Essex Equity Capital Management

Richmond Hill Investments as of Sept. 30, 2013

Portfolio Holdings for Richmond Hill Investments

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global Indemnity 22.3 $36M 1.4M 25.46
American International (AIG) 17.4 $28M 572k 48.63
Pacific Drilling Sa 13.8 $22M 2.0M 11.08
Visteon Corporation (VC) 9.5 $15M 200k 75.64
SLM Corporation (SLM) 9.3 $15M 598k 24.90
Gen 8.9 $14M 894k 16.03
Oaktree Cap 7.4 $12M 225k 52.35
Cit 6.4 $10M 211k 48.77
American Intl Group 2.6 $4.1M 219k 18.95
Constellation Energy Partners 2.0 $3.2M 1.5M 2.14
Allied Nevada Gold Corp 0.5 $751k 180k 4.18
Cit Group Inc option 0.0 $26k 2.9k 8.90
Jaguar Mng 0.0 $13k 66k 0.20