Essex Equity Capital Management as of Dec. 31, 2011
Portfolio Holdings for Essex Equity Capital Management
Essex Equity Capital Management holds 13 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Indemnity | 20.2 | $37M | 1.9M | 19.83 | |
| Cit | 19.6 | $36M | 1.0M | 34.87 | |
| Validus Holdings | 10.8 | $20M | 626k | 31.50 | |
| Visteon Corporation (VC) | 10.7 | $20M | 392k | 49.94 | |
| Atwood Oceanics | 8.0 | $15M | 365k | 39.79 | |
| Willis Group Holdings | 7.8 | $14M | 365k | 38.80 | |
| Liberty Media | 6.6 | $12M | 738k | 16.22 | |
| NVR (NVR) | 6.1 | $11M | 16k | 686.01 | |
| Ens | 4.2 | $7.7M | 163k | 46.92 | |
| Market Vectors Gold Miners ETF | 3.4 | $6.1M | 119k | 51.43 | |
| Constellation Energy Partners | 2.2 | $4.0M | 2.0M | 1.96 | |
| Jaguar Mng | 0.3 | $519k | 81k | 6.38 | |
| Harris Interactive | 0.2 | $363k | 648k | 0.56 |
