StockDriftsStockDriftsTop 13 Riho Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | 15.85% | 128.9K | $28.2M | -0.08%(-108) | $236.03(-9.32%) | 2026-06-30 | |
| MUSA | MURPHY USA INC | 12.24% | 40.4K | $21.8M | -26.26%(-14.38K) | $398.71(+44.55%) | 2026-06-30 | |
| ORLY | OREILLY AUTOMOTIVE INC | 11.29% | 217.9K | $20.1M | +6.54%(+13.38K) | $98.07(-7.26%) | 2026-06-30 | |
| HEI-A | HEICO CORP NEW | 11.07% | 55.1K | $19.7M | -0.35%(-191) | $252.36(+7.98%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 9.73% | 86.5K | $17.3M | +32.34%(+21.13K) | $185.58(+18.17%) | 2026-06-30 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 8.27% | 187.4K | $14.7M | +14.18%(+23.27K) | $84.66(-22.43%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 7.78% | 38.7K | $13.8M | -0.31%(-119) | $281.75(+22.65%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.61% | 49.3K | $11.8M | -0.11%(-53) | $224.89(+17.63%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.81% | 22.9K | $8.6M | -5.40%(-1.31K) | $500.79(-2.71%) | 2026-06-30 | |
| TPL | TEXAS PACIFIC LAND CORPORATI | 3.53% | 14.3K | $6.3M | -0.22%(-31) | $303.56(+21.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.57% |
| Top 20 Holdings Unweighted | — | — | — | — | -2.62% |
Riho Partners LLC reports $177.72M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are PGR (15.8%), MUSA (12.2%) and ORLY (11.3%). The top 20 holdings account for 98.09% of reported assets. Its disclosed equity book has returned +3.57% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Riho Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2112884). View Riho Partners LLC’s 13F filings on SEC