Q4 2025 · 13F-HR
RIHO Partners, LLCholdings as filed
Filed 2026-05-11 · accession 0002112884-26-000001
$158.1M
Reported value
12
Positions
2025-12-31
Period end
The Brief · RIHO Partners, LLC · Q4 2025
AI · grounded in 13F
RIHO Partners, LLC established a new position in Progressive Corp PGR valued at $27.8M. The fund also initiated new stakes in Murphy USA Inc MUSA for $20.9M and Microsoft Corp MSFT for $19.1M. Other new additions include O'Reilly Automotive Inc ORLY at $16.1M and Heico Corp New HEI/A at $13.4M. Total assets under management stand at $158.1M across 12 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 743315103 | PGR | PROGRESSIVE CORP | $27.8M | 17.6% | 122,100 | Common | SOLE |
| 626755102 | MUSA | MURPHY USA INC | $20.9M | 13.2% | 51,827 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $19.1M | 12.1% | 39,531 | Common | SOLE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $16.1M | 10.2% | 176,933 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $13.4M | 8.45% | 52,929 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $13.1M | 8.26% | 70,049 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $12.9M | 8.18% | 144,783 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $10.8M | 6.82% | 46,721 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $10.1M | 6.41% | 32,368 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $8.9M | 5.60% | 86,038 | Common | SOLE |
| 88262P102 | TPL | TEXAS PACIFIC LAND CORPORATI | $3.9M | 2.47% | 13,605 | Common | SOLE |
| 83125X103 | SNBR | SLEEP NUMBER CORP | $1.1M | 0.70% | 130,957 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.