RIHO Partners
Latest statistics and disclosures from RIHO Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MUSA, PGR, ORLY, SGI, HEI.A, and represent 59.95% of RIHO Partners's stock portfolio.
- Added to shares of these 10 stocks: IESC, ORLY, OSG, GOOGL, MUSA, SGI, PGR, BLDR, AMZN, HEI.A.
- Started 2 new stock positions in IESC, OSG.
- Reduced shares in these 2 stocks: MSFT (-$5.7M), NVDA.
- RIHO Partners was a net buyer of stock by $11M.
- RIHO Partners has $159M in assets under management (AUM), dropping by 0.54%.
- Central Index Key (CIK): 0002112884
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Positions held by RIHO Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for RIHO Partners
RIHO Partners holds 14 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Murphy Usa (MUSA) | 17.0 | $27M | +5% | 55k | 493.97 |
|
| Progressive Corporation (PGR) | 16.1 | $26M | +5% | 129k | 198.24 |
|
| O'reilly Automotive (ORLY) | 11.9 | $19M | +15% | 205k | 92.31 |
|
| Tempur-Pedic International (SGI) | 7.6 | $12M | +13% | 164k | 73.92 |
|
| Heico Corp Cl A (HEI.A) | 7.3 | $12M | +4% | 55k | 211.09 |
|
| NVIDIA Corporation (NVDA) | 7.2 | $11M | -6% | 65k | 174.40 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $11M | +19% | 39k | 287.56 |
|
| Amazon (AMZN) | 6.5 | $10M | +5% | 49k | 208.27 |
|
| Microsoft Corporation (MSFT) | 5.6 | $9.0M | -38% | 24k | 370.17 |
|
| Builders FirstSource (BLDR) | 5.1 | $8.2M | +15% | 99k | 82.33 |
|
| Texas Pacific Land Corp (TPL) | 4.3 | $6.8M | +5% | 14k | 474.56 |
|
| Ies Hldgs (IESC) | 2.6 | $4.1M | NEW | 8.5k | 476.47 |
|
| Octave Specialty Group Com New (OSG) | 1.6 | $2.5M | NEW | 547k | 4.65 |
|
| Sleep Number Corp (SNBR) | 0.2 | $248k | +5% | 138k | 1.79 |
|
Past Filings by RIHO Partners
SEC 13F filings are viewable for RIHO Partners going back to 2025
- RIHO Partners 2026 Q1 restated filed May 18, 2026
- RIHO Partners 2026 Q1 filed May 15, 2026
- RIHO Partners 2025 Q4 filed May 11, 2026