Orvieto Partners, L.P.
46 holdingsFiling period: 2026-06-30Current AUM: $141.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CHDN | Churchill Downs Inc | 145.1K | $13.0M | $13.2M | 9.36% | +49.4K | 2026-06-30 |
| 2 | — | Brightstar Lottery PLC | 837.8K | $9.0M | $9.0M | 6.35% | +84.2K | 2026-06-30 |
| 3 | PENN | Penn Entertainment Inc | 403.4K | $8.6M | $6.2M | 4.38% | -240,000 | 2026-06-30 |
| 4 | WYNN | Wynn Resorts Ltd | 82.0K | $8.0M | $6.1M | 4.31% | +57.0K | 2026-06-30 |
| 5 | MTN | Vail Resorts Inc | 58.0K | $7.9M | $9.0M | 6.34% | +18.0K | 2026-06-30 |
| 6 | SPY | State Str Spdr S&P 500 ETF T | 10.0K | $7.5M | $7.7M | 5.44% | -- | 2026-06-30 |
| 7 | QQQ | Invesco Qqq TR | 10.0K | $7.4M | $7.2M | 5.06% | -- | 2026-06-30 |
| 8 | GLPI | Gaming & Leisure P | 133.9K | $6.0M | $5.3M | 3.74% | -- | 2026-06-30 |
| 9 | H | Hyatt Hotels Corp | 30.0K | $5.8M | $5.5M | 3.91% | -- | 2026-06-30 |
| 10 | KRP | Kimbell Rty Partners LP | 397.6K | $5.8M | $6.7M | 4.75% | -- | 2026-06-30 |
| 11 | PRKS | United Parks & Resorts Inc | 120.0K | $5.7M | $3.8M | 2.68% | -57,000 | 2026-06-30 |
| 12 | UHAL/B | U Haul Holding Company | 84.9K | $4.9M | $4.9M | 3.47% | +24.3K | 2026-06-30 |
| 13 | MGM | Mgm Resorts International | 100.0K | $4.8M | $2.9M | 2.04% | -- | 2026-06-30 |
| 14 | IAC | People Inc | 95.0K | $4.4M | $4.4M | 3.10% | -75,000 | 2026-06-30 |
| 15 | WH | Wyndham Hotels & Resorts Inc | 50.0K | $4.2M | $3.8M | 2.72% | +15.0K | 2026-06-30 |
| 16 | CZR | Caesars Entertainment Inc NE | 135.0K | $4.1M | $3.9M | 2.78% | -22,111 | 2026-06-30 |
| 17 | RRR | Red Rock Resorts Inc | 55.0K | $3.6M | $2.7M | 1.91% | +5.0K | 2026-06-30 |
| 18 | ARLP | Alliance Resource Partners L | 149.1K | $3.6M | $4.0M | 2.84% | -- | 2026-06-30 |
| 19 | UHAL | U Haul Holding Company | 51.4K | $3.4M | $2.9M | 2.07% | -27,785 | 2026-06-30 |
| 20 | USO | United Sts Oil FD LP | 30.0K | $3.2M | $5.0M | 3.57% | -- | 2026-06-30 |
| 21 | IWM | iShares TR | 10.0K | $3.0M | $2.8M | 2.01% | -- | 2026-06-30 |
| 22 | AESI | Atlas Energy Solutions Inc | 170.0K | $2.8M | $1.6M | 1.11% | +40.0K | 2026-06-30 |
| 23 | — | Norwegian Cruise Line Hldgs | 100.0K | $2.1M | $2.1M | 1.49% | +20.0K | 2026-06-30 |
| 24 | KGS | Kodiak Gas Svcs Inc | 28.0K | $2.1M | $1.3M | 0.95% | -20,000 | 2026-06-30 |
| 25 | — | Viking Holdings Ltd | 20.0K | $2.1M | $2.1M | 1.48% | -- | 2026-06-30 |
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