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RIHO Partners, LLC
hedge fundUpdated 23 days agoManaged by Riho Partners, Llc • Latest filing Q2 2026
Portfolio value
$177.7M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $158.1M |
| Q1 2026 | $157.4M |
| Q2 2026 | $177.7M |
Top holdings
14 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PGR PROGRESSIVE CORP | $28.2M | 128.9K | 15.85% | — |
| 2 | M MUSA MURPHY USA INC | $21.8M | 40.4K | 12.24% | — |
| 3 | O ORLY OREILLY AUTOMOTIVE INC | $20.1M | 217.9K | 11.29% | — |
| 4 | H HEI-A HEICO CORP NEW | $19.7M | 55.1K | 11.07% | — |
| 5 | N NVDA NVIDIA CORPORATION | $17.3M | 86.5K | 9.73% | — |
| 6 | S SGI SOMNIGROUP INTERNATIONAL INC | $14.7M | 187.4K | 8.27% | — |
| 7 | G GOOGN ALPHABET INC | $13.8M | 38.7K | 7.78% | — |
| 8 | A AMZN AMAZON COM INC | $11.8M | 49.3K | 6.61% | — |
| 9 | M MSFT MICROSOFT CORP | $8.6M | 22.9K | 4.81% | — |
| 10 | T TPL TEXAS PACIFIC LAND CORPORATI | $6.3M | 14.3K | 3.53% | — |
| 11 | I IESC IES HOLDINGS INC | $6.3M | 8.5K | 3.52% | — |
| 12 | O OSG OCTAVE SPECIALTY GROUP INC | $3.5M | 554.8K | 1.95% | — |
| 13 | ? N/A ROUNDHILL ETF TRUST | $3.4M | 45.9K | 1.91% | — |
| 14 | H H TOPBUILD COR | $2.6M | 7.1K | 1.44% | — |