RIHO Partners, LLC Concentrated Active

Location: Tucson, AZ

CIK: 0002112884 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 18, 2026

Total Value: $159M (100.0% shares, 0.0% debt)

Holdings (14)

MUSA MURPHY USA INC 17.0%

Value $27.04M Shares 54,746 Share Price $493.97 * Est. Cost/Share $384.92 Unrealized @ Report Date +7.2%

PGR PROGRESSIVE CORP 16.1%

Value $25.58M Shares 129,026 Share Price $198.24 * Est. Cost/Share $212.04 Unrealized @ Report Date -2.5%

ORLY OREILLY AUTOMOTIVE INC 11.9%

Value $18.88M Shares 204,552 Share Price $92.31 * Est. Cost/Share $97.33 Unrealized @ Report Date -2.4%

SGI SOMNIGROUP INTERNATIONAL INC 7.6%

Value $12.13M Shares 164,099 Share Price $73.92 * Est. Cost/Share $87.90 Unrealized @ Report Date +4.6%

HEI/A HEICO CORP NEW 7.3%

Value $11.66M Shares 55,246 Share Price $211.09 * Est. Cost/Share $247.49 Unrealized @ Report Date +4.8%

NVDA NVIDIA CORPORATION 7.2%

Value $11.39M Shares 65,334 Share Price $174.40 * Est. Cost/Share $186.13 Unrealized @ Report Date +0.3%

GOOGL ALPHABET INC 7.0%

Value $11.16M Shares 38,825 Share Price $287.56 * Est. Cost/Share $291.87 Unrealized @ Report Date +10.8%

AMZN AMAZON COM INC 6.5%

Value $10.28M Shares 49,371 Share Price $208.27 * Est. Cost/Share $228.68 Unrealized @ Report Date -0.8%

MSFT MICROSOFT CORP 5.6%

Value $8.973M Shares 24,240 Share Price $370.17 * Est. Cost/Share $500.58 Unrealized @ Report Date -13.2%

BLDR BUILDERS FIRSTSOURCE INC 5.1%

Value $8.183M Shares 99,387 Share Price $82.33 * Est. Cost/Share $113.07 Unrealized @ Report Date +3.9%

TPL TEXAS PACIFIC LAND CORPORATI 4.3%

Value $6.819M Shares 14,369 Share Price $474.56 * Est. Cost/Share $308.66 Unrealized @ Report Date +20.9%

IESC IES HOLDINGS INC 2.6%

Value $4.069M Shares 8,540 Share Price $476.47 * Est. Cost/Share $456.62 Unrealized @ Report Date 0.0%

OSG OCTAVE SPECIALTY GROUP INC 1.6%

Value $2.542M Shares 546,569 Share Price $4.65 * Est. Cost/Share $6.11 Unrealized @ Report Date 0.0%

SNBR SLEEP NUMBER CORP 0.2%

Value $248K Shares 138,389 Share Price $1.79 * Est. Cost/Share $6.51 Unrealized @ Report Date +50.6%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MUSA	MURPHY USA INC	54,746	$27.04M	17.0%	$493.97 *	$384.92	+7.2%	COM	626755102
PGR	PROGRESSIVE CORP	129,026	$25.58M	16.1%	$198.24 *	$212.04	-2.5%	COM	743315103
ORLY	OREILLY AUTOMOTIVE INC	204,552	$18.88M	11.9%	$92.31 *	$97.33	-2.4%	COM	67103H107
SGI	SOMNIGROUP INTERNATIONAL INC	164,099	$12.13M	7.6%	$73.92 *	$87.90	+4.6%	COM	88023U101
HEI/A	HEICO CORP NEW	55,246	$11.66M	7.3%	$211.09 *	$247.49	+4.8%	CL A	422806208
NVDA	NVIDIA CORPORATION	65,334	$11.39M	7.2%	$174.40 *	$186.13	+0.3%	COM	67066G104
GOOGL	ALPHABET INC	38,825	$11.16M	7.0%	$287.56 *	$291.87	+10.8%	CAP STK CL A	02079K305
AMZN	AMAZON COM INC	49,371	$10.28M	6.5%	$208.27 *	$228.68	-0.8%	COM	023135106
MSFT	MICROSOFT CORP	24,240	$8.973M	5.6%	$370.17 *	$500.58	-13.2%	COM	594918104
BLDR	BUILDERS FIRSTSOURCE INC	99,387	$8.183M	5.1%	$82.33 *	$113.07	+3.9%	COM	12008R107
TPL	TEXAS PACIFIC LAND CORPORATI	14,369	$6.819M	4.3%	$474.56 *	$308.66	+20.9%	COM	88262P102
IESC	IES HOLDINGS INC	8,540	$4.069M	2.6%	$476.47 *	$456.62	0.0%	COM	44951W106
OSG	OCTAVE SPECIALTY GROUP INC	546,569	$2.542M	1.6%	$4.65 *	$6.11	0.0%	COM NEW	023139884
SNBR	SLEEP NUMBER CORP	138,389	$248K	0.2%	$1.79 *	$6.51	+50.6%	COM	83125X103