Richmond Hill Investments, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Richmond Hill Investments, LLC reported 4 stock positions worth $258.8 million. Its top holding was Reservoir Media (RSVR) at 49.8% of the portfolio, followed by Global Indemnity Group LLC-A (GBLI, 33.3%) and Kinder Morgan (KMI, 11.6%). Compared with Q3 2024, it added to 1. The biggest buy was Acv Auctions Class A (ACVA, shares +29%).

Most Recent 13F
Q3 2025
Location
NEW YORK, NY
CIK
0001455952
Portfolio Value
$258.8M (Q4 2024)
SEC Filing
0001214659-25-002652 ↗ filed Feb 14, 2025

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 Q3 2024 Q4 2024: $258.8M $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 · $258.8M
RSVR Reservoir Media Inc. 49.79% 14,236,585 $128.8M No change
GBLI Global Indemnity Group LLC-A 33.35% 2,397,226 $86.3M No change
KMI Kinder Morgan Inc. 11.62% 1,097,040 $30.1M No change
ACVA Acv Auctions Inc. Class A 5.25% 628,606 $13.6M Add +28.8%

Portfolio Sells Q3 2024 → Q4 2024
None this quarter.

Portfolio Buys Q3 2024 → Q4 2024
ACVA Acv Auctions Inc. Class A Add +28.8% 5.25% +0.92

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