Richmond Hill Investments, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Richmond Hill Investments, LLC reported 4 stock positions worth $215.7 million. Its top holding was Reservoir Media (RSVR) at 52.1% of the portfolio, followed by Global Indemnity Group LLC-A (GBLI, 34.5%) and Kinder Morgan (KMI, 10.1%). Compared with Q1 2024, it added to 1. The biggest buy was Acv Auctions Class A (ACVA, shares +31%).

Most Recent 13F
Q3 2025
Location
NEW YORK, NY
CIK
0001455952
Portfolio Value
$215.7M (Q2 2024)
SEC Filing
0001214659-24-014703 ↗ filed Aug 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $211.6M Q1 2024 Q2 2024: $215.7M $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 · $215.7M
RSVR Reservoir Media Inc. 52.08% 14,218,383 $112.3M No change
GBLI Global Indemnity Group LLC-A 34.55% 2,397,226 $74.5M No change
KMI Kinder Morgan Inc. 10.11% 1,097,040 $21.8M No change
ACVA Acv Auctions Inc. Class A 3.27% 386,316 $7.1M Add +31.4%

Portfolio Sells Q1 2024 → Q2 2024
None this quarter.

Portfolio Buys Q1 2024 → Q2 2024
ACVA Acv Auctions Inc. Class A Add +31.4% 3.27% +0.66

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