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EMR
Errol M. Rudman Portfolio holdings
AUM
$148M
1-Year Est. Return
19.65%
This Fund
S&P 500
This Quarter
Est. Return
+5.92%
1 Year Est. Return
+19.65%
3 Year Est. Return
+60.53%
5 Year Est. Return
+120.34%
10 Year Est. Return
–
AUM
$122M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
93.41%
Top 10 Holdings %
Top 10 Hldgs %
57.94%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TWTC
TW TELECOM INC CL A COM
TWTC
|
+$13M |
| 2 |
TransDigm Group
TDG
|
+$12.4M |
| 3 |
WAIR
WESCO Aircraft Holdings Inc.
WAIR
|
+$7.44M |
| 4 |
ESRX
Express Scripts Holding Company
ESRX
|
+$7.13M |
| 5 |
Mohawk Industries
MHK
|
+$5.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 30.62% |
| 2 | Miscellaneous | 20.8% |
| 3 | Healthcare | 14.34% |
| 4 | Financials | 12.46% |
| 5 | Consumer Discretionary | 10.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
TWTC
1
DELISTED
TW TELECOM INC CL A COM
TWTC
| $13.3M | 10.87% |
+471,741
| New | +$13M |
|
|
2
TransDigm Group
TDG
$65.6B
| $12.9M | 10.57% |
+82,331
| New | +$12.4M |
|
|
WAIR
3
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
| $8.36M | 6.85% |
+450,244
| New | +$7.44M |
|
|
ESRX
4
DELISTED
Express Scripts Holding Company
ESRX
| $7.31M | 5.98% |
+118,376
| New | +$7.13M |
|
|
5
Mohawk Industries
MHK
$8.79B
| $5.09M | 4.17% |
+45,250
| New | +$5.1M |
|
6
PUT
Caterpillar
CAT
$376B
| $4.95M | 4.05% |
+60,000
| New | +$5.1M |
|
7
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$196M
| $4.93M | 4.04% |
+30,460
| New | +$4.25M |
|
|
CVC
8
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
| $4.81M | 3.94% |
+285,860
| New | +$4.27M |
|
9
Delta Air Lines
DAL
$53.4B
| $4.63M | 3.79% |
+247,210
| New | +$4.29M |
|
10
CVS Health
CVS
$119B
| $4.51M | 3.69% |
+78,904
| New | +$4.57M |
|
|
RKT
11
DELISTED
ROCK-TENN COMPANY CL-A
RKT
| $4.21M | 3.45% |
+84,330
| New | +$4.12M |
|
12
RB Global
RBA
$15.9B
| $4.16M | 3.41% |
+216,450
| New | +$4.38M |
|
13
Citigroup
C
$223B
| $4.04M | 3.31% |
+84,180
| New | +$4.05M |
|
14
American International
AIG
$40.1B
| $3.98M | 3.26% |
+89,000
| New | +$3.82M |
|
15
HCA Healthcare
HCA
$90.8B
| $3.87M | 3.17% |
+107,350
| New | +$4.15M |
|
16
Sensata Technologies
ST
$6.18B
| $3.6M | 2.95% |
+103,160
| New | +$3.53M |
|
17
United Airlines
UAL
$36.5B
| $3.42M | 2.8% |
+109,200
| New | +$3.47M |
|
18
Lazard
LAZ
$4.21B
| $3.37M | 2.76% |
+104,876
| New | +$3.51M |
|
19
Rush Enterprises Class A
RUSHA
$8.3B
| $3.3M | 2.7% |
+299,909
| New | +$3.3M |
|
|
SIRO
20
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
| $2.25M | 1.84% |
+34,200
| New | +$2.41M |
|
|
ASCMA
21
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
| $2.19M | 1.79% |
+28,000
| New | +$1.99M |
|
22
Bank of America
BAC
$428B
| $2.07M | 1.7% |
+161,085
| New | +$2.05M |
|
|
RSE
23
DELISTED
ROUSE PPTYS INC COM (DE)
RSE
| $1.95M | 1.6% |
+99,600
| New | +$1.94M |
|
24
Bruker
BRKR
$9.03B
| $1.82M | 1.49% |
+112,900
| New | +$1.95M |
|
|
BID
25
DELISTED
Sotheby's
BID
| $1.74M | 1.43% |
+45,950
| New | +$1.67M |
|
Similar funds
HAM
TAM
RMPT
QAM
CWM
RCA
CI
LS
Errol M. Rudman's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Errol M. Rudman, which disclosed 30 positions worth $122M. Its ten largest holdings account for 58% of the portfolio.
Its largest position is TW TELECOM INC CL A COM: 471,741 shares worth $13.3M.
By sector, the portfolio is most concentrated in Industrials at 31% of assets, followed by Miscellaneous and Healthcare.
- Errol M. Rudman's largest Q2 2013 buy was TW TELECOM INC CL A COM: 471,741 shares worth $13.3M.
- Errol M. Rudman's ten largest holdings make up 58% of its $122M portfolio in Q2 2013.
- Errol M. Rudman disclosed 30 positions in Q2 2013, its first 13F filing on record.
Based on Errol M. Rudman's 13F filing for Q2 2013, filed 14 Aug 2013.