Holders — by stockHoldings — by fund
Orvieto Partners, L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002052484
$153.6M
disclosed book value
46
positions
8.5%
largest position share
Positions, as of 2026-06-30
top 46 of 46 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CHDNCHURCHILL DOWNS INC | 145,120 | $13.0M | 8.5% |
| 2 | BRSLBRIGHTSTAR LOTTERY PLC | 837,820 | $9.0M | 5.8% |
| 3 | PENNPENN ENTERTAINMENT INC | 403,400 | $8.6M | 5.6% |
| 4 | WYNNWYNN RESORTS LTD | 82,000 | $8.0M | 5.2% |
| 5 | MTNVAIL RESORTS INC | 58,000 | $7.9M | 5.1% |
| 6 | SPYSTATE STR SPDR S&P 500 ETF TPUT | 10,000 | $7.5M | 4.9% |
| 7 | QQQINVESCO QQQ TRPUT | 10,000 | $7.4M | 4.8% |
| 8 | GLPIGAMING & LEISURE P | 133,874 | $6.0M | 3.9% |
| 9 | HHYATT HOTELS CORP | 30,000 | $5.8M | 3.8% |
| 10 | KRPKIMBELL RTY PARTNERS LP | 397,554 | $5.8M | 3.8% |
| 11 | PRKSUNITED PARKS & RESORTS INC | 120,000 | $5.7M | 3.7% |
| 12 | UHAL/BU HAUL HOLDING COMPANY | 84,944 | $4.9M | 3.2% |
| 13 | MGMMGM RESORTS INTERNATIONAL | 100,000 | $4.8M | 3.1% |
| 14 | PPLIPEOPLE INC | 95,000 | $4.4M | 2.9% |
| 15 | WHWYNDHAM HOTELS & RESORTS INC | 50,000 | $4.2M | 2.7% |
| 16 | CZRCAESARS ENTERTAINMENT INC NE | 135,000 | $4.1M | 2.7% |
| 17 | RRRRED ROCK RESORTS INC | 55,000 | $3.6M | 2.3% |
| 18 | ARLPALLIANCE RESOURCE PARTNERS L | 149,064 | $3.6M | 2.3% |
| 19 | UHALU HAUL HOLDING COMPANY | 51,418 | $3.4M | 2.2% |
| 20 | USOUNITED STS OIL FD LPPUT | 30,000 | $3.2M | 2.1% |
| 21 | IWMISHARES TRPUT | 10,000 | $3.0M | 2% |
| 22 | AESIATLAS ENERGY SOLUTIONS INC | 170,000 | $2.8M | 1.8% |
| 23 | NCLHNORWEGIAN CRUISE LINE HLDGS | 100,000 | $2.1M | 1.4% |
| 24 | KGSKODIAK GAS SVCS INC | 27,981 | $2.1M | 1.4% |
| 25 | VIKVIKING HOLDINGS LTD | 20,000 | $2.1M | 1.4% |
| 26 | ACELACCEL ENTERTAINMENT INC | 158,838 | $2.0M | 1.3% |
| 27 | FLLFULL HSE RESORTS INC | 714,897 | $2.0M | 1.3% |
| 28 | RJETREPUBLIC AWYS HLDGS INC | 82,602 | $1.7M | 1.1% |
| 29 | FUNSIX FLAGS ENTERTAINMENT CORP | 80,000 | $1.7M | 1.1% |
| 30 | PSUSPERSHING SQUARE USA LTD | 40,000 | $1.5M | 1% |
| 31 | MSGSMADISON SQUARE GRDN SPRT COR | 3,265 | $1.3M | 0.9% |
| 32 | VICIVICI PPTYS INC | 49,145 | $1.3M | 0.8% |
| 33 | PTONPELOTON INTERACTIVE INC | 205,000 | $1.2M | 0.8% |
| 34 | NINENINE ENERGY SERVICE INC | 80,559 | $1.0M | 0.7% |
| 35 | SDRLSEADRILL LTD | 25,000 | $945,500 | 0.6% |
| 36 | BYDBOYD GAMING CORP | 10,000 | $883,300 | 0.6% |
| 37 | WHKWHITEHAWK MINERALS CORP | 30,000 | $834,600 | 0.5% |
| 38 | KMXCARMAX INC | 15,000 | $793,350 | 0.5% |
| 39 | UBERUBER TECHNOLOGIES INC | 10,000 | $721,600 | 0.5% |
| 40 | BHR 5.5 PERP BBRAEMAR HOTELS & RESORTS INC | 50,000 | $694,000 | 0.5% |
| 41 | IBITISHARES BITCOIN TRUST ETF | 20,000 | $665,800 | 0.4% |
| 42 | CRCCALIFORNIA RES CORP | 10,000 | $528,700 | 0.3% |
| 43 | LVSLAS VEGAS SANDS CORP | 10,000 | $461,900 | 0.3% |
| 44 | BHRBRAEMAR HOTELS & RESORTS INC | 99,380 | $214,661 | 0.1% |
| 45 | GAUGALIANO GOLD INC | 100,000 | $187,000 | 0.1% |
| 46 | TALOTALOS ENERGY INC | 10,000 | $129,100 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.