Holdings
Orvieto Partners, L.P.
As of Jun 30, 2026, Orvieto Partners, L.P. reported 38 positions worth US$123M. Largest: Churchill Downs, Incorporated, Penn Entertainment, Inc. and U-haul Holding Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Churchill Downs, Incorporated | 145K | US$13M | +49,420 | Jun 30, 2026 |
| Penn Entertainment, Inc. | 403K | US$8.62M | −240K | Jun 30, 2026 |
| U-haul Holding Company | 143K | US$8.27M | −2,057 | Jun 30, 2026 |
| Wynn Resorts, Limited | 82,000 | US$7.96M | +57,000 | Jun 30, 2026 |
| Vail Resorts, Inc. | 58,000 | US$7.9M | +18,000 | Jun 30, 2026 |
| Gaming And Leisure Properties, Inc. | 134K | US$5.96M | no change | Jun 30, 2026 |
| Hyatt Hotels Corporation | 30,000 | US$5.82M | no change | Jun 30, 2026 |
| Kimbell Royalty Partners | 398K | US$5.78M | no change | Jun 30, 2026 |
| United Parks & Resorts Inc. | 120K | US$5.73M | −57,000 | Jun 30, 2026 |
| Mgm Resorts International | 100K | US$4.78M | no change | Jun 30, 2026 |