Essex Equity Capital Management

Richmond Hill Investments as of June 30, 2013

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 12 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global Indemnity 20.4 $33M 1.4M 23.55
Pacific Drilling Sa 16.7 $27M 2.8M 9.78
American International (AIG) 15.8 $26M 572k 44.70
Cit 12.3 $20M 427k 46.63
Oaktree Cap 12.1 $20M 373k 52.55
Gen 9.0 $15M 894k 16.26
Visteon Corporation (VC) 8.0 $13M 205k 63.12
American Intl Group 2.5 $4.0M 219k 18.24
Constellation Energy Partners 1.9 $3.0M 1.6M 1.88
Allied Nevada Gold Corp 0.7 $1.2M 180k 6.48
Spdr S&p 500 Etf Tr option 0.6 $922k 656.00 1405.49
Jaguar Mng 0.0 $23k 66k 0.35