Holders — by stockHoldings — by fund
RIHO Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002112884
$177.7M
disclosed book value
14
positions
15.8%
largest position share
Positions, as of 2026-06-30
top 14 of 14 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | PGRPROGRESSIVE CORP | 128,918 | $28.2M | 15.8% |
| 2 | MUSAMURPHY USA INC | 40,371 | $21.8M | 12.2% |
| 3 | ORLYOREILLY AUTOMOTIVE INC | 217,928 | $20.1M | 11.3% |
| 4 | HEI/AHEICO CORP NEW | 55,055 | $19.7M | 11.1% |
| 5 | NVDANVIDIA CORPORATION | 86,461 | $17.3M | 9.7% |
| 6 | SGISOMNIGROUP INTERNATIONAL INC | 187,368 | $14.7M | 8.3% |
| 7 | GOOGLALPHABET INC | 38,706 | $13.8M | 7.8% |
| 8 | AMZNAMAZON COM INC | 49,318 | $11.8M | 6.6% |
| 9 | MSFTMICROSOFT CORP | 22,931 | $8.6M | 4.8% |
| 10 | TPLTEXAS PACIFIC LAND CORPORATI | 14,338 | $6.3M | 3.5% |
| 11 | IESCIES HOLDINGS INC | 8,510 | $6.3M | 3.5% |
| 12 | OSGOCTAVE SPECIALTY GROUP INC | 554,818 | $3.5M | 1.9% |
| 13 | DRAMROUNDHILL ETF TRUST | 45,888 | $3.4M | 1.9% |
| 14 | BLDTOPBUILD COR | 7,100 | $2.6M | 1.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.