Essex Equity Capital Management

Richmond Hill Investments as of June 30, 2022

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 7 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Reservoir Media (RSVR) 76.4 $367M 14M 25.87
Global Indemnity Group Com Cl A (GBLI) 12.9 $62M 2.4M 25.87
Kinder Morgan (KMI) 3.8 $18M 1.1M 16.76
Charter Communications Inc N Cl A (CHTR) 3.4 $16M 35k 468.53
Walt Disney Company (DIS) 2.8 $14M 143k 94.40
Acv Auctions Com Cl A (ACVA) 0.4 $1.9M 294k 6.54
Alpha Metallurgical Resources (AMR) 0.2 $1.1M 8.8k 129.10