# RIHO Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2112884. Source: https://holderbook.com/funds/2112884-riho-partners-llc/

- Reported value: $177.7M
- Positions: 14
- Weight of the ten largest: 91.2%
- Filed: 2026-08-18

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $28.2M | 128,918 | 15.8% | 3 |
| MURPHY USA INC | [MUSA](https://holderbook.com/stocks/MUSA/) | $21.8M | 40,371 | 12.2% | 3 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $20.1M | 217,928 | 11.3% | 3 |
| HEICO CORP NEW | [HEIA](https://holderbook.com/stocks/HEIA/) | $19.7M | 55,055 | 11.1% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $17.3M | 86,461 | 9.7% | 3 |
| SOMNIGROUP INTERNATIONAL INC | [SGI](https://holderbook.com/stocks/SGI/) | $14.7M | 187,368 | 8.3% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $13.8M | 38,706 | 7.8% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $11.8M | 49,318 | 6.6% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $8.6M | 22,931 | 4.8% | 3 |
| TEXAS PACIFIC LAND CORPORATI | [TPL](https://holderbook.com/stocks/TPL/) | $6.3M | 14,338 | 3.5% | 3 |
| IES HOLDINGS INC | [IESC](https://holderbook.com/stocks/IESC/) | $6.3M | 8,510 | 3.5% | 2 |
| OCTAVE SPECIALTY GROUP INC | [OSG](https://holderbook.com/stocks/OSG/) | $3.5M | 554,818 | 1.9% | 2 |
| ROUNDHILL ETF TRUST | - | $3.4M | 45,888 | 1.9% | 1 |
| TOPBUILD COR | [BLD](https://holderbook.com/stocks/BLD/) | $2.6M | 7,100 | 1.4% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.9% | +14.8% | -3.9% | 100% |
| Q1 2026 | -6.6% | -4.6% | -2.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $177.7M | 14 |
| Q1 2026 | $159.0M | 14 |
| Q4 2025 | $158.1M | 12 |