Essex Equity Capital Management as of Sept. 30, 2011
Portfolio Holdings for Essex Equity Capital Management
Essex Equity Capital Management holds 13 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Indemnity | 18.6 | $31M | 1.8M | 17.08 | |
| Cit | 16.6 | $28M | 907k | 30.37 | |
| NVR (NVR) | 12.6 | $21M | 35k | 603.98 | |
| Validus Holdings | 9.4 | $16M | 626k | 24.92 | |
| Ens | 7.4 | $12M | 305k | 40.43 | |
| Liberty Media | 6.5 | $11M | 738k | 14.77 | |
| Visteon Corporation (VC) | 6.4 | $11M | 247k | 43.00 | |
| Willis Group Holdings | 5.5 | $9.2M | 267k | 34.37 | |
| Lamar Advertising Company | 5.1 | $8.5M | 498k | 17.03 | |
| Atwood Oceanics | 5.0 | $8.3M | 242k | 34.36 | |
| EXCO Resources | 3.8 | $6.3M | 589k | 10.72 | |
| Constellation Energy Partners | 3.0 | $5.0M | 1.8M | 2.78 | |
| Harris Interactive | 0.2 | $317k | 648k | 0.49 |
