Investor
RIHO Partners, LLC
CIK 0002112884 · filed 2026-05-18 · SEC filing
13F book
$159M
Positions
14
2 new · 0 sold
Largest name
17.0%
Murphy USA Inc. · MUSA
Est. mark
−$8.64M
Price effect on 12 names still held. Flow $9.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Murphy USA Inc. | MUSA | 54.7K | $27M | 17.0% | $4.69M | Added$6.13M |
| Progressive Corp | — | 129K | $25.6M | 16.1% | −$3.6M | Added−$2.23M |
| Oreilly Automotive Inc | — | 204.6K | $18.9M | 11.9% | $194.6K | Added$2.74M |
| Somnigroup International Inc. | SGI | 164.1K | $12.1M | 7.6% | −$2.22M | Added−$796K |
| Heico Corp New | — | 55.2K | $11.7M | 7.3% | −$2.19M | Added−$1.7M |
| Nvidia Corp | NVDA | 65.3K | $11.4M | 7.2% | −$790.5K | Cut−$1.67M |
| Alphabet Inc | — | 38.8K | $11.2M | 7.0% | −$823.4K | Added$1.03M |
| Amazon Com Inc | AMZN | 49.4K | $10.3M | 6.5% | −$1.05M | Added−$501.6K |
| Microsoft Corp | MSFT | 24.2K | $8.97M | 5.6% | −$2.75M | Cut−$10.1M |
| Builders FirstSource, Inc. | BLDR | 99.4K | $8.18M | 5.1% | −$1.77M | Added−$669.9K |
| Texas Pacific Land Corporati | — | 14.4K | $6.82M | 4.3% | $2.55M | Added$2.91M |
| Ies Hldgs Inc | IESC | 8.54K | $4.07M | 2.6% | — | New |
| Octave Specialty Group Inc | OSG | 546.6K | $2.54M | 1.6% | — | New |
| Sleep Number Corp | SNBRQ | 138.4K | $248.4K | 0.2% | −$872.8K | Added−$859.5K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.