Essex Equity Capital Management

Richmond Hill Investments as of Dec. 31, 2012

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 14 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global Indemnity 18.2 $43M 1.9M 22.13
Cit 14.1 $33M 848k 38.64
Oaktree Cap 13.2 $31M 676k 45.49
American International (AIG) 11.3 $26M 747k 35.30
Visteon Corporation (VC) 11.2 $26M 487k 53.82
Pacific Drilling Sa 8.9 $21M 2.2M 9.44
Willis Group Holdings 6.6 $15M 456k 33.53
Liberty Media 6.2 $15M 738k 19.68
Atwood Oceanics 4.1 $9.6M 210k 45.79
Allied Nevada Gold 3.0 $7.1M 236k 30.13
American Intl Group 1.7 $3.9M 280k 13.80
Constellation Energy Partners 1.0 $2.4M 2.0M 1.19
Harris Interactive 0.3 $766k 639k 1.20
Jaguar Mng 0.0 $51k 81k 0.63