RIHO Partners, LLC Concentrated Active

Location: Tucson, AZ

CIK: 0002112884 · Show all filings

Period: Q4 2025 (Next →)

Filing Date: May 11, 2026

Total Value: $158M (100.0% shares, 0.0% debt)

Holdings (12)

PGR PROGRESSIVE CORP 17.6%

Value $27.8M Shares 122,100 Share Price $227.72 * Est. Cost/Share $212.34 Unrealized @ Report Date 0.0%

MUSA MURPHY USA INC 13.2%

Value $20.91M Shares 51,827 Share Price $403.52 * Est. Cost/Share $383.35 Unrealized @ Report Date 0.0%

MSFT MICROSOFT CORP 12.1%

Value $19.12M Shares 39,531 Share Price $483.62 * Est. Cost/Share $500.58 Unrealized @ Report Date 0.0%

ORLY OREILLY AUTOMOTIVE INC 10.2%

Value $16.14M Shares 176,933 Share Price $91.21 * Est. Cost/Share $97.70 Unrealized @ Report Date 0.0%

HEI/A HEICO CORP NEW 8.5%

Value $13.36M Shares 52,929 Share Price $252.43 * Est. Cost/Share $246.96 Unrealized @ Report Date 0.0%

NVDA NVIDIA CORPORATION 8.3%

Value $13.06M Shares 70,049 Share Price $186.50 Est. Cost/Share $186.13 Unrealized @ Report Date 0.0%

SGI SOMNIGROUP INTERNATIONAL INC 8.2%

Value $12.93M Shares 144,783 Share Price $89.28 * Est. Cost/Share $87.36 Unrealized @ Report Date 0.0%

AMZN AMAZON COM INC 6.8%

Value $10.78M Shares 46,721 Share Price $230.82 Est. Cost/Share $228.79 Unrealized @ Report Date 0.0%

GOOGL ALPHABET INC 6.4%

Value $10.13M Shares 32,368 Share Price $313.00 * Est. Cost/Share $285.60 Unrealized @ Report Date 0.0%

BLDR BUILDERS FIRSTSOURCE INC 5.6%

Value $8.852M Shares 86,038 Share Price $102.89 * Est. Cost/Share $112.38 Unrealized @ Report Date 0.0%

TPL TEXAS PACIFIC LAND CORPORATI 2.5%

Value $3.908M Shares 13,605 Share Price $287.22 * Est. Cost/Share $305.03 Unrealized @ Report Date 0.0%

SNBR SLEEP NUMBER CORP 0.7%

Value $1.108M Shares 130,957 Share Price $8.46 * Est. Cost/Share $6.32 Unrealized @ Report Date 0.0%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
PGR	PROGRESSIVE CORP	122,100	$27.8M	17.6%	$227.72 *	$212.34	0.0%	COM	743315103
MUSA	MURPHY USA INC	51,827	$20.91M	13.2%	$403.52 *	$383.35	0.0%	COM	626755102
MSFT	MICROSOFT CORP	39,531	$19.12M	12.1%	$483.62 *	$500.58	0.0%	COM	594918104
ORLY	OREILLY AUTOMOTIVE INC	176,933	$16.14M	10.2%	$91.21 *	$97.70	0.0%	COM	67103H107
HEI/A	HEICO CORP NEW	52,929	$13.36M	8.5%	$252.43 *	$246.96	0.0%	CL A	422806208
NVDA	NVIDIA CORPORATION	70,049	$13.06M	8.3%	$186.50	$186.13	0.0%	COM	67066G104
SGI	SOMNIGROUP INTERNATIONAL INC	144,783	$12.93M	8.2%	$89.28 *	$87.36	0.0%	COM	88023U101
AMZN	AMAZON COM INC	46,721	$10.78M	6.8%	$230.82	$228.79	0.0%	COM	023135106
GOOGL	ALPHABET INC	32,368	$10.13M	6.4%	$313.00 *	$285.60	0.0%	CAP STK CL A	02079K305
BLDR	BUILDERS FIRSTSOURCE INC	86,038	$8.852M	5.6%	$102.89 *	$112.38	0.0%	COM	12008R107
TPL	TEXAS PACIFIC LAND CORPORATI	13,605	$3.908M	2.5%	$287.22 *	$305.03	0.0%	COM	88262P102
SNBR	SLEEP NUMBER CORP	130,957	$1.108M	0.7%	$8.46 *	$6.32	0.0%	COM	83125X103