Essex Equity Capital Management

Richmond Hill Investments as of March 31, 2015

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 11 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 2000 Index (IWM) 42.4 $158M 1.3M 124.37
Boardwalk Pipeline Partners 12.8 $48M 3.0M 16.10
Post Holdings Inc Common (POST) 12.0 $45M 955k 46.84
Global Indemnity 10.4 $39M 1.4M 27.75
Investors Ban 6.0 $23M 1.9M 11.72
Cit 4.4 $16M 363k 45.12
Pacific Drilling Sa 3.6 $13M 3.4M 3.89
Chevron Corporation (CVX) 3.3 $12M 118k 104.98
Ocwen Financial Corporation 2.7 $10M 1.2M 8.25
American Intl Group 1.9 $7.2M 330k 21.84
Market Vectors Junior Gold Min 0.4 $1.6M 69k 22.74