Essex Equity Capital Management

Richmond Hill Investments as of June 30, 2014

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 9 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global Indemnity 21.5 $36M 1.4M 25.99
American International (AIG) 18.4 $31M 572k 54.58
Boardwalk Pipeline Partners 15.4 $26M 1.4M 18.50
Post Holdings Inc Common (POST) 13.8 $23M 459k 50.91
Pacific Drilling Sa 13.2 $22M 2.2M 10.00
SLM Corporation (SLM) 6.2 $11M 1.3M 8.31
American Intl Group 5.2 $8.8M 330k 26.60
Cit 4.6 $7.8M 169k 45.76
Market Vectors Junior Gold Min 1.7 $2.9M 69k 42.26