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Orvieto Partners, L.P.

All holdings · as of Dec 31, 2025

41 positions

CompanyClassValueShares% of portfolio
Brightstar Lottery PLC—$11.43M738,5969.5%
Churchill Downs Inc—$8.53M75,0007.1%
PENN Entertainment, Inc.—$8.19M555,0006.8%
Kodiak Gas Services, Inc.—$6.86M183,4815.7%
U HAUL HOLDING COMPANY—$6.40M127,0005.3%
United Parks & Resorts Inc.—$6.06M167,0005.0%
People Inc—$6.06M155,0005.0%
Gaming and Leisure Properties Inc—$5.98M133,8745.0%
Kimbell Royalty Partners, LPKRPUnit$5.62M477,4934.7%
Wynn Resorts, Limited—$5.41M45,0004.5%
MGM Resorts International—$4.20M115,0003.5%
VAIL RESORTS INC—$3.98M30,0003.3%
SEADRILL Ltd—$3.44M99,5002.9%
BOYD GAMING CORP—$3.41M40,0002.8%
LAS VEGAS SANDS CORP—$3.25M50,0002.7%
ALLIANCE RESOURCE PARTNERS LPARLPMLP$3.23M139,0642.7%
Caesars Entertainment, Inc.—$2.59M110,8472.2%
Hyatt Hotels Corp—$2.40M15,0002.0%
Callaway Golf Co—$2.16M185,0001.8%
Lyft, Inc.—$2.13M110,0001.8%
Flutter Entertainment plc—$1.51M7,0001.3%
NEW ROYAL HOLDCO I INC.—$1.48M54,4851.2%
REPUBLIC AIRWAYS HOLDINGS INC.RJETCommon Stock$1.46M79,5001.2%
VIKING HOLDINGS LTD—$1.43M20,0001.2%
FULL HOUSE RESORTS INCFLLCommon Stock$1.32M507,4771.1%
Cinemark Holdings Inc—$1.16M50,0001.0%
EchoStar CORP—$1.09M10,0000.9%
Norwegian Cruise Line Holdings Ltd.—$1.00M45,0000.8%
ISHARES BITCOIN TRUST ETF—$993.0K20,0000.8%
Match Group, Inc.—$968.7K30,0000.8%
Atlas Energy Solutions Inc.—$942.0K100,0000.8%
Braemar Hotels & Resorts Inc.—$939.9K327,5020.8%
Accel Entertainment, Inc.ACELCommon Stock$873.4K76,5460.7%
Madison Square Garden Sports Corp.—$844.5K3,2650.7%
WYNDHAM HOTELS & RESORTS, INC.—$755.6K10,0000.6%
TALOS ENERGY INC.—$461.7K41,9000.4%
California Resources Corp—$447.1K10,0000.4%
Uber Technologies, Inc—$408.6K5,0000.3%
CarMax Inc—$386.4K10,0000.3%
Galiano Gold Inc.—$253.0K100,0000.2%
LINDBLAD EXPEDITIONS HOLDINGS, INC.LINDCommon Stock$198.7K13,7800.2%
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