Essex Equity Capital Management

Richmond Hill Investments as of March 31, 2014

Portfolio Holdings for Richmond Hill Investments

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global Indemnity 22.1 $37M 1.4M 26.34
Pacific Drilling Sa 18.8 $31M 2.9M 10.88
American International (AIG) 17.2 $29M 572k 50.01
Post Holdings Inc Common (POST) 10.4 $17M 313k 55.12
Boardwalk Pipeline Partners 9.4 $16M 1.2M 13.41
SLM Corporation (SLM) 6.1 $10M 415k 24.48
Gen 5.5 $9.2M 504k 18.27
Cit 5.0 $8.3M 169k 49.02
American Intl Group 4.0 $6.7M 330k 20.44
Market Vectors Junior Gold Min 1.5 $2.5M 69k 36.14