Riho Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$159.0M
Q ending 2026-03-31
Prior quarter
$158.1M
Q ending 2025-12-31
Change
+0.5% QoQ
Positions
14
reported holdings
Largest positions
All 14 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Murphy Usa Inc | MUSA | Shares | $27.0M | 55K |
| Progressive Corp | PGR | Shares | $25.6M | 129K |
| Oreilly Automotive Inc | ORLY | Shares | $18.9M | 205K |
| Somnigroup International Inc | SGI | Shares | $12.1M | 164K |
| Heico Corp New | HEI/A | Shares | $11.7M | 55K |
| Nvidia Corporation | NVDA | Shares | $11.4M | 65K |
| Alphabet Inc | GOOGL | Shares | $11.2M | 39K |
| Amazon Com Inc | AMZN | Shares | $10.3M | 49K |
| Microsoft Corp | MSFT | Shares | $9.0M | 24K |
| Builders Firstsource Inc | BLDR | Shares | $8.2M | 99K |
| Texas Pacific Land Corporati | TPL | Shares | $6.8M | 14K |
| Ies Holdings Inc | IESC | Shares | $4.1M | 9K |
| Octave Specialty Group Inc | OSG | Shares | $2.5M | 547K |
| Sleep Number Corp | SNBRQ | Shares | $248K | 138K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.