RIHO Partners, LLC — 13F Holdings & Portfolio
CIK 2112884 · latest 13F-HR filed 2026-08-18
RIHO Partners, LLC manages $177.7M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PGR (15.85%), MUSA (12.24%), ORLY (11.29%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 2, added to 9, and trimmed 2.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
TUCSON, AZ 85704
$177.7M
Long-equity book
14
Distinct positions
2026-06-30
Filed 2026-08-18
+2 / −2 / ↑9 / ↓2
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- HEICO CORP NEW$8.0M +68.7%
- NVIDIA CORPORATION$5.9M +51.8%
- ALPHABET INC$2.7M +23.9%
- PROGRESSIVE CORP$2.6M +10.1%
- SOMNIGROUP INTERNATIONAL INC$2.6M +21.1%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | PGR | 743315103 | $28.2M | 15.85% | 128,918 | SH |
| 2 | MURPHY USA INC | MUSA | 626755102 | $21.8M | 12.24% | 40,371 | SH |
| 3 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $20.1M | 11.29% | 217,928 | SH |
| 4 | HEICO CORP NEW | HEI.A | 422806208 | $19.7M | 11.07% | 55,055 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $17.3M | 9.73% | 86,461 | SH |
| 6 | SOMNIGROUP INTERNATIONAL INC | SGI | 88023U101 | $14.7M | 8.27% | 187,368 | SH |
| 7 | ALPHABET INC | GOOGL | 02079K305 | $13.8M | 7.78% | 38,706 | SH |
| 8 | AMAZON COM INC | AMZN | 023135106 | $11.8M | 6.61% | 49,318 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $8.6M | 4.81% | 22,931 | SH |
| 10 | TEXAS PACIFIC LAND CORPORATI | TPL | 88262P102 | $6.3M | 3.53% | 14,338 | SH |
| 11 | IES HOLDINGS INC | IESC | 44951W106 | $6.3M | 3.52% | 8,510 | SH |
| 12 | OCTAVE SPECIALTY GROUP INC | OSG | 023139884 | $3.5M | 1.95% | 554,818 | SH |
| 13 | ROUNDHILL ETF TRUST | DRAM | 77926X320 | $3.4M | 1.91% | 45,888 | SH |
| 14 | TOPBUILD COR | COR | 89055F103 | $2.6M | 1.44% | 7,100 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-18 | $177.7M | 14 | 0002112884-26-000003 |
| 2026-03-31 | 2026-05-15 | $157.4M | 14 | 0002112884-26-000002 |
| 2026-03-31 | 2026-05-18 | $159.0M | 14 | 0002073679-26-000065 |
| 2025-12-31 | 2026-05-11 | $158.1M | 12 | 0002112884-26-000001 |