Essex Equity Capital Management

Richmond Hill Investments as of Sept. 30, 2012

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 17 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global Indemnity 18.6 $42M 1.9M 21.88
Cit 14.8 $33M 848k 39.39
Oaktree Cap 12.3 $28M 676k 41.00
Visteon Corporation (VC) 10.4 $24M 528k 44.46
Pacific Drilling Sa 9.7 $22M 2.2M 9.97
Willis Group Holdings 7.5 $17M 456k 36.92
Atwood Oceanics 6.4 $15M 319k 45.45
Liberty Media 6.1 $14M 738k 18.50
American International (AIG) 4.9 $11M 336k 32.79
Allied Nevada Gold 4.1 $9.2M 236k 39.06
American Intl Group 1.7 $3.8M 280k 13.45
Market Vectors Gold Miners ETF 1.3 $2.8M 53k 53.71
Constellation Energy Partners 1.1 $2.6M 2.0M 1.27
Spdr S&p 500 Etf Tr option 0.6 $1.4M 2.4k 572.25
Harris Interactive 0.4 $945k 648k 1.46
Jaguar Mng 0.0 $98k 81k 1.21
Liberty Ventures Ser A 0.0 $98k 7.2k 13.52