Essex Equity Capital Management

Richmond Hill Investments as of Sept. 30, 2015

Portfolio Holdings for Richmond Hill Investments

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Boardwalk Pipeline Partners 23.2 $52M 4.5M 11.77
Ocwen Financial Corporation 21.4 $48M 7.2M 6.71
Global Indemnity 16.2 $37M 1.4M 26.17
Post Holdings Inc Common (POST) 12.4 $28M 472k 59.10
Equity Commonwealth (EQC) 9.9 $22M 822k 27.24
Transocean (RIG) 6.1 $14M 1.1M 12.92
American Intl Group 3.3 $7.5M 330k 22.70
Cit 3.1 $7.0M 176k 40.03
American Homes 4 Rent-a reit (AMH) 2.2 $4.9M 305k 16.08
Pacific Drilling Sa 1.4 $3.2M 2.6M 1.25
Market Vectors Junior Gold Min 0.6 $1.4M 69k 19.60