RIHO Partners, LLC
CIK 2112884 · View on SEC EDGAR ↗
- Portfolio value
- $177.7M
- Positions
- 14
- As of
- June 30, 2026
Portfolio value QoQ: +11.8% 13F does not disclose cash
- Top 10 holdings weight
- 91.19%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 14
- Effective number of positions
- 10.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 7.89% Est. buys $13,277,986 · sells $16,848,095
- New positions
- 2
- Increased
- 4
- Decreased
- 8
- Closed
- 2
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 92.1% · Options excluded: 0.0%
Sector breakdown
Full portfolio 14 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| PGR Progressive Corporation (The) Common Stock | $28,162,137 | 15.85% | 128,918 | $2,584,023 | Down ×1 | ||
| MUSA Murphy USA Inc. Common Stock | $21,754,721 | 12.24% | 40,371 | $-5,288,161 | Down ×1 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $20,068,990 | 11.29% | 217,928 | $1,186,795 | Up ×2 | ||
| HEIA | $19,675,005 | 11.07% | 55,055 | $8,013,127 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $17,299,981 | 9.73% | 86,461 | $5,905,731 | Up ×1 | ||
| SGI Somnigroup International Inc. Common Stock | $14,689,651 | 8.27% | 187,368 | $2,559,453 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $13,832,363 | 7.78% | 38,706 | $2,667,846 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $11,754,452 | 6.61% | 49,318 | $1,471,954 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $8,553,722 | 4.81% | 22,931 | $-419,199 | Down ×2 | ||
| TPL Texas Pacific Land Corporation Common Stock | $6,274,882 | 3.53% | 14,338 | $-544,071 | Down ×1 | ||
| IESC IES Holdings, Inc. - Common Stock | $6,251,957 | 3.52% | 8,510 | $2,182,903 | Down ×1 | ||
| OSG Octave Specialty Group, Inc. Common Stock | $3,462,064 | 1.95% | 554,818 | $920,518 | Up ×1 | ||
| Unknown issuer (CUSIP: 77926X320) | $3,388,829 | 1.91% | 45,888 | Up ×1 | |||
| BLD TopBuild Corp. Common Stock | $2,554,296 | 1.44% | 7,100 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 77926X320) | $3,388,829 | 45,888 | 1.91% |
| BLD | $2,554,296 | 7,100 | 1.44% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| BLDR | June 30, 2026 | 99,387 | $8,182,532 | -21.5% |
| SNBR | June 30, 2026 | 138,389 | $248,408 | No longer tracked |