Essex Equity Capital Management

Richmond Hill Investments as of March 31, 2016

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 8 positions in its portfolio as reported in the March 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global Indemnity 26.8 $44M 1.4M 31.13
Boardwalk Pipeline Partners 25.7 $42M 2.8M 14.74
Post Holdings Inc Common (POST) 21.5 $35M 509k 68.77
American Intl Group 8.1 $13M 703k 18.70
Ocwen Financial Corporation 7.8 $13M 5.1M 2.47
Kinder Morgan (KMI) 5.4 $8.8M 493k 17.86
American Homes 4 Rent-a reit (AMH) 3.0 $4.9M 305k 15.90
Pacific Drilling Sa 1.7 $2.7M 5.5M 0.49