RIHO Partners, LLC: 13F holdings
CIK 21128842026Q2
| Positions | 14 |
|---|
| Reported value | $177.7m |
|---|
| Filed | 2026-08-18 |
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Change since last quarter
| Positions | 14 (+0 vs prior quarter) |
|---|
| Reported value | $177.7m (+11.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PGR PROGRESSIVE CORP | 128,918 | $28.2m | 15.8% |
| MUSA MURPHY USA INC | 40,371 | $21.8m | 12.2% |
| ORLY OREILLY AUTOMOTIVE INC | 217,928 | $20.1m | 11.3% |
| HEI.A HEICO CORP NEW | 55,055 | $19.7m | 11.1% |
| NVDA NVIDIA CORPORATION | 86,461 | $17.3m | 9.7% |
| SGI SOMNIGROUP INTERNATIONAL INC | 187,368 | $14.7m | 8.3% |
| GOOGL ALPHABET INC | 38,706 | $13.8m | 7.8% |
| AMZN AMAZON COM INC | 49,318 | $11.8m | 6.6% |
| MSFT MICROSOFT CORP | 22,931 | $8.6m | 4.8% |
| TPL TEXAS PACIFIC LAND CORPORATI | 14,338 | $6.3m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2112884")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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