Essex Equity Capital Management

Richmond Hill Investments as of Dec. 31, 2014

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 11 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Boardwalk Pipeline Partners 18.4 $43M 2.4M 17.77
Post Holdings Inc Common (POST) 17.2 $40M 955k 41.89
Global Indemnity 17.1 $40M 1.4M 28.37
American International (AIG) 9.3 $22M 386k 56.01
Cit 9.3 $22M 450k 47.83
Investors Ban 7.7 $18M 1.6M 11.23
Pacific Drilling Sa 6.9 $16M 3.4M 4.64
Rayonier Advanced Matls (RYAM) 6.8 $16M 707k 22.30
American Intl Group 3.5 $8.1M 330k 24.62
Atwood Oceanics 3.1 $7.2M 253k 28.37
Market Vectors Junior Gold Min 0.7 $1.7M 69k 23.94