Richmond Hill Investments
NEW YORK, NYfiles as Richmond Hill Investments, LLC
$192m in 3 US stocks at the end of 30 September 2025. The top 10 are 100.0% of the money. It changed about 4.3% of the portfolio this quarter.
Value
$192m
Stocks
3
Top 10 share
100.0%
Turnover
4.3%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Reservoir MediaRSVR | 60.5% | $116m | 14,250,337 | Held |
| Global Indemnity GroupGBLI | 36.3% | $70m | 2,397,226 | Held |
| ACV AuctionsACVA | 3.2% | $6m | 628,606 | Held |
Over time and by industry
Value over time
Sep '25
Value is down 1.4% since 30 June 2025.
Where the money is
Retail & consumer60.5%
Financial services36.3%
Technology3.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.