CIK 2052484
Orvieto Partners, L.P.
Institutional 13F holdings & portfolio
Holdings
42
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–42 of 42
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRSL | BRIGHTSTAR LOTTERY PLC | 739K | $1M+ | SH |
| CHDN | CHURCHILL DOWNS INC | 75K | $1M+ | SH |
| PENN | PENN ENTERTAINMENT INC | 555K | $1M+ | SH |
| KGS | KODIAK GAS SVCS INC | 183K | $1M+ | SH |
| UHAL | U HAUL HOLDING COMPANY | 127K | $1M+ | SH |
| PRKS | UNITED PARKS & RESORTS INC | 167K | $1M+ | SH |
| IAC | IAC INC | 155K | $1M+ | SH |
| GLPI | GAMING & LEISURE PPTYS INC | 134K | $1M+ | SH |
| KRP | KIMBELL RTY PARTNERS LP | 477K | $1M+ | SH |
| WYNN | WYNN RESORTS LTD | 45K | $1M+ | SH |
| MGM | MGM RESORTS INTERNATIONAL | 115K | $1M+ | SH |
| MTN | VAIL RESORTS INC | 30K | $1M+ | SH |
| SDRL | SEADRILL LTD | 100K | $1M+ | SH |
| BYD | BOYD GAMING CORP | 40K | $1M+ | SH |
| LVS | LAS VEGAS SANDS CORP | 50K | $1M+ | SH |
| ARLP | ALLIANCE RESOURCE PARTNERS L | 139K | $1M+ | SH |
| CZR | CAESARS ENTERTAINMENT INC NE | 111K | $1M+ | SH |
| H | HYATT HOTELS CORP | 15K | $1M+ | SH |
| CALY | TOPGOLF CALLAWAY BRANDS CORP | 185K | $1M+ | SH |
| LYFT | LYFT INC | 110K | $1M+ | SH |
| FLUT | FLUTTER ENTMT PLC | 7K | $1M+ | SH |
| GDEN | GOLDEN ENTMT INC | 54K | $1M+ | SH |
| RJET | REPUBLIC AWYS HLDGS INC | 80K | $1M+ | SH |
| VIK | VIKING HOLDINGS LTD | 20K | $1M+ | SH |
| FLL | FULL HSE RESORTS INC | 507K | $1M+ | SH |
| CNK | CINEMARK HLDGS INC | 50K | $1M+ | SH |
| SATS | ECHOSTAR CORP | 10K | $1M+ | SH |
| FUN | SIX FLAGS ENTERTAINMENT CORP | 70K | $1M+ | SH (Call) |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | 45K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 20K | $500K+ | SH |
| MTCH | MATCH GROUP INC NEW | 30K | $500K+ | SH |
| AESI | ATLAS ENERGY SOLUTIONS INC | 100K | $500K+ | SH |
| BHR | BRAEMAR HOTELS & RESORTS INC | 328K | $500K+ | SH |
| ACEL | ACCEL ENTERTAINMENT INC | 77K | $500K+ | SH |
| MSGS | MADISON SQUARE GRDN SPRT COR | 3K | $500K+ | SH |
| WH | WYNDHAM HOTELS & RESORTS INC | 10K | $500K+ | SH |
| TALO | TALOS ENERGY INC | 42K | $100K–$500K | SH |
| CRC | CALIFORNIA RES CORP | 10K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 5K | $100K–$500K | SH |
| KMX | CARMAX INC | 10K | $100K–$500K | SH |
| GAU | GALIANO GOLD INC | 100K | $100K–$500K | SH |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | 14K | $100K–$500K | SH |