Richmond Hill Investments, LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

As investors, keeping track of market changes is crucial to maintain a healthy and profitable portfolio. One way to do this is by referring to 13F filings, which require investment managers with assets over $100 million to disclose their holdings to the Securities and Exchange Commission (SEC) every quarter. In this article, we'll be looking at the Q3 2022 vs. Q4 2022 13F holdings comparison of Richmond Hill Investments, LLC for insight into noteworthy changes that could impact the investment world.

First up, we have Reservoir Media Inc (RSVR) with no changes in the issuer's option type for both quarters. However, in terms of shares and value, we see an increase of 14,202,698 shares in both quarters with a value of $69,309,000 in Q3 2022 and $84,790,000 in Q4 2022, a change of 22.3%.

Next, we have Global Indemnity Group LLC (GBLI), which also experienced no changes in option type but saw no change in the number of shares held over both quarters. However, the value of the shares increased from $52,907,000 in Q3 2022 to $55,879,000 in Q4 2022, a change of 5.6%.

Moving on, Kinder Morgan Inc Del (KMI) saw no changes in option type, but there was an increase in the number of shares held from 1,097,040 in Q3 2022 to 1,097,040 in Q4 2022. The value of these shares also increased from $18,255,000 in Q3 2022 to $19,834,000 in Q4 2022, a change of 8.7%.

Disney Walt Co (DIS) saw no changes in options type but experienced a decrease of 14,832 shares from 143,280 shares in Q3 2022, to 124,448 shares in Q4 2022. Additionally, the value of shares decreased from $13,516,000 in Q3 2022 to $12,448,000 in Q4 2022, which represents a change of -7.9%.

Finally, we have ACV Auctions Inc (ACVA) with no changes in option type and no change in shares held for both quarters. However, the total value of shares held increased from $2,114,000 in Q3 2022 to $2,414,000 in Q4 2022, which represents a change of 14.2%.

In conclusion, Richmond Hill Investments, LLC has made some noticeable changes in its holdings for Q3 2022 vs. Q4 2022. Although some issuers have seen a decrease in shareholdings and value, there have also been significant increases that could create opportunities for investors. As always, it's wise to seek professional advice and perform proper due diligence before making any investment decisions.