RIHO Partners, LLC — 13F Holdings & Portfolio
CIK 2112884 · latest 13F-HR filed 2026-05-18
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.
$159.0M
Long-equity book
14
Distinct positions
2026-03-31
Filed 2026-05-18
+0 / −0 / ↑1 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
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 | MURPHY USA INC | MUSA | 626755102 | $27.0M | 17.01% | 54,746 | SH |
| 2 | PROGRESSIVE CORP | PGR | 743315103 | $25.6M | 16.09% | 129,026 | SH |
| 3 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $18.9M | 11.88% | 204,552 | SH |
| 4 | SOMNIGROUP INTERNATIONAL INC | SGI | 88023U101 | $12.1M | 7.63% | 164,099 | SH |
| 5 | HEICO CORP NEW | HEI.A | 422806208 | $11.7M | 7.34% | 55,246 | SH |
| 6 | NVIDIA CORPORATION | NVDA | 67066G104 | $11.4M | 7.17% | 65,334 | SH |
| 7 | ALPHABET INC | GOOGL | 02079K305 | $11.2M | 7.02% | 38,825 | SH |
| 8 | AMAZON COM INC | AMZN | 023135106 | $10.3M | 6.47% | 49,371 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $9.0M | 5.64% | 24,240 | SH |
| 10 | BUILDERS FIRSTSOURCE INC | BLDR | 12008R107 | $8.2M | 5.15% | 99,387 | SH |
| 11 | TEXAS PACIFIC LAND CORPORATI | TPL | 88262P102 | $6.8M | 4.29% | 14,369 | SH |
| 12 | IES HOLDINGS INC | IESC | 44951W106 | $4.1M | 2.56% | 8,540 | SH |
| 13 | OCTAVE SPECIALTY GROUP INC | OSG | 023139884 | $2.5M | 1.60% | 546,569 | SH |
| 14 | SLEEP NUMBER CORP | SNBR | 83125X103 | $248.4K | 0.16% | 138,389 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |