Essex Equity Capital Management

Richmond Hill Investments as of March 31, 2020

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 10 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global Indemnity 41.0 $61M 2.4M 25.50
Charter Communications Inc New Cl A cl a (CHTR) 14.4 $22M 49k 436.32
Walt Disney Company (DIS) 13.4 $20M 207k 96.60
Kinder Morgan (KMI) 10.2 $15M 1.1M 13.92
American International (AIG) 9.7 $14M 594k 24.25
Advance Auto Parts (AAP) 7.6 $11M 120k 93.57
Delta Air Lines (DAL) 1.3 $1.9M 66k 28.53
American Intl Group 1.0 $1.5M 1.9M 0.80
Altus Midstream Co altus midstream co -a 0.8 $1.2M 1.6M 0.75
Contura Energy 0.6 $924k 393k 2.35