Essex Equity Capital Management

Richmond Hill Investments as of June 30, 2015

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 11 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 2000 Index (IWM) 48.4 $243M 1.9M 124.86
Boardwalk Pipeline Partners 12.9 $65M 4.5M 14.52
Ocwen Financial Corporation 9.8 $49M 4.8M 10.20
Post Holdings Inc Common (POST) 9.2 $46M 857k 53.93
Global Indemnity 7.8 $39M 1.4M 28.08
Transocean (RIG) 3.4 $17M 1.1M 16.12
Cit 3.4 $17M 363k 46.49
Pacific Drilling Sa 1.9 $9.6M 3.4M 2.80
American Intl Group 1.8 $9.1M 330k 27.71
American Homes 4 Rent-a reit (AMH) 1.0 $4.9M 305k 16.04
Market Vectors Junior Gold Min 0.3 $1.7M 69k 24.15