Rudman Errol M as of March 31, 2017
Portfolio Holdings for Rudman Errol M
Rudman Errol M holds 30 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Level 3 Communications | 12.1 | $19M | 328k | 57.22 | |
| Hldgs (UAL) | 11.0 | $17M | 241k | 70.64 | |
| TransDigm Group Incorporated (TDG) | 8.4 | $13M | 60k | 220.16 | |
| Delta Air Lines (DAL) | 6.2 | $9.6M | 209k | 45.96 | |
| Mohawk Industries (MHK) | 5.9 | $9.2M | 40k | 229.50 | |
| Centene Corporation (CNC) | 5.3 | $8.2M | 115k | 71.26 | |
| Hca Holdings (HCA) | 5.0 | $7.8M | 87k | 88.99 | |
| Dentsply Sirona (XRAY) | 4.1 | $6.4M | 103k | 62.44 | |
| CVS Caremark Corporation (CVS) | 3.7 | $5.7M | 72k | 78.50 | |
| Expedia (EXPE) | 3.7 | $5.7M | 45k | 126.18 | |
| Goldman Sachs (GS) | 3.6 | $5.6M | 24k | 229.70 | |
| Express Scripts Holding | 3.4 | $5.2M | 79k | 65.91 | |
| Versum Matls | 3.2 | $5.0M | 162k | 30.60 | |
| Amazon (AMZN) | 2.9 | $4.4M | 5.0k | 886.60 | |
| Zayo Group Hldgs | 2.6 | $4.1M | 125k | 32.90 | |
| SPDR S&P Oil & Gas Explore & Prod. | 2.4 | $3.7M | 100k | 37.44 | |
| China Biologic Products | 2.2 | $3.4M | 34k | 100.14 | |
| Lazard Ltd-cl A shs a | 2.2 | $3.4M | 73k | 45.99 | |
| Stifel Financial (SF) | 2.1 | $3.2M | 65k | 50.19 | |
| Sensata Technologies Hldg Bv | 1.6 | $2.5M | 58k | 43.67 | |
| SPDR Gold Trust (GLD) | 1.5 | $2.4M | 20k | 118.74 | |
| Cabot Microelectronics Corporation | 1.3 | $2.1M | 27k | 76.63 | |
| Entegris (ENTG) | 1.2 | $1.8M | 77k | 23.41 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $1.4M | 9.4k | 153.62 | |
| McKesson Corporation (MCK) | 0.8 | $1.2M | 8.0k | 148.25 | |
| ProShares Ultra Gold (UGL) | 0.7 | $1.2M | 30k | 38.47 | |
| American Airls (AAL) | 0.7 | $1.0M | 24k | 42.28 | |
| Tenet Healthcare Corporation (THC) | 0.6 | $886k | 50k | 17.72 | |
| General Electric Company | 0.5 | $717k | 24k | 29.81 | |
| Cross Country Healthcare (CCRN) | 0.4 | $569k | 40k | 14.35 |
