Essex Equity Capital Management

Richmond Hill Investments as of March 31, 2013

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 14 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global Indemnity 18.6 $33M 1.4M 23.20
Oaktree Cap 12.9 $23M 443k 51.02
American International (AIG) 12.7 $22M 572k 38.82
Cit 11.7 $20M 469k 43.48
Pacific Drilling Sa 11.5 $20M 2.0M 10.10
Willis Group Holdings 7.9 $14M 351k 39.49
Gen 6.8 $12M 894k 13.30
Visteon Corporation (VC) 6.8 $12M 205k 57.70
Pacific Drilling Sa 4.7 $8.2M 401k 20.48
American Intl Group 1.9 $3.3M 219k 15.20
Allied Nevada Gold 1.7 $3.0M 180k 16.46
Constellation Energy Partners 1.6 $2.7M 1.6M 1.72
Spdr S&p 500 Etf Tr option 1.1 $1.9M 656.00 2969.51
Jaguar Mng 0.0 $39k 66k 0.59