Essex Equity Capital Management

Richmond Hill Investments as of June 30, 2020

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 8 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global Indty Ltd Cayman Usd Cl A Shs 39.4 $57M 2.4M 23.94
Charter Communications Inc N Cl A (CHTR) 17.3 $25M 49k 510.04
Disney Walt Com Disney (DIS) 15.9 $23M 207k 111.51
American Intl Group Com New (AIG) 12.7 $19M 594k 31.18
Kinder Morgan (KMI) 11.4 $17M 1.1M 15.17
American Intl Group *w Exp 01/19/202 1.8 $2.6M 1.9M 1.40
Contura Energy 0.8 $1.2M 393k 3.04
Altus Midstream Cl A 0.7 $996k 1.6M 0.63