Essex Equity Capital Management

Richmond Hill Investments as of Dec. 31, 2013

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 10 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global Indemnity 21.8 $35M 1.4M 25.30
American International (AIG) 17.9 $29M 572k 51.05
Pacific Drilling Sa 16.6 $27M 2.4M 11.46
Gen 11.3 $18M 1.0M 18.02
Post Holdings Inc Common (POST) 9.5 $15M 313k 49.27
SLM Corporation (SLM) 6.6 $11M 410k 26.28
Visteon Corporation (VC) 5.5 $8.9M 109k 81.89
Cit 5.4 $8.8M 169k 52.13
American Intl Group 4.1 $6.7M 330k 20.25
Market Vectors Junior Gold Min 1.3 $2.2M 69k 31.05