Orvieto Partners, L.P.
44 holdingsFiling period: 2026-03-31Current AUM: $128.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PENN | PENN ENTERTAINMENT INC | 643.4K | $9.7M | $13.2M | 10.29% | +13.4K | 2026-03-31 |
| 2 | — | BRIGHTSTAR LOTTERY PLC | 753.6K | $9.6M | $9.6M | 7.48% | +15.0K | 2026-03-31 |
| 3 | CHDN | CHURCHILL DOWNS INC | 95.7K | $8.6M | $8.1M | 6.29% | +20.7K | 2026-03-31 |
| 4 | IAC | IAC INC | 170.0K | $6.8M | $6.8M | 5.30% | +15.0K | 2026-03-31 |
| 5 | GLPI | GAMING & LEISURE P | 133.9K | $5.9M | $6.0M | 4.67% | -- | 2026-03-31 |
| 6 | PRKS | UNITED PARKS & RESORTS INC | 177.0K | $5.8M | $7.9M | 6.16% | +10.0K | 2026-03-31 |
| 7 | KRP | KIMBELL RTY PARTNERS LP | 397.6K | $5.8M | $6.0M | 4.64% | -79,939 | 2026-03-31 |
| 8 | MTN | VAIL RESORTS INC | 40.0K | $5.1M | $6.0M | 4.66% | +10.0K | 2026-03-31 |
| 9 | H | HYATT HOTELS CORP | 30.0K | $4.3M | $5.2M | 4.07% | +15.0K | 2026-03-31 |
| 10 | CZR | CAESARS ENTERTAINMENT INC NE | 157.1K | $4.2M | $4.7M | 3.64% | -3,736 | 2026-03-31 |
| 11 | ARLP | ALLIANCE RESOURCE PARTNERS L | 149.1K | $4.1M | $3.9M | 3.01% | +10.0K | 2026-03-31 |
| 12 | UHAL | U HAUL HOLDING COMPANY | 79.2K | $3.8M | $5.6M | 4.38% | -47,797 | 2026-03-31 |
| 13 | MGM | MGM RESORTS INTERNATIONAL | 100.0K | $3.7M | $4.5M | 3.47% | -15,000 | 2026-03-31 |
| 14 | WH | WYNDHAM HOTELS & RESORTS INC | 35.0K | $2.8M | $2.6M | 2.04% | +25.0K | 2026-03-31 |
| 15 | KGS | KODIAK GAS SVCS INC | 48.0K | $2.8M | $2.8M | 2.20% | -135,500 | 2026-03-31 |
| 16 | UHAL/B | U HAUL HOLDING COMPANY | 60.6K | $2.7M | $2.7M | 2.11% | -- | 2026-03-31 |
| 17 | RRR | RED ROCK RESORTS INC | 50.0K | $2.7M | $3.2M | 2.51% | -- | 2026-03-31 |
| 18 | WYNN | WYNN RESORTS LTD | 25.0K | $2.5M | $2.5M | 1.93% | -20,000 | 2026-03-31 |
| 19 | — | SEADRILL LTD | 55.0K | $2.5M | $2.5M | 1.95% | -44,500 | 2026-03-31 |
| 20 | RJET | REPUBLIC AWYS HLDGS INC | 117.0K | $2.1M | $2.4M | 1.88% | +37.5K | 2026-03-31 |
| 21 | AESI | ATLAS ENERGY SOLUTIONS INC | 130.0K | $1.7M | $1.4M | 1.09% | +30.0K | 2026-03-31 |
| 22 | FLL | FULL HSE RESORTS INC | 714.9K | $1.6M | $1.6M | 1.23% | +207.4K | 2026-03-31 |
| 23 | — | NORWEGIAN CRUISE LINE HLDGS | 80.0K | $1.5M | $1.5M | 1.17% | +35.0K | 2026-03-31 |
| 24 | — | VIKING HOLDINGS LTD | 20.0K | $1.5M | $1.5M | 1.14% | -- | 2026-03-31 |
| 25 | LYFT | LYFT INC | 110.0K | $1.5M | $1.7M | 1.36% | -- | 2026-03-31 |
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