RIHO Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 18, 2026), RIHO Partners, LLC reported 14 stock positions worth $159.0 million. Its top holding was Murphy USA (MUSA) at 17.0% of the portfolio, followed by Progressive (PGR, 16.1%) and O'reilly Automotive (ORLY, 11.9%). Compared with Q4 2025, it opened 2 new positions, added to 10 and reduced 2. The biggest buy was Murphy USA (MUSA, shares +6%) and the biggest sale Microsoft (MSFT, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- TUCSON, AZ
- CIK
- 0002112884
- Portfolio Value
- $159.0M (Q1 2026)
- SEC Filing
- 0002073679-26-000065 ↗ filed May 18, 2026
Holdings Value
Holdings 14 stocks · $159.0M
| MUSA Murphy USA Inc. | 17.01% | 54,746 | $27.0M | Add +5.6% |
| PGR Progressive Corp. | 16.09% | 129,026 | $25.6M | Add +5.7% |
| ORLY O'reilly Automotive Inc. | 11.88% | 204,552 | $18.9M | Add +15.6% |
| SGI Somnigroup International Inc. | 7.63% | 164,099 | $12.1M | Add +13.3% |
| HEI.A Heico Corp. Class A | 7.34% | 55,246 | $11.7M | Add +4.4% |
| NVDA Nvidia Corp. | 7.17% | 65,334 | $11.4M | Reduce -6.7% |
| GOOGL Alphabet Inc. Class A | 7.02% | 38,825 | $11.2M | Add +19.9% |
| AMZN Amazon.com Inc. | 6.47% | 49,371 | $10.3M | Add +5.7% |
| MSFT Microsoft Corp. | 5.64% | 24,240 | $9.0M | Reduce -38.7% |
| BLDR Builders Firstsource Inc. | 5.15% | 99,387 | $8.2M | Add +15.5% |
| TPL Texas Pacific Land Corp. | 4.29% | 14,369 | $6.8M | Add +5.6% |
| IESC Ies Holdings Inc. | 2.56% | 8,540 | $4.1M | New |
| OSG Octave Specialty Group Inc. | 1.60% | 546,569 | $2.5M | New |
| SNBRQ Sleep Number Corp. | 0.16% | 138,389 | $248K | Add +5.7% |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| MUSA Murphy USA Inc. | Add +5.6% | 17.01% | +3.78 |
| IESC Ies Holdings Inc. | New | 2.56% | +2.56 |
| TPL Texas Pacific Land Corp. | Add +5.6% | 4.29% | +1.82 |
| ORLY O'reilly Automotive Inc. | Add +15.6% | 11.88% | +1.67 |
| OSG Octave Specialty Group Inc. | New | 1.60% | +1.60 |
| GOOGL Alphabet Inc. Class A | Add +19.9% | 7.02% | +0.62 |
| AMZN Amazon.com Inc. | Add +5.7% | 6.47% | −0.35 |
| BLDR Builders Firstsource Inc. | Add +15.5% | 5.15% | −0.45 |
| SNBRQ Sleep Number Corp. | Add +5.7% | 0.16% | −0.54 |
| SGI Somnigroup International Inc. | Add +13.3% | 7.63% | −0.55 |
| HEI.A Heico Corp. Class A | Add +4.4% | 7.34% | −1.11 |
| PGR Progressive Corp. | Add +5.7% | 16.09% | −1.50 |