Orvieto Partners, L.P.
Orvieto Partners, L.P. reported 46 holdings worth US$154M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Orvieto Partners, L.P. reported 46 holdings worth US$154M as of Jun 30, 2026. Largest: Churchill Downs, Incorporated, Penn Entertainment, Inc. and U-haul Holding Company. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 46
- Value as reported
- US$154M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Churchill Downs, Incorporated | 145K | US$13M | 8.5% |
| Penn Entertainment, Inc. | 403K | US$8.62M | 5.6% |
| U-haul Holding Company | 143K | US$8.27M | 5.4% |
| Wynn Resorts, Limited | 82,000 | US$7.96M | 5.2% |
| Vail Resorts, Inc. | 58,000 | US$7.9M | 5.1% |
| Gaming And Leisure Properties, Inc. | 134K | US$5.96M | 3.9% |
| Hyatt Hotels Corporation | 30,000 | US$5.82M | 3.8% |
| Kimbell Royalty Partners | 398K | US$5.78M | 3.8% |
| United Parks & Resorts Inc. | 120K | US$5.73M | 3.7% |
| Mgm Resorts International | 100K | US$4.78M | 3.1% |
| Iac Inc. | 95,000 | US$4.39M | 2.9% |
| Wyndham Hotels & Resorts, Inc. | 50,000 | US$4.21M | 2.7% |
| Caesars Entertainment, Inc. | 135K | US$4.07M | 2.7% |
| Red Rock Resorts, Inc. | 55,000 | US$3.58M | 2.3% |
| Alliance Resource Partners, L.p. | 149K | US$3.57M | 2.3% |
| Atlas Energy Solutions Inc. | 170K | US$2.82M | 1.8% |
| Norwegian Cruise Line Holdings Ltd. | 100K | US$2.11M | 1.4% |
| Kodiak Gas Services, Inc. | 27,981 | US$2.1M | 1.4% |
| Viking Holdings Ltd | 20,000 | US$2.09M | 1.4% |
| Accel Entertainment, Inc. | 159K | US$2M | 1.3% |
| Full House Resorts, Inc. | 715K | US$1.99M | 1.3% |
| Republic Airways Holdings Inc. | 82,602 | US$1.74M | 1.1% |
| Six Flags Entertainment Corporation | 80,000 | US$1.7M | 1.1% |
| Pershing Square Usa, Ltd. | 40,000 | US$1.5M | 0.97% |
| Madison Square Garden Sports Corp. | 3,265 | US$1.31M | 0.85% |
| Vici Properties Inc. | 49,145 | US$1.3M | 0.85% |
| Peloton Interactive, Inc. | 205K | US$1.21M | 0.79% |
| Nine Energy Service, Inc. | 80,559 | US$1.05M | 0.68% |
| Seadrill Limited | 25,000 | US$946K | 0.62% |
| Braemar Hotels & Resorts Inc. | 418K | US$909K | 0.59% |
| Boyd Gaming Corporation | 10,000 | US$883K | 0.57% |
| Whitehawk Minerals Corp | 30,000 | US$835K | 0.54% |
| Carmax Inc | 15,000 | US$793K | 0.52% |
| Uber Technologies, Inc. | 10,000 | US$722K | 0.47% |
| California Resources Corporation | 10,000 | US$529K | 0.34% |
| Las Vegas Sands Corp. | 10,000 | US$462K | 0.30% |
| Galiano Gold, Inc. | 100K | US$187K | 0.12% |
| Talos Energy, Inc. | 10,000 | US$129K | 0.08% |
| Lyft, Inc. | 0 | US$0 | 0.00% |
| Match Group, Inc. | 0 | US$0 | 0.00% |
| Callaway Golf Company | 0 | US$0 | 0.00% |
| Echostar Corporation | 0 | US$0 | 0.00% |
| Hertz Global Holdings, Inc | 0 | US$0 | 0.00% |
| Lindblad Expeditions Holdings Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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