13F HOLDINGS REPORT
Orvieto Partners, L.P.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001085146-25-003166
Total Value
$114.0M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KODIAK GAS SVCS INC | 50012A108 | 294,281 | $11.0M | 9.63% |
| 2 | INTERNATIONAL GAME TECHNOLOG | INTR | 500,218 | $8.1M | 7.13% |
| 3 | PENN ENTERTAINMENT INC | PENN | 440,000 | $7.2M | 6.29% |
| 4 | KIMBELL RTY PARTNERS LP | 49435R102 | 476,019 | $6.7M | 5.84% |
| 5 | SIX FLAGS ENTERTAINMENT CORP | FUN | 164,453 | $5.9M | 5.14% |
| 6 | TILE SHOP HLDGS INC | TTSH | 741,165 | $4.8M | 4.21% |
| 7 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 180,847 | $4.5M | 3.97% |
| 8 | CHURCHILL DOWNS INC | CHDN | 38,900 | $4.3M | 3.79% |
| 9 | SPDR S&P 500 ETF TR | SPY | 7,500 | $4.2M | 3.68% |
| 10 | WYNN RESORTS LTD | WYNN | 50,000 | $4.2M | 3.66% |
| 11 | SEADRILL LTD | SDRL | 154,400 | $3.9M | 3.39% |
| 12 | FLOWCO HLDGS INC | FLOC | 150,000 | $3.8M | 3.37% |
| 13 | ACCEL ENTERTAINMENT INC | ACEL | 369,949 | $3.7M | 3.22% |
| 14 | U HAUL HOLDING COMPANY | UHAL-B | 57,250 | $3.4M | 2.97% |
| 15 | GAMING & LEISURE PPTYS INC | 36467J108 | 60,000 | $3.1M | 2.68% |
| 16 | UNITED PARKS & RESORTS INC | PRKS | 67,000 | $3.0M | 2.67% |
| 17 | MGM RESORTS INTERNATIONAL | MGM | 100,000 | $3.0M | 2.60% |
| 18 | FULL HSE RESORTS INC | 359678109 | 680,418 | $2.8M | 2.49% |
| 19 | GAMBLING COM GROUP LIMITED | GAMB | 220,000 | $2.8M | 2.43% |
| 20 | BOYD GAMING CORP | BYD | 40,000 | $2.6M | 2.31% |
| 21 | ALLIANCE RESOURCE PARTNERS L | ARLP | 78,744 | $2.1M | 1.88% |
| 22 | CINEMARK HLDGS INC | CNK | 85,000 | $2.1M | 1.86% |
| 23 | MONARCH CASINO & RESORT INC | MCRI | 25,206 | $2.0M | 1.72% |
| 24 | LAS VEGAS SANDS CORP | LVS | 45,000 | $1.7M | 1.52% |
| 25 | EVERI HLDGS INC | EVEX-WT | 100,068 | $1.4M | 1.20% |
| 26 | LYFT INC | LYFT | 110,000 | $1.3M | 1.15% |
| 27 | BRAEMAR HOTELS & RESORTS INC | BHR-PD | 510,581 | $1.3M | 1.12% |
| 28 | TRAVEL PLUS LEISURE CO | 894164102 | 25,000 | $1.2M | 1.01% |
| 29 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 175,000 | $1.2M | 1.01% |
| 30 | CALIFORNIA RES CORP | CRC | 25,000 | $1.1M | 0.96% |
| 31 | MATCH GROUP INC NEW | MTCH | 35,000 | $1.1M | 0.96% |
| 32 | TALOS ENERGY INC | TALO | 107,900 | $1.0M | 0.92% |
| 33 | VIKING HOLDINGS LTD | VIK | 20,000 | $795,000 | 0.70% |
| 34 | ECHOSTAR CORP | SATS | 30,000 | $767,400 | 0.67% |
| 35 | U HAUL HOLDING COMPANY | UHAL-B | 11,000 | $718,960 | 0.63% |
| 36 | ISHARES BITCOIN TRUST ETF | IBIT | 15,000 | $702,150 | 0.62% |
| 37 | NEW FORTRESS ENERGY INC | NFE | 80,000 | $664,800 | 0.58% |