RP

RIHO Partners, LLC

Momentum followerQuality / disciplined sizingSector-focused

Total reported value

$159.0M

Reporting period: 2026-03-31 · Number of holdings: 14

RIHO Partners, LLC disclosed 14 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $159.0M and a quarterly turnover rate of 24.0%.

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Personality snowflake

Concentration
41.19
Portfolio Stability
23.97
Momentum/Contrarian
100
Sector conviction
85.83
Diversification
28
Sizing Uniformity
93.1

Recent moves

  • Trim MSFT

    -38.7%　-$10.1M

  • Add MUSA

    +5.6%　$6.1M

  • Add TPL

    +5.6%　$2.9M

  • Add ORLY

    +15.6%　$2.7M

  • Trim PGR

    +5.7%　-$2.2M

  • Trim HEI-A

    +4.4%　-$1.7M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1MUSAMurphy USA INCStock-Consumer Disc17.01%+3.78%+5.63%
2PGRProgressive CORPStock-Financials16.09%-1.50%+5.67%
3ORLYO'reilly Automotive INCStock-Consumer Disc11.88%+1.67%+15.61%
4SGISomnigroup International INCStock-Consumer Disc7.63%-0.55%+13.34%
5HEI-AHeico Corp-class AStock-Other7.34%-1.11%+4.38%
6NVDANvidia CORPStock-Tech7.17%-1.09%-6.73%
7GOOGLAlphabet Inc-cl AStock-Comm Services7.02%+0.61%+19.95%
8AMZNAmazon.com INCStock-Consumer Disc6.47%-0.35%+5.67%
9MSFTMicrosoft CORPStock-Tech5.64%-6.45%-38.68%
10BLDRBuilders Firstsource INCStock-Industrials5.15%-0.45%+15.52%
11TPLTexas Pacific Land CORPStock-Energy4.29%+1.82%+5.62%
12IESCIes Holdings INCStock-Industrials2.56%+2.56%NEW
13OSGOctave Specialty Group INCStock-Other1.60%+1.60%NEW
14SNBRQSleep Number CORPStock-Other0.16%-0.54%+5.68%

Holding changes this quarter

RIHO Partners, LLC's most significant position changes for 2026-03-31: New buy: Ies Holdings INC (IESC); New buy: Octave Specialty Group INC (OSG); Trim: Microsoft CORP (MSFT) — shares -38.68%; Add: Murphy USA INC (MUSA) — shares +5.63%; Add: Texas Pacific Land CORP (TPL) — shares +5.62%.

Position changes disclosed by RIHO Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1MUSAMurphy USA INC+3.8%+5.63%Add
2TPLTexas Pacific Land CORP+1.8%+5.62%Add
3ORLYO'reilly Automotive INC+1.7%+15.61%Add
4GOOGLAlphabet Inc-cl A+0.6%+19.95%Add
5AMZNAmazon.com INC-0.4%+5.67%Add
6BLDRBuilders Firstsource INC-0.5%+15.52%Add
7SNBRQSleep Number CORP-0.5%+5.68%Add
8SGISomnigroup International INC-0.6%+13.34%Add
9NVDANvidia CORP-1.1%-6.73%Trim
10HEI-AHeico Corp-class A-1.1%+4.38%Add
11PGRProgressive CORP-1.5%+5.67%Add
12MSFTMicrosoft CORP-6.5%-38.68%Trim
13IESCIes Holdings INC—NEWNew buy
14OSGOctave Specialty Group INC—NEWNew buy

FAQ

What is RIHO Partners, LLC and what type of investor is it?
RIHO Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $159.0M, spread across 14 disclosed positions.
What are RIHO Partners, LLC's largest equity positions?
Based on the latest 13F filing, RIHO Partners, LLC's top holdings by market value are: 1. Murphy USA INC (MUSA) — $27.0M (17.0%) 2. Progressive CORP (PGR) — $25.6M (16.1%) 3. O'reilly Automotive INC (ORLY) — $18.9M (11.9%) 4. Somnigroup International INC (SGI) — $12.1M (7.6%) 5. Heico Corp-class A (HEI-A) — $11.7M (7.3%)
What changes did RIHO Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, RIHO Partners, LLC made 14 notable position adjustments: 2 new positions were initiated, 10 existing holdings were added to, 2 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Ies Holdings INC (IESC); New buy: Octave Specialty Group INC (OSG); Trim: Microsoft CORP (MSFT) — shares -38.68%; Add: Murphy USA INC (MUSA) — shares +5.63%; Add: Texas Pacific Land CORP (TPL) — shares +5.62%
What sectors does RIHO Partners, LLC focus on?
RIHO Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 38.0% • Information Technology: 30.2% • Communication Services: 16.6% • Consumer Discretionary: 15.3%

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