL) | 7.1 | $10M | 209k | 49.19 | |
| Mohawk Industries (MHK) | 5.5 | $8.0M | 40k | 199.68 | |
| Centene Corporation (CNC) | 4.3 | $6.3M | 111k | 56.51 | |
| CVS Caremark Corporation (CVS) | 4.0 | $5.7M | 72k | 78.90 | |
| Hca Holdings (HCA) | 4.0 | $5.7M | 77k | 74.01 | |
| Goldman Sachs (GS) | 3.9 | $5.6M | 23k | 239.46 | |
| Express Scripts Holding | 3.8 | $5.4M | 79k | 68.79 | |
| Dentsply Sirona (XRAY) | 3.8 | $5.4M | 94k | 57.73 | |
| China Biologic Products | 2.8 | $4.0M | 37k | 107.51 | |
| Versum Matls | 2.7 | $4.0M | 141k | 28.07 | |
| General Electric Company | 2.7 | $3.9M | 124k | 31.60 | |
| Stifel Financial (SF) | 2.2 | $3.2M | 65k | 49.95 | |
| Lazard Ltd-cl A shs a | 2.2 | $3.2M | 78k | 41.09 | |
| Tenet Healthcare Corporation (THC) | 2.1 | $3.0M | 201k | 14.84 | |
| Sensata Technologies Hldg Bv | 1.6 | $2.3M | 58k | 38.94 | |
| Cabot Microelectronics Corporation | 1.2 | $1.7M | 27k | 63.17 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $1.3M | 9.4k | 141.06 | |
| Cross Country Healthcare (CCRN) | 0.4 | $619k | 40k | 15.62 | |
| Quorum Health | 0.2 | $335k | 46k | 7.27 |
