Holdings of RIHO Partners, LLC
14 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 91.3 % of the equity sleeve
Sector breakdown
- Consumer discretionary 18.5 %
- Financials 16.2 %
- Industrials 14.1 %
- Technology 12.9 %
- Communication 7.1 %
- Unattributed 31.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 14 | 157.4M $ | 100.00 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Murphy USA Inc | 54,746 | 27M $ | |
| Progressive Corp/The | 129,026 | 25.6M $ | |
| O'Reilly Automotive Inc | 204,552 | 18.9M $ | |
| HEICO Corp | 55,246 | 11.7M $ | |
| NVIDIA Corp | 65,334 | 11.4M $ | |
| Alphabet Inc | 38,825 | 11.2M $ | |
| Somnigroup International Inc | 142,549 | 10.5M $ | |
| Amazon.com Inc | 49,371 | 10.3M $ | |
| Microsoft Corp | 24,240 | 9M $ | |
| Builders FirstSource Inc | 99,387 | 8.2M $ | |
| Texas Pacific Land Corp | 14,369 | 6.8M $ | |
| IES Holdings Inc | 8,540 | 4.1M $ | |
| Octave Specialty Group Inc | 546,569 | 2.5M $ | |
| Sleep Number Corp | 159,939 | 287.1K $ |