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Orvieto Partners, L.P. 13F holdings

Filed 2026-08-13 · Orvieto Partners, L.P. · 46 positions · $153.6M

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TickerCompanySharesValue% of portfolio
CHDNCHURCHILL DOWNS INC145.1K$13.0M8.5%
—BRIGHTSTAR LOTTERY PLC837.8K$9.0M5.8%
PENNPENN ENTERTAINMENT INC403.4K$8.6M5.6%
WYNNWYNN RESORTS LTD82.0K$8.0M5.2%
MTNVAIL RESORTS INC58.0K$7.9M5.1%
SPYSTATE STR SPDR S&P 500 ETF T10.0K$7.5M4.9%
QQQINVESCO QQQ TR10.0K$7.4M4.8%
GLPIGAMING & LEISURE P133.9K$6.0M3.9%
HHYATT HOTELS CORP30.0K$5.8M3.8%
KRPKIMBELL RTY PARTNERS LP397.6K$5.8M3.8%
PRKSUNITED PARKS & RESORTS INC120.0K$5.7M3.7%
UHALU HAUL HOLDING COMPANY84.9K$4.9M3.2%
MGMMGM RESORTS INTERNATIONAL100.0K$4.8M3.1%
PPLIPEOPLE INC95.0K$4.4M2.9%
WHWYNDHAM HOTELS & RESORTS INC50.0K$4.2M2.7%
CZRCAESARS ENTERTAINMENT INC NE135.0K$4.1M2.7%
RRRRED ROCK RESORTS INC55.0K$3.6M2.3%
ARLPALLIANCE RESOURCE PARTNERS L149.1K$3.6M2.3%
UHALU HAUL HOLDING COMPANY51.4K$3.4M2.2%
USOUNITED STS OIL FD LP30.0K$3.2M2.1%
IWMISHARES TR10.0K$3.0M2.0%
AESIATLAS ENERGY SOLUTIONS INC170.0K$2.8M1.8%
NCLHNORWEGIAN CRUISE LINE HLDGS100.0K$2.1M1.4%
KGSKODIAK GAS SVCS INC28.0K$2.1M1.4%
—VIKING HOLDINGS LTD20.0K$2.1M1.4%
ACELACCEL ENTERTAINMENT INC158.8K$2.0M1.3%
FLLFULL HSE RESORTS INC714.9K$2.0M1.3%
RJETREPUBLIC AWYS HLDGS INC82.6K$1.7M1.1%
FUNSIX FLAGS ENTERTAINMENT CORP80.0K$1.7M1.1%
PSUSPERSHING SQUARE USA LTD40.0K$1.5M1.0%
MSGSMADISON SQUARE GRDN SPRT COR3.3K$1.3M0.9%
VICIVICI PPTYS INC49.1K$1.3M0.8%
PTONPELOTON INTERACTIVE INC205.0K$1.2M0.8%
—NINE ENERGY SERVICE INC80.6K$1.0M0.7%
—SEADRILL LTD25.0K$945,5000.6%
BYDBOYD GAMING CORP10.0K$883,3000.6%
WHKWHITEHAWK MINERALS CORP30.0K$834,6000.5%
KMXCARMAX INC15.0K$793,3500.5%
UBERUBER TECHNOLOGIES INC10.0K$721,6000.5%
—BRAEMAR HOTELS & RESORTS INC50.0K$694,0000.5%
IBITISHARES BITCOIN TRUST ETF20.0K$665,8000.4%
CRCCALIFORNIA RES CORP10.0K$528,7000.3%
LVSLAS VEGAS SANDS CORP10.0K$461,9000.3%
BHRBRAEMAR HOTELS & RESORTS INC99.4K$214,6610.1%
GAUGALIANO GOLD INC100.0K$187,0000.1%
TALOTALOS ENERGY INC10.0K$129,1000.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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