RIHO Partners, LLC Concentrated Active

Location: Tucson, AZ

CIK: 0002112884 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 18, 2026

Total Value: $178M (100.0% shares, 0.0% debt)

Holdings (14)

New Positions (2)

DRAM ROUNDHILL ETF TRUST 1.9%

Value $3.389M Shares 45,888 Est. Cost $73.85 Unrealized —

BLD TOPBUILD COR 1.4%

Value $2.554M Shares 7,100 Est. Cost $359.76 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DRAM	ROUNDHILL ETF TRUST	45,888	$3.389M	1.9%	$73.85	—	MEMORY ETF	77926X320
BLD	TOPBUILD COR	7,100	$2.554M	1.4%	$359.76	—	COM	89055F103

Increased Positions (4)

NVDA NVIDIA CORPORATION 9.7%

Value $17.3M (+51.8%) Shares 86,461 (+32.3%) Est. Cost $189.54 Unrealized —

SGI SOMNIGROUP INTERNATIONAL INC 8.3%

Value $14.69M (+21.1%) Shares 187,368 (+14.2%) Est. Cost $86.72 Unrealized —

ORLY OREILLY AUTOMOTIVE INC 11.3%

Value $20.07M (+6.3%) Shares 217,928 (+6.5%) Est. Cost $97.01 Unrealized —

OSG OCTAVE SPECIALTY GROUP INC 1.9%

Value $3.462M (+36.2%) Shares 554,818 (+1.5%) Est. Cost $6.11 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	86,461 (+32.3%)	$17.3M (+51.8%)	9.7%	$189.54	—	COM	67066G104
SGI	SOMNIGROUP INTERNATIONAL INC	187,368 (+14.2%)	$14.69M (+21.1%)	8.3%	$86.72	—	COM	88023U101
ORLY	OREILLY AUTOMOTIVE INC	217,928 (+6.5%)	$20.07M (+6.3%)	11.3%	$97.01	—	COM	67103H107
OSG	OCTAVE SPECIALTY GROUP INC	554,818 (+1.5%)	$3.462M (+36.2%)	1.9%	$6.11	—	COM NEW	023139884

Exited Positions (2)

BLDR BUILDERS FIRSTSOURCE INC 4.6%

Value $8.183M Shares 99,387 Est. Cost $113.07 Unrealized —

SNBR SLEEP NUMBER CORP 0.1%

Value $248K Shares 138,389 Est. Cost $6.51 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BLDR	BUILDERS FIRSTSOURCE INC	99,387	$8.183M	4.6%	$113.07	—	—	12008R107
SNBR	SLEEP NUMBER CORP	138,389	$248K	0.1%	$6.51	—	—	83125X103

Decreased Positions (2)

MUSA MURPHY USA INC 12.2%

Value $21.75M (-19.6%) Shares 40,371 (-26.3%) Est. Cost $384.92 Unrealized —

MSFT MICROSOFT CORP 4.8%

Value $8.554M (-4.7%) Shares 22,931 (-5.4%) Est. Cost $500.58 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MUSA	MURPHY USA INC	40,371 (-26.3%)	$21.75M (-19.6%)	12.2%	$384.92	—	COM	626755102
MSFT	MICROSOFT CORP	22,931 (-5.4%)	$8.554M (-4.7%)	4.8%	$500.58	—	COM	594918104

Unchanged Positions (6)

HEI/A HEICO CORP NEW 11.1%

Value $19.68M Shares 55,055 Est. Cost $247.49 Unrealized —

GOOGL ALPHABET INC 7.8%

Value $13.83M Shares 38,706 Est. Cost $291.87 Unrealized —

PGR PROGRESSIVE CORP 15.8%

Value $28.16M Shares 128,918 Est. Cost $212.04 Unrealized —

IESC IES HOLDINGS INC 3.5%

Value $6.252M Shares 8,510 Est. Cost $456.62 Unrealized —

AMZN AMAZON COM INC 6.6%

Value $11.75M Shares 49,318 Est. Cost $228.68 Unrealized —

TPL TEXAS PACIFIC LAND CORPORATI 3.5%

Value $6.275M Shares 14,338 Est. Cost $308.66 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HEI/A	HEICO CORP NEW	55,055	$19.68M	11.1%	$247.49	—	CL A	422806208
GOOGL	ALPHABET INC	38,706	$13.83M	7.8%	$291.87	—	CAP STK CL A	02079K305
PGR	PROGRESSIVE CORP	128,918	$28.16M	15.8%	$212.04	—	COM	743315103
IESC	IES HOLDINGS INC	8,510	$6.252M	3.5%	$456.62	—	COM	44951W106
AMZN	AMAZON COM INC	49,318	$11.75M	6.6%	$228.68	—	COM	023135106
TPL	TEXAS PACIFIC LAND CORPORATI	14,338	$6.275M	3.5%	$308.66	—	COM	88262P102