Filed: 5/15/2026ACC: 0002112884-26-000002
📋 What this filing means
RIHO PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $157.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$157.42M
Total AUM (reported)
1.59M
Total Shares
Allocation by class
COM$132.05M83.9%
CL A$11.66M7.4%
CAP STK CL A$11.16M7.1%
COM NEW$2.54M1.6%
Portfolio Concentration
Top 3$71.50M45.4%
4–10$72.20M45.9%
11–25$13.72M8.7%
Top 3 weight
45.4%
Top 10 weight
91.3%
Voting Authority Distribution
Total shares with voting rights: 1.59M
Sole
Full voting authority
1.59M
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)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
MURPHY USA INC
SOLEShares54.75K
TypeSH
Market value$27.04M
17.18%
Sole
54.75K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares129.03K
TypeSH
Market value$25.58M
16.25%
Sole
129.03K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares204.55K
TypeSH
Market value$18.88M
12.00%
Sole
204.55K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares55.25K
TypeSH
Market value$11.66M
7.41%
Sole
55.25K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares65.33K
TypeSH
Market value$11.39M
7.24%
Sole
65.33K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares38.83K
TypeSH
Market value$11.16M
7.09%
Sole
38.83K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares142.55K
TypeSH
Market value$10.54M
6.69%
Sole
142.55K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares49.37K
TypeSH
Market value$10.28M
6.53%
Sole
49.37K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares24.24K
TypeSH
Market value$8.97M
5.70%
Sole
24.24K
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares99.39K
TypeSH
Market value$8.18M
5.20%
Sole
99.39K
Shared
0.00
None
0.00
TEXAS PACIFIC LAND CORPORATI
SOLEShares14.37K
TypeSH
Market value$6.82M
4.33%
Sole
14.37K
Shared
0.00
None
0.00
IES HOLDINGS INC
SOLEShares8.54K
TypeSH
Market value$4.07M
2.58%
Sole
8.54K
Shared
0.00
None
0.00
OCTAVE SPECIALTY GROUP INC
SOLEShares546.57K
TypeSH
Market value$2.54M
1.61%
Sole
546.57K
Shared
0.00
None
0.00
SLEEP NUMBER CORP
SOLEShares159.94K
TypeSH
Market value$287.1K
0.18%
Sole
159.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MURPHY USA INCSOLE | COM | 54.75K | SH | $27.04M 17.18% | 54.75K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 129.03K | SH | $25.58M 16.25% | 129.03K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 204.55K | SH | $18.88M 12.00% | 204.55K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 55.25K | SH | $11.66M 7.41% | 55.25K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 65.33K | SH | $11.39M 7.24% | 65.33K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 38.83K | SH | $11.16M 7.09% | 38.83K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 142.55K | SH | $10.54M 6.69% | 142.55K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 49.37K | SH | $10.28M 6.53% | 49.37K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 24.24K | SH | $8.97M 5.70% | 24.24K | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 99.39K | SH | $8.18M 5.20% | 99.39K | 0.00 | 0.00 |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 14.37K | SH | $6.82M 4.33% | 14.37K | 0.00 | 0.00 |
IES HOLDINGS INCSOLE | COM | 8.54K | SH | $4.07M 2.58% | 8.54K | 0.00 | 0.00 |
OCTAVE SPECIALTY GROUP INCSOLE | COM NEW | 546.57K | SH | $2.54M 1.61% | 546.57K | 0.00 | 0.00 |
SLEEP NUMBER CORPSOLE | COM | 159.94K | SH | $287.1K 0.18% | 159.94K | 0.00 | 0.00 |