RIHO Partners, LLC
Follow13F filer, CIK 2112884, TUCSON, AZ
RIHO Partners, LLC reported $158,969,946 across 14 holdings for the quarter ended 2026-03-31, in a 13F-HR/A filed 2026-05-18. Its ten largest share positions make up 91.4% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0002073679-26-000065
- Period
- 2026-03-31
- Reported value
- $159M
- Holdings
- 14
- Top 10 weight
- 91.4%
- New
- 2
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IESCnew | +8,540 | $4.07M |
| ORLYadded | +27,619 | $2.55M |
| OSGnew | +546,569 | $2.54M |
| GOOGLadded | +6,457 | $1.86M |
| MUSAadded | +2,919 | $1.44M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MSFTreduced | -15,291 | -$5.66M |
| NVDAreduced | -4,715 | -$822K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2026
Share positions as resolved from 13F-HR/A 0002073679-26-000065, largest first. % of portfolio is the value over $158,969,946, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| MUSAMURPHY USA INC | 54,746 | $27M | 17.01% | +2,919 | Timeline | ||
| PGRPROGRESSIVE CORP | 129,026 | $25.6M | 16.09% | +6,926 | Timeline | ||
| ORLYOREILLY AUTOMOTIVE INC | 204,552 | $18.9M | 11.88% | +27,619 | Timeline | ||
| SGISOMNIGROUP INTERNATIONAL INC | 164,099 | $12.1M | 7.63% | +19,316 | Timeline | ||
| HEI-AHEICO CORP NEW | 55,246 | $11.7M | 7.34% | +2,317 | Timeline | ||
| NVDANVIDIA CORPORATION | 65,334 | $11.4M | 7.17% | -4,715 | Timeline | ||
| GOOGLALPHABET INC | 38,825 | $11.2M | 7.02% | +6,457 | Timeline | ||
| AMZNAMAZON COM INC | 49,371 | $10.3M | 6.47% | +2,650 | Timeline | ||
| MSFTMICROSOFT CORP | 24,240 | $8.97M | 5.64% | -15,291 | Timeline | ||
| BLDRBUILDERS FIRSTSOURCE INC | 99,387 | $8.18M | 5.15% | +13,349 | Timeline | ||
| TPLTEXAS PACIFIC LAND CORPORATI | 14,369 | $6.82M | 4.29% | +764 | Timeline | ||
| IESCIES HOLDINGS INC | 8,540 | $4.07M | 2.56% | new | Timeline | ||
| OSGOCTAVE SPECIALTY GROUP INC | 546,569 | $2.54M | 1.6% | new | Timeline | ||
| SNBRQSLEEP NUMBER CORP | 138,389 | $248K | 0.16% | +7,432 | Timeline |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002112884-26-000002 | superseded | 2026-05-15 | acceptance time not in the bulk data set | ||
| 13F-HR/A 0002073679-26-000065 | base | restatement | 2026-05-18 | acceptance time not in the bulk data set |