Essex Equity Capital Management

Richmond Hill Investments as of March 31, 2012

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 15 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global Indemnity 18.8 $36M 1.9M 19.49
Cit 16.7 $32M 780k 41.24
Visteon Corporation (VC) 10.8 $21M 392k 53.00
Validus Holdings 10.1 $19M 626k 30.95
Atwood Oceanics 8.5 $16M 365k 44.89
Willis Group Holdings 8.3 $16M 456k 34.98
Liberty Media 7.3 $14M 738k 19.09
NVR (NVR) 4.8 $9.3M 13k 726.34
Pacific Drilling Sa 4.4 $8.4M 829k 10.12
Allied Nevada Gold 4.0 $7.7M 236k 32.53
Constellation Energy Partners 2.7 $5.2M 2.0M 2.59
American Intl Group 1.6 $3.0M 280k 10.63
Market Vectors Gold Miners ETF 1.4 $2.6M 53k 49.58
Harris Interactive 0.5 $861k 648k 1.33
Jaguar Mng 0.2 $380k 81k 4.67