RIHO Partners, LLC
RIHO Partners, LLC reported 14 US-listed holdings worth $177.7 million in its 13F for the quarter ended 30 June 2026, filed 18 August 2026. Its largest: Progressive Corp. (15.8%), Murphy USA Inc. (12.2%) and O'Reilly Automotive, Inc. (11.3%). Against the quarter before, it opened 2 positions, added to 4, trimmed 7 and sold out of 2.
The 14 largest of its 14 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +3.6% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Roundhill ETF Trust DRAM$3.4 million
- Topbuild Corp. BLD$2.6 million
Added to 4
- NVIDIA Corp. NVDA+21,127 shares · +32%
- Somnigroup International Inc. SGI+23,269 shares · +14%
- O'Reilly Automotive, Inc. ORLY+13,376 shares · +7%
- Ambac Finl Group Inc. OSG+8,249 shares · +2%
Trimmed 7
- Murphy USA Inc. MUSA-14,375 shares · -26%
- Microsoft Corp. MSFT-1,309 shares · -5%
- Heico Corp. New HEIA-191 shares · -0%
- Alphabet Inc. GOOGL-119 shares · -0%
- IES Holdings, Inc. IESC-30 shares · -0%
- Texas Pacific Land Corp. TPL-31 shares · -0%
- Amazon.com Inc. AMZN-53 shares · -0%
Sold out of 2
- Builders FirstSource, Inc. BLDR$8.2 million last quarter
- Sleep Number Corporation SNBRQ$248,408 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Progressive Corp. PGR | 128.9K | $28.2 million | 15.85% | -108 |
| Murphy USA Inc. MUSA | 40.4K | $21.8 million | 12.24% | -14.4K |
| O'Reilly Automotive, Inc. ORLY | 217.9K | $20.1 million | 11.29% | +13.4K |
| Heico Corp. New HEIA | 55.1K | $19.7 million | 11.07% | -191 |
| NVIDIA Corp. NVDA | 86.5K | $17.3 million | 9.73% | +21.1K |
| Somnigroup International Inc. SGI | 187.4K | $14.7 million | 8.27% | +23.3K |
| Alphabet Inc. GOOGL | 38.7K | $13.8 million | 7.78% | -119 |
| Amazon.com Inc. AMZN | 49.3K | $11.8 million | 6.61% | -53 |
| Microsoft Corp. MSFT | 22.9K | $8.6 million | 4.81% | -1.3K |
| Texas Pacific Land Corp. TPL | 14.3K | $6.3 million | 3.53% | -31 |
| IES Holdings, Inc. IESC | 8.5K | $6.3 million | 3.52% | -30 |
| Ambac Finl Group Inc. OSG | 554.8K | $3.5 million | 1.95% | +8.2K |
| Roundhill ETF Trust DRAM | 45.9K | $3.4 million | 1.91% | new |
| Topbuild Corp. BLD | 7.1K | $2.6 million | 1.44% | new |