RIHO Partners, LLC holds a focused book of 14 stocks worth $159.0M as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened Ies Holdings Inc and trimmed Nvidia Corp. Their largest long position is Murphy USA Inc at 17% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2112884/holdings"
Use Arkolith to show RIHO Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Murphy USA Inc COM | $27.0M | 54.7K | 17.0% | ▲+5.6% Added · +3K sh | |
| 2 | Progressive Corp COM | $25.6M | 129.0K | 16.1% | ▲+5.7% Added · +7K sh | |
| 3 | Oreilly Automotive Inc COM | $18.9M | 204.6K | 11.9% | ▲+16% Added · +28K sh | |
| 4 | Somnigroup International Inc COM | $12.1M | 164.1K | 7.6% | ▲+13% Added · +19K sh | |
| 5 | Heico Corp New CL A | $11.7M | 55.2K | 7.3% | ▲+4.4% Added · +2K sh | |
| 6 | Nvidia Corporation COM | $11.4M | 65.3K | 7.2% | ▼−6.7% Reduced · −5K sh | |
| 7 | Alphabet Inc CAP STK CL A | $11.2M | 38.8K | 7.0% | ▲+20% Added · +6K sh | |
| 8 | Amazon Com Inc COM | $10.3M | 49.4K | 6.5% | ▲+5.7% Added · +3K sh | |
| 9 | Microsoft Corp COM | $9.0M | 24.2K | 5.6% | ▼−39% Reduced · −15K sh | |
| 10 | Builders Firstsource Inc COM | $8.2M | 99.4K | 5.1% | ▲+16% Added · +13K sh | |
| 11 | Texas Pacific Land Corporati COM | $6.8M | 14.4K | 4.3% | ▲+5.6% Added · +764 sh | |
| 12 | Ies Holdings Inc COM | $4.1M | 8.5K | 2.6% | ▲New New position | |
| 13 | Octave Specialty Group Inc COM NEW | $2.5M | 546.6K | 1.6% | ▲New New position | |
| 14 | Sleep Number Corp COM | $248K | 138.4K | 0.2% | ▲+5.7% Added · +7K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 14 | $159.0M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | May 11, 2026 | 12 | $158.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.