13F HOLDINGS REPORT
Orvieto Partners, L.P.
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001085146-25-005017
Total Value
$112.5M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PENN ENTERTAINMENT INC | PENN | 620,000 | $11.1M | 9.85% |
| 2 | CHURCHILL DOWNS INC | CHDN | 103,900 | $10.5M | 9.33% |
| 3 | INTERNATIONAL GAME TECHNOLOG | INTR | 595,218 | $9.4M | 8.37% |
| 4 | KODIAK GAS SVCS INC | 50012A108 | 190,681 | $6.5M | 5.81% |
| 5 | KIMBELL RTY PARTNERS LP | 49435R102 | 460,659 | $6.4M | 5.72% |
| 6 | SIX FLAGS ENTERTAINMENT CORP | FUN | 189,453 | $5.8M | 5.13% |
| 7 | WYNN RESORTS LTD | WYNN | 55,000 | $5.2M | 4.58% |
| 8 | U HAUL HOLDING COMPANY | UHAL-B | 90,402 | $4.9M | 4.37% |
| 9 | TILE SHOP HLDGS INC | TTSH | 741,165 | $4.7M | 4.19% |
| 10 | SEADRILL LTD | SDRL | 179,500 | $4.7M | 4.19% |
| 11 | UNITED PARKS & RESORTS INC | PRKS | 82,000 | $3.9M | 3.44% |
| 12 | BOYD GAMING CORP | BYD | 40,000 | $3.1M | 2.78% |
| 13 | HYATT HOTELS CORP | H | 20,000 | $2.8M | 2.48% |
| 14 | GAMBLING COM GROUP LIMITED | GAMB | 220,000 | $2.6M | 2.33% |
| 15 | FULL HSE RESORTS INC | 359678109 | 704,797 | $2.6M | 2.29% |
| 16 | GAMING & LEISURE PPTYS INC | 36467J108 | 50,000 | $2.3M | 2.07% |
| 17 | MONARCH CASINO & RESORT INC | MCRI | 25,206 | $2.2M | 1.94% |
| 18 | LAS VEGAS SANDS CORP | LVS | 50,000 | $2.2M | 1.93% |
| 19 | LYFT INC | LYFT | 130,000 | $2.0M | 1.82% |
| 20 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 70,847 | $2.0M | 1.79% |
| 21 | CINEMARK HLDGS INC | CNK | 65,000 | $2.0M | 1.74% |
| 22 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 175,000 | $1.4M | 1.25% |
| 23 | UBER TECHNOLOGIES INC | UBER | 15,000 | $1.4M | 1.24% |
| 24 | CALIFORNIA RES CORP | CRC | 30,000 | $1.4M | 1.22% |
| 25 | BRAEMAR HOTELS & RESORTS INC | BHR-PD | 510,581 | $1.3M | 1.11% |
| 26 | VIKING HOLDINGS LTD | VIK | 20,000 | $1.1M | 0.95% |
| 27 | ACCEL ENTERTAINMENT INC | ACEL | 88,077 | $1.0M | 0.92% |
| 28 | MGM RESORTS INTERNATIONAL | MGM | 30,000 | $1.0M | 0.92% |
| 29 | MATCH GROUP INC NEW | MTCH | 30,000 | $926,700 | 0.82% |
| 30 | ISHARES BITCOIN TRUST ETF | IBIT | 15,000 | $918,150 | 0.82% |
| 31 | TALOS ENERGY INC | TALO | 107,900 | $914,992 | 0.81% |
| 32 | FLOWCO HLDGS INC | FLOC | 50,000 | $890,500 | 0.79% |
| 33 | ATLAS ENERGY SOLUTIONS INC | AESI | 60,000 | $802,200 | 0.71% |
| 34 | EVERI HLDGS INC | EVEX-WT | 55,068 | $784,168 | 0.70% |
| 35 | U HAUL HOLDING COMPANY | UHAL-B | 11,000 | $666,160 | 0.59% |
| 36 | MESA AIR GROUP INC | 590479135 | 477,194 | $443,790 | 0.39% |
| 37 | ECHOSTAR CORP | SATS | 15,000 | $415,500 | 0.37% |
| 38 | TRAVEL PLUS LEISURE CO | 894164102 | 5,000 | $258,050 | 0.23% |