RIHO Partners, LLC reported 14 holdings worth US$17.8M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 18, 2026
RIHO Partners, LLC reported 14 holdings worth US$17.8M as of Jun 30, 2026. Largest: Progressive Corporation (the), Murphy Usa Inc. and O'reilly Automotive, Inc. Filed Aug 18, 2026 (Form 13F).
- Holdings
- 14
- Value as reported
- US$17.8M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Progressive Corporation (the) | 129K | US$28.2M | 158.5% |
| Murphy Usa Inc. | 40,371 | US$21.8M | 122.4% |
| O'reilly Automotive, Inc. | 218K | US$20.1M | 112.9% |
| Heico Corporation | 55,055 | US$19.7M | 110.7% |
| Nvidia Corporation | 86,461 | US$17.3M | 97.3% |
| Somnigroup International Inc. | 187K | US$14.7M | 82.7% |
| Alphabet Inc (google) Class C | 38,706 | US$13.8M | 77.8% |
| Amazon.com, Inc. | 49,318 | US$11.8M | 66.1% |
| Microsoft Corp. | 22,931 | US$8.55M | 48.1% |
| Texas Pacific Land Corporation | 14,338 | US$6.27M | 35.3% |
| Ies Holdings, Inc. | 8,510 | US$6.25M | 35.2% |
| Octave Specialty Group, Inc. | 555K | US$3.46M | 19.5% |
| Topbuild Corp. | 7,100 | US$2.55M | 14.4% |