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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

RUDMAN ERROL M INSTITUTION : RUDMAN ERROL M
RUDMAN ERROL M Latest Top 20 Portfolio Holdings: (Filing Date: 2019-05-15) --- full portfolio
Company (links to holding history) Ticker Value On
2019-03-31
No of Shares % of portfolio
TRANSDIGM GROUP INC    (COM) TDG 36,199,000 79,736 24.44%
UNITED CONTL HLDGS INC    (COM) UAL 16,098,000 201,783 10.86%
CENTENE CORP DEL    (COM) CNC 13,509,000 254,400 9.12%
MONGODB INC    (CL A) 12,644,000 86,000 8.53%
DELTA AIR LINES INC DEL    (COM NEW) DAL 9,215,000 178,410 6.22%
HCA HEALTHCARE INC    (COM) HCA 8,210,000 62,970 5.54%
CHINA BIOLOGIC PRODS HLDGS I    (COM) 5,293,000 58,000 3.57%
JPMORGAN CHASE & CO    (COM) JPM 4,769,000 47,110 3.22%
MOHAWK INDS INC    (COM) MHK 4,314,000 34,200 2.91%
RUSH ENTERPRISES INC    (CL A) RUSHA 4,298,000 102,790 2.90%
CENTURYLINK INC    (COM) CTL 4,135,000 344,841 2.79%
CVS HEALTH CORP    (COM) CVS 3,921,000 72,704 2.64%
ADDUS HOMECARE CORP    (COM) ADUS 3,659,000 57,548 2.47%
HEALTH INS INNOVATIONS INC    (COM CL A) HIIQ 2,806,000 104,608 1.89%
CIGNA CORP NEW    (COM) 2,641,000 16,423 1.78%
FLOOR & DECOR HLDGS INC    (CL A) 2,345,000 56,895 1.58%
GOLDMAN SACHS GROUP INC    (COM) GS 1,985,000 10,340 1.34%
DENTSPLY SIRONA INC    (COM) 1,984,000 40,000 1.33%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 1,667,000 6,090 1.12%
WABTEC CORP    (COM) WAB 1,438,000 19,500 0.97%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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