Richmond Hill Investments, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Richmond Hill Investments, LLC reported 4 stock positions worth $229.3 million. Its top holding was Reservoir Media (RSVR) at 50.4% of the portfolio, followed by Global Indemnity Group LLC-A (GBLI, 34.7%) and Kinder Morgan (KMI, 10.6%). Compared with Q2 2024, it added to 2. The biggest buy was Acv Auctions Class A (ACVA, shares +26%).

Most Recent 13F
Q3 2025
Location
NEW YORK, NY
CIK
0001455952
Portfolio Value
$229.3M (Q3 2024)
SEC Filing
0001214659-24-018937 ↗ filed Nov 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $211.6M Q1 2024 Q2 2024: $215.7M Q2 2024 Q3 2024: $229.3M $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 · $229.3M
RSVR Reservoir Media Inc. 50.36% 14,236,585 $115.5M Add +0.1%
GBLI Global Indemnity Group LLC-A 34.74% 2,397,226 $79.7M No change
KMI Kinder Morgan Inc. 10.57% 1,097,040 $24.2M No change
ACVA Acv Auctions Inc. Class A 4.33% 488,208 $9.9M Add +26.4%

Portfolio Sells Q2 2024 → Q3 2024
None this quarter.

Portfolio Buys Q2 2024 → Q3 2024
ACVA Acv Auctions Inc. Class A Add +26.4% 4.33% +1.06
RSVR Reservoir Media Inc. Add +0.1% 50.36% −1.72

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