Q1 2026 · 13F-HR
RIHO Partners, LLCholdings as filed
Filed 2026-05-15 · accession 0002112884-26-000002
$157.4M
Reported value
14
Positions
2026-03-31
Period end
The Brief · RIHO Partners, LLC · Q1 2026
AI · grounded in 13F
RIHO Partners, LLC established a new position in IESC valued at $4.07M. The fund also initiated a position in OCTAVE SPECIALTY GROUP INC worth $2.54M. On the selling side, the manager trimmed MSFT by 38.68% and reduced NVDA by 6.73%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 626755102 | MUSA | MURPHY USA INC | $27.0M | 17.2% | 54,746 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $25.6M | 16.2% | 129,026 | Common | SOLE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $18.9M | 12.0% | 204,552 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $11.7M | 7.41% | 55,246 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $11.4M | 7.24% | 65,334 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $11.2M | 7.09% | 38,825 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $10.5M | 6.69% | 142,549 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $10.3M | 6.53% | 49,371 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $9.0M | 5.70% | 24,240 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $8.2M | 5.20% | 99,387 | Common | SOLE |
| 88262P102 | TPL | TEXAS PACIFIC LAND CORPORATI | $6.8M | 4.33% | 14,369 | Common | SOLE |
| 44951W106 | IESC | IES HOLDINGS INC | $4.1M | 2.58% | 8,540 | Common | SOLE |
| 023139884 | OSG | OCTAVE SPECIALTY GROUP INC | $2.5M | 1.61% | 546,569 | Common | SOLE |
| 83125X103 | SNBR | SLEEP NUMBER CORP | $287,091 | 0.18% | 159,939 | 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.