Institutional
RIHO Partners, LLC
CIK 0002112884
$157.4M
Reported AUM
14
Positions
Q1 2026
Period
2026-05-15
Filed
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MUSA | MURPHY USA INC | $546.51 | 1.25% | 29.28% | 280.06% | $27.0M | 17.18% | +2,919 | +5.6% |
| 2 | PGR | PROGRESSIVE CORP | $204.02 | 4.42% | -22.22% | 139.78% | $25.6M | 16.25% | +6,926 | +5.7% |
| 3 | ORLY | OREILLY AUTOMOTIVE INC | $90.33 | 2.18% | -1.65% | 124.39% | $18.9M | 12.00% | +27,619 | +15.6% |
| 4 | HEI/A | HEICO CORP NEW | — | — | — | — | $11.7M | 7.41% | +2,317 | +4.4% |
| 5 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $11.4M | 7.24% | −4,715 | −6.7% |
| 6 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $11.2M | 7.09% | +6,457 | +19.9% |
| 7 | SGI | SOMNIGROUP INTERNATIONAL INC | $68.01 | -2.33% | 4.77% | 65.51% | $10.5M | 6.69% | −2,234 | −1.5% |
| 8 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $10.3M | 6.53% | +2,650 | +5.7% |
| 9 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $9.0M | 5.70% | −15,291 | −38.7% |
| 10 | BLDR | BUILDERS FIRSTSOURCE INC | $73.64 | -1.79% | -34.03% | 65.48% | $8.2M | 5.20% | +13,349 | +15.5% |
| 11 | TPL | TEXAS PACIFIC LAND CORPORATI | $400.77 | 2.82% | 5.85% | 149.59% | $6.8M | 4.33% | +764 | +5.6% |
| 12 | IESC | IES HOLDINGS INC | $712.50 | -1.14% | 157.42% | 1224.61% | $4.1M | 2.58% | +8,540 | NEW |
| 13 | OSG | OCTAVE SPECIALTY GROUP INC | $5.53 | 1.37% | -26.12% | -62.40% | $2.5M | 1.61% | +546,569 | NEW |
| 14 | SNBR | SLEEP NUMBER CORP | $0.42 | -12.04% | -93.98% | -99.57% | $287K | 0.18% | +28,982 | +22.1% |
Source: SEC EDGAR · accession 0002112884-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.