RIHO Partners
RIHO Partners reported 14 stocks worth $178M in its 13F filing for Q2 2026, filed Aug 18, 2026. Its largest holdings are PGR (15.8%), MUSA (12.2%) and ORLY (11.3%). Compared with Q1 2026, the fund opened new positions in DRAM, added to ORLY, NVDA and SGI, trimmed MUSA, HEI.A and GOOGL and sold out of BLDR and SNBRQ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PGR Progressive Corp | $28.2M | 15.8% | 129K | No change | 3 of 3 | |
| 2 |  MUSA Murphy USA Inc | $21.8M | 12.2% | 40K | −14K (−26%) | 3 of 3 | |
| 3 |  ORLY O Reilly Automotive Inc | $20.1M | 11.3% | 218K | +13K (+7%) | 3 of 3 | |
| 4 |  HEI.A Heico Corp New | $19.7M | 11.1% | 55K | −191 (−0%) | 3 of 3 | |
| 5 |  NVDA Nvidia Corporation | $17.3M | 9.7% | 86K | +21K (+32%) | 3 of 3 | |
| 6 |  SGI Somnigroup International Inc | $14.7M | 8.3% | 187K | +23K (+14%) | 3 of 3 | |
| 7 |  GOOGL Alphabet Inc | $13.8M | 7.8% | 39K | −119 (−0%) | 3 of 3 | |
| 8 |  AMZN Amazon Com Inc | $11.8M | 6.6% | 49K | −53 (−0%) | 3 of 3 | |
| 9 |  MSFT Microsoft Corp | $8.6M | 4.8% | 23K | −1,309 (−5%) | 3 of 3 | |
| 10 |  TPL Texas Pacific Land C | $6.3M | 3.5% | 14K | −31 (−0%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 18, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →RIHO Partners 13F FAQ
What does RIHO Partners own?
RIHO Partners reported 14 stocks worth $178M in its 13F filing for Q2 2026, filed Aug 18, 2026. Its largest holdings are PGR (15.8%), MUSA (12.2%) and ORLY (11.3%). The table above lists every position in the filing (the top 10 without an account).
What did RIHO Partners buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 4 added to, 7 trimmed and 2 sold out. New positions include DRAM. It sold all of BLDR and SNBRQ.
When will RIHO Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is RIHO Partners's portfolio worth?
The Q2 2026 filing reports $178M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.