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Richmond Hill Investments 13F Portfolio

Portfolio Manager
Richmond Hill Investments, Llc
Performance
+3.44% (2025 Q3)
AUM (13F)
$191.87M
# of Holdings
3
Performance Rank
Allocation (Top 20)
100.01%
Latest filing
Q3 2025

Richmond Hill Investments, Llc Holdings Map

Top 3 Richmond Hill Investments, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
RSVR
RESERVOIR MEDIA INC
60.46%14.25M$116.0M
+0.10%(+13.75K)
2024-Q3: 14.24M shares2024-Q4: 14.24M shares2025-Q1: 14.24M shares2025-Q2: 14.24M shares2025-Q3: 14.25M shares
$9.06(-17.24%)
2025-09-30
GBLI
GLOBAL INDEMNITY GROUP LLC
36.3%2.40M$69.6M
+0.00%(+0)
2024-Q3: 2.40M shares2024-Q4: 2.40M shares2025-Q1: 2.40M shares2025-Q2: 2.40M shares2025-Q3: 2.40M shares
$23.21(+20.19%)
2025-09-30
ACVA
ACV AUCTIONS INC
3.25%628.6K$6.2M
+0.00%(+0)
2024-Q3: 488.2K shares2024-Q4: 628.6K shares2025-Q1: 628.6K shares2025-Q2: 628.6K shares2025-Q3: 628.6K shares
$20.19(-59.08%)
2025-09-30

About Richmond Hill Investments, Llc’s portfolio

Richmond Hill Investments, Llc reports $191.87M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are RSVR (60.5%), GBLI (36.3%) and ACVA (3.3%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +58.09% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.

Portfolio concentration

Portfolio concentration
RSVR — 60.5% ($116.00M)GBLI — 36.3% ($69.64M)ACVA — 3.2% ($6.23M)
100%in top 3
  • RSVR60.5%
  • GBLI36.3%
  • ACVA3.2%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
1
RSVRRESERVOIR MEDIA INC+0.1%

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Source filings

Holdings on this page are parsed from Richmond Hill Investments, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1455952). View Richmond Hill Investments, Llc’s 13F filings on SEC

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