Richmond Hill Investments, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Richmond Hill Investments, LLC reported 4 stock positions worth $211.6 million. Its top holding was Reservoir Media (RSVR) at 53.3% of the portfolio, followed by Global Indemnity Group LLC-A (GBLI, 34.6%) and Kinder Morgan (KMI, 9.5%). Its holdings were unchanged from Q4 2023.

Most Recent 13F
Q3 2025
Location
NEW YORK, NY
CIK
0001455952
Portfolio Value
$211.6M (Q1 2024)
SEC Filing
0001214659-24-009119 ↗ filed May 15, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $211.6M $211.6M Q1 2024 Q2 2024: $215.7M Q2 2024 Q3 2024: $229.3M Q3 2024 Q4 2024: $258.8M Q4 2024 Q1 2025: $200.1M Q1 2025 Q2 2025: $194.6M Q2 2025 Q3 2025: $191.9M Q3 2025

Holdings 4 stocks · $211.6M
RSVR Reservoir Media Inc. 53.29% 14,218,383 $112.8M No change
GBLI Global Indemnity Group LLC-A 34.59% 2,397,226 $73.2M No change
KMI Kinder Morgan Inc. 9.51% 1,097,040 $20.1M No change
ACVA Acv Auctions Inc. Class A 2.61% 294,083 $5.5M No change

Portfolio Sells Q4 2023 → Q1 2024
None this quarter.

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 3$191.9MRSVR, GBLI, ACVA
Q2 2025 3$194.6MRSVR, GBLI, ACVA
Q1 2025 3$200.1MRSVR, GBLI, ACVA
Q4 2024 4$258.8MRSVR, GBLI, KMI, ACVA
Q3 2024 4$229.3MRSVR, GBLI, KMI, ACVA
Q2 2024 4$215.7MRSVR, GBLI, KMI, ACVA
Q1 2024 4$211.6MRSVR, GBLI, KMI, ACVA