Essex Equity Capital Management

Richmond Hill Investments as of Dec. 31, 2018

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 9 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global Indemnity 32.0 $51M 1.4M 36.23
Kinder Morgan (KMI) 14.8 $24M 1.5M 15.38
Post Holdings Inc Common (POST) 13.0 $21M 231k 89.13
Contura Energy 12.8 $20M 308k 65.74
Advance Auto Parts (AAP) 8.8 $14M 89k 157.46
American International (AIG) 8.2 $13M 330k 39.41
American Intl Group 5.1 $8.1M 1.5M 5.44
Liberty Latin America Ser C (LILAK) 3.8 $6.1M 418k 14.57
Liberty Latin America (LILA) 1.6 $2.5M 171k 14.48