Essex Equity Capital Management

Richmond Hill Investments as of March 31, 2022

Portfolio Holdings for Richmond Hill Investments

Richmond Hill Investments holds 6 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Reservoir Media (RSVR) 52.2 $138M 14M 9.83
Global Indemnity Group Com Cl A (GBLI) 23.7 $63M 2.4M 26.09
Kinder Morgan (KMI) 7.9 $21M 1.1M 18.91
Walt Disney Company (DIS) 7.4 $20M 143k 137.16
Charter Communications Inc N Cl A (CHTR) 7.2 $19M 35k 545.51
Acv Auctions Com Cl A (ACVA) 1.6 $4.4M 294k 14.81