Institutions / Orvieto Partners, L.P.
Orvieto Partners, L.P.
CIK 2052484 · Institution · as of Dec 31, 2025
Portfolio value
$120.28M
Positions
41
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 41 →
| Company | Value | % of portfolio |
|---|---|---|
| Brightstar Lottery PLC | $11.43M | 9.5% |
| Churchill Downs Inc | $8.53M | 7.1% |
| PENN Entertainment, Inc. | $8.19M | 6.8% |
| Kodiak Gas Services, Inc. | $6.86M | 5.7% |
| U Haul Holding Company | $6.40M | 5.3% |
| United Parks & Resorts Inc. | $6.06M | 5.0% |
| People Inc | $6.06M | 5.0% |
| Gaming and Leisure Properties Inc | $5.98M | 5.0% |
| Kimbell Royalty Partners, LPKRP | $5.62M | 4.7% |
| Wynn Resorts, Limited | $5.41M | 4.5% |
| MGM Resorts International | $4.20M | 3.5% |
| Vail Resorts Inc | $3.98M | 3.3% |
| SEADRILL Ltd | $3.44M | 2.9% |
| Boyd Gaming Corp | $3.41M | 2.8% |
| Las Vegas Sands Corp | $3.25M | 2.7% |
| Alliance Resource Partners LPARLP | $3.23M | 2.7% |
| Caesars Entertainment, Inc. | $2.59M | 2.2% |
| Hyatt Hotels Corp | $2.40M | 2.0% |
| Callaway Golf Co | $2.16M | 1.8% |
| Lyft, Inc. | $2.13M | 1.8% |
| Flutter Entertainment plc | $1.51M | 1.3% |
| New Royal Holdco I Inc. | $1.48M | 1.2% |
| Republic Airways Holdings Inc.RJET | $1.46M | 1.2% |
| Viking Holdings Ltd | $1.43M | 1.2% |
| Full House Resorts IncFLL | $1.32M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.