13F HOLDINGS REPORT
Orvieto Partners, L.P.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001085146-25-001431
Total Value
$118.6M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KODIAK GAS SVCS INC | 50012A108 | 335,181 | $13.7M | 11.54% |
| 2 | INTERNATIONAL GAME TECHNOLOG | INTR | 469,518 | $8.3M | 6.99% |
| 3 | SIX FLAGS ENTERTAINMENT CORP | FUN | 164,453 | $7.9M | 6.68% |
| 4 | PENN ENTERTAINMENT INC | PENN | 340,000 | $6.7M | 5.68% |
| 5 | KIMBELL RTY PARTNERS LP | 49435R102 | 376,019 | $6.1M | 5.15% |
| 6 | CHURCHILL DOWNS INC | CHDN | 38,900 | $5.2M | 4.38% |
| 7 | TILE SHOP HLDGS INC | TTSH | 741,165 | $5.1M | 4.33% |
| 8 | MONARCH CASINO & RESORT INC | MCRI | 63,292 | $5.0M | 4.21% |
| 9 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 140,747 | $4.7M | 3.97% |
| 10 | SEADRILL 2021 LTD | SDRL | 120,000 | $4.7M | 3.94% |
| 11 | WYNN RESORTS LTD | WYNN | 50,000 | $4.3M | 3.63% |
| 12 | ACCEL ENTERTAINMENT INC | ACEL | 369,949 | $4.0M | 3.33% |
| 13 | UNITED PARKS & RESORTS INC | PRKS | 57,000 | $3.2M | 2.70% |
| 14 | EVERI HLDGS INC | EVEX-WT | 235,000 | $3.2M | 2.68% |
| 15 | GAMBLING COM GROUP LIMITED | GAMB | 220,000 | $3.1M | 2.61% |
| 16 | BOYD GAMING CORP | BYD | 40,000 | $2.9M | 2.45% |
| 17 | GAMING & LEISURE PPTYS INC | 36467J108 | 60,000 | $2.9M | 2.44% |
| 18 | MGM RESORTS INTERNATIONAL | MGM | 82,800 | $2.9M | 2.42% |
| 19 | FULL HSE RESORTS INC | 359678109 | 680,418 | $2.8M | 2.34% |
| 20 | U HAUL HOLDING COMPANY | UHAL-B | 40,550 | $2.6M | 2.19% |
| 21 | LAS VEGAS SANDS CORP | LVS | 45,000 | $2.3M | 1.95% |
| 22 | ALLIANCE RESOURCE PARTNERS L | ARLP | 78,744 | $2.1M | 1.75% |
| 23 | CALIFORNIA RES CORP | CRC | 35,000 | $1.8M | 1.53% |
| 24 | ATLAS ENERGY SOLUTIONS INC | AESI | 70,000 | $1.6M | 1.31% |
| 25 | CINEMARK HLDGS INC | CNK | 50,000 | $1.5M | 1.31% |
| 26 | BRAEMAR HOTELS & RESORTS INC | BHR-PD | 493,225 | $1.5M | 1.25% |
| 27 | TRAVEL PLUS LEISURE CO | 894164102 | 25,000 | $1.3M | 1.06% |
| 28 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 160,000 | $1.3M | 1.06% |
| 29 | MATCH GROUP INC NEW | MTCH | 35,000 | $1.1M | 0.97% |
| 30 | TALOS ENERGY INC | TALO | 107,900 | $1.0M | 0.88% |
| 31 | BALLYS CORPORATION | BALL | 52,910 | $946,560 | 0.80% |
| 32 | LYFT INC | LYFT | 70,000 | $903,000 | 0.76% |
| 33 | ISHARES BITCOIN TRUST ETF | IBIT | 15,000 | $795,750 | 0.67% |
| 34 | U HAUL HOLDING COMPANY | UHAL-B | 11,000 | $759,990 | 0.64% |
| 35 | ECHOSTAR CORP | SATS | 20,000 | $458,000 | 0.39% |