Filed: 5/11/2026ACC: 0002112884-26-000001
📋 What this filing means
RIHO PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $158.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$158.11M
Total AUM (reported)
967.84K
Total Shares
Allocation by class
COM$134.62M85.1%
CL A$13.36M8.5%
CAP STK CL A$10.13M6.4%
Portfolio Concentration
Top 3$67.84M42.9%
4–10$85.26M53.9%
11–25$5.02M3.2%
Top 3 weight
42.9%
Top 10 weight
96.8%
Voting Authority Distribution
Total shares with voting rights: 967.84K
Sole
Full voting authority
967.84K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
PROGRESSIVE CORP
SOLEShares122.10K
TypeSH
Market value$27.80M
17.59%
Sole
122.10K
Shared
0.00
None
0.00
MURPHY USA INC
SOLEShares51.83K
TypeSH
Market value$20.91M
13.23%
Sole
51.83K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares39.53K
TypeSH
Market value$19.12M
12.09%
Sole
39.53K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares176.93K
TypeSH
Market value$16.14M
10.21%
Sole
176.93K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares52.93K
TypeSH
Market value$13.36M
8.45%
Sole
52.93K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares70.05K
TypeSH
Market value$13.06M
8.26%
Sole
70.05K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares144.78K
TypeSH
Market value$12.93M
8.18%
Sole
144.78K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares46.72K
TypeSH
Market value$10.78M
6.82%
Sole
46.72K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares32.37K
TypeSH
Market value$10.13M
6.41%
Sole
32.37K
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares86.04K
TypeSH
Market value$8.85M
5.60%
Sole
86.04K
Shared
0.00
None
0.00
TEXAS PACIFIC LAND CORPORATI
SOLEShares13.61K
TypeSH
Market value$3.91M
2.47%
Sole
13.61K
Shared
0.00
None
0.00
SLEEP NUMBER CORP
SOLEShares130.96K
TypeSH
Market value$1.11M
0.70%
Sole
130.96K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORPSOLE | COM | 122.10K | SH | $27.80M 17.59% | 122.10K | 0.00 | 0.00 |
MURPHY USA INCSOLE | COM | 51.83K | SH | $20.91M 13.23% | 51.83K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 39.53K | SH | $19.12M 12.09% | 39.53K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 176.93K | SH | $16.14M 10.21% | 176.93K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 52.93K | SH | $13.36M 8.45% | 52.93K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 70.05K | SH | $13.06M 8.26% | 70.05K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 144.78K | SH | $12.93M 8.18% | 144.78K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 46.72K | SH | $10.78M 6.82% | 46.72K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 32.37K | SH | $10.13M 6.41% | 32.37K | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 86.04K | SH | $8.85M 5.60% | 86.04K | 0.00 | 0.00 |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 13.61K | SH | $3.91M 2.47% | 13.61K | 0.00 | 0.00 |
SLEEP NUMBER CORPSOLE | COM | 130.96K | SH | $1.11M 0.70% | 130.96K | 0.00 | 0.00 |