Essex Equity Capital Management

Richmond Hill Investments as of Dec. 31, 2021

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 10 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Reservoir Media (RSVR) 35.1 $108M 14M 7.91
Global Indemnity Group Com Cl A (GBLI) 19.7 $60M 2.4M 25.13
American Intl Group Com New (AIG) 11.0 $34M 594k 56.86
Charter Communications Inc N Cl A (CHTR) 9.6 $29M 45k 651.98
Walt Disney Company (DIS) 9.4 $29M 185k 154.89
Kinder Morgan (KMI) 5.7 $17M 1.1M 15.86
Alpha Metallurgical Resources (AMR) 4.8 $15M 241k 61.05
Acv Auctions Com Cl A (ACVA) 1.8 $5.5M 294k 18.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $4.5M 9.5k 474.94
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.4 $4.3M 26k 162.77