Essex Equity Capital Management

Richmond Hill Investments as of Sept. 30, 2014

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 10 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global Indemnity 18.5 $35M 1.4M 25.23
Post Holdings Inc Common (POST) 16.6 $32M 955k 33.18
Rayonier Advanced Matls (RYAM) 12.6 $24M 726k 32.91
Boardwalk Pipeline Partners 11.7 $22M 1.2M 18.70
American International (AIG) 10.9 $21M 386k 54.02
Cit 10.9 $21M 450k 45.96
Pacific Drilling Sa 9.7 $19M 2.2M 8.27
American Intl Group 4.1 $7.9M 330k 23.90
SLM Corporation (SLM) 3.7 $7.1M 826k 8.56
Market Vectors Junior Gold Min 1.2 $2.3M 69k 33.63