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The Analysis of RIHO Partners, LLC's Holdings & P&L

Currently, RIHO Partners, LLC holds 14 types of securities in its portfolio with a total value $157.4M. In the most recent quarter, they have increased their positions in IESC (+8.5K shares, valued at $4.1M), ORLY (+27.6K shares, valued at $2.5M), AMBC (+546.6K shares, valued at $2.5M); decreased their positions in MSFT (-15.3K shares, valued at $5.7M), NVDA (-4.7K shares, valued at $822.3K), SGI (-2.2K shares, valued at $165.1K); initiated new positions in IESC (+8.5K shares, valued at $4.1M), AMBC (+546.6K shares, valued at $2.5M).

1M P&L

+2.9M+1.87%

3M P&L

+2.2M+1.41%

HY P&L

+1.6M+1.03%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Specialty Retail27.0M

18.5%

2Insurance - Property & Casualty25.6M

17.5%

3Auto Parts18.9M

12.9%

Top Industries by Stock Count

1N/A2 stocks

15.4%

2Furnishings, Fixtures & Appliances2 stocks

15.4%

3Internet Retail1 stocks

7.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MUSA MURPHY USA INC54.7K shares5.63%2026-03-312026-05-15

PGR PROGRESSIVE CORP129.0K shares5.67%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC204.6K shares15.61%2026-03-312026-05-15

HEI.A HEICO CORP NEW55.2K shares4.38%2026-03-312026-05-15

NVDA NVIDIA CORPORATION65.3K shares-6.73%2026-03-312026-05-15

ALPHABET INC ALPHABET INC38.8K shares19.95%2026-03-312026-05-15

SGI SOMNIGROUP INTERNATIONAL INC142.5K shares-1.54%2026-03-312026-05-15

AMZN AMAZON COM INC49.4K shares5.67%2026-03-312026-05-15

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MSFT MICROSOFT CORP24.2K shares-38.68%2026-03-312026-05-15

BLDR BUILDERS FIRSTSOURCE INC99.4K shares15.52%2026-03-312026-05-15

TPL TEXAS PACIFIC LAND CORPORATI14.4K shares5.62%2026-03-312026-05-15

IESC IES HOLDINGS INC8.5K sharesnew addition2026-03-312026-05-15

AMBC OCTAVE SPECIALTY GROUP INC546.6K sharesnew addition2026-03-312026-05-15

SNBR SLEEP NUMBER CORP159.9K shares22.13%2026-03-312026-05-15

MURPHY USA INC

5.63%

Shares54.7K

Event2026-03-31

Filed2026-05-15

PROGRESSIVE CORP

5.67%

Shares129.0K

Event2026-03-31

Filed2026-05-15

OREILLY AUTOMOTIVE INC

15.61%

Shares204.6K

Event2026-03-31

Filed2026-05-15

HEICO CORP NEW

4.38%

Shares55.2K

Event2026-03-31

Filed2026-05-15

NVIDIA CORPORATION

-6.73%

Shares65.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

19.95%

Shares38.8K

Event2026-03-31

Filed2026-05-15

SOMNIGROUP INTERNATIONAL INC

-1.54%

Shares142.5K

Event2026-03-31

Filed2026-05-15

AMAZON COM INC

5.67%

Shares49.4K

Event2026-03-31

Filed2026-05-15

MICROSOFT CORP

-38.68%

Shares24.2K

Event2026-03-31

Filed2026-05-15

BUILDERS FIRSTSOURCE INC

15.52%

Shares99.4K

Event2026-03-31

Filed2026-05-15

TEXAS PACIFIC LAND CORPORATI

5.62%

Shares14.4K

Event2026-03-31

Filed2026-05-15

IES HOLDINGS INC

New

Shares8.5K

Event2026-03-31

Filed2026-05-15

OCTAVE SPECIALTY GROUP INC

New

Shares546.6K

Event2026-03-31

Filed2026-05-15

SLEEP NUMBER CORP

22.13%

Shares159.9K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

No call option holdings data available

Put Option Holdings

No put option holdings data available

No put option holdings data available

RIHO Partners, LLC Institutional Holdings, Portfolio & P&L — TradeFomo