Richmond Hill Investments, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Richmond Hill Investments, LLC reported 3 stock positions worth $200.1 million. Its top holding was Reservoir Media (RSVR) at 54.3% of the portfolio, followed by Global Indemnity Group LLC-A (GBLI, 41.3%) and Acv Auctions Class A (ACVA, 4.4%). Compared with Q4 2024, it sold out of 1. The biggest sale was an exit from Kinder Morgan (KMI).

Most Recent 13F
Q3 2025
Location
NEW YORK, NY
CIK
0001455952
Portfolio Value
$200.1M (Q1 2025)
SEC Filing
0001214659-25-007598 ↗ filed May 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 Q4 2024 Q1 2025: $200.1M $200.1M Q1 2025 Q2 2025: $194.6M Q2 2025 Q3 2025: $191.9M Q3 2025

Holdings 3 stocks · $200.1M
RSVR Reservoir Media Inc. 54.29% 14,236,585 $108.6M No change
GBLI Global Indemnity Group LLC-A 41.28% 2,397,226 $82.6M No change
ACVA Acv Auctions Inc. Class A 4.43% 628,606 $8.9M No change

Portfolio Sells Q4 2024 → Q1 2025
KMI Kinder Morgan Inc. Sold out 0.00% −11.62

Portfolio Buys Q4 2024 → Q1 2025
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