Essex Equity Capital Management

Richmond Hill Investments as of Dec. 31, 2015

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 9 positions in its portfolio as reported in the December 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Boardwalk Pipeline Partners 23.4 $49M 3.8M 12.98
Global Indemnity 19.4 $41M 1.4M 29.02
Ocwen Financial Corporation 14.6 $31M 4.4M 6.97
Post Holdings Inc Common (POST) 13.9 $29M 472k 61.70
Equity Commonwealth (EQC) 10.9 $23M 822k 27.73
Transocean (RIG) 6.3 $13M 1.1M 12.38
American Intl Group 5.7 $12M 507k 23.76
Kinder Morgan (KMI) 3.5 $7.4M 493k 14.92
American Homes 4 Rent-a reit (AMH) 2.4 $5.1M 305k 16.66