13F HOLDINGS REPORT
Orvieto Partners, L.P.
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0002052484-25-000002
Total Value
$120.2M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BRIGHTSTAR LOTTERY PLC | INTR | 638,596 | $11.0M | 9.16% |
| 2 | PENN ENTERTAINMENT INC | PENN | 558,400 | $10.8M | 8.94% |
| 3 | KODIAK GAS SVCS INC | 50012A108 | 200,681 | $7.4M | 6.17% |
| 4 | CHURCHILL DOWNS INC | CHDN | 65,000 | $6.3M | 5.24% |
| 5 | WYNN RESORTS LTD | WYNN | 45,000 | $5.8M | 4.80% |
| 6 | KIMBELL RTY PARTNERS LP | 49435R102 | 422,493 | $5.7M | 4.74% |
| 7 | U HAUL HOLDING COMPANY | UHAL-B | 108,866 | $5.5M | 4.61% |
| 8 | UNITED PARKS & RESORTS INC | PRKS | 97,000 | $5.0M | 4.17% |
| 9 | HYATT HOTELS CORP | H | 35,000 | $5.0M | 4.13% |
| 10 | SEADRILL LTD | SDRL | 144,500 | $4.4M | 3.63% |
| 11 | TILE SHOP HLDGS INC | TTSH | 705,891 | $4.3M | 3.55% |
| 12 | SIX FLAGS ENTERTAINMENT CORP | FUN | 179,453 | $4.1M | 3.39% |
| 13 | VAIL RESORTS INC | MTN | 25,000 | $3.7M | 3.11% |
| 14 | BOYD GAMING CORP | BYD | 40,000 | $3.5M | 2.88% |
| 15 | GAMING & LEISURE PPTYS INC | 36467J108 | 68,874 | $3.2M | 2.67% |
| 16 | OCCIDENTAL PETE CORP | 674599105 | 65,000 | $3.1M | 2.55% |
| 17 | LAS VEGAS SANDS CORP | LVS | 50,000 | $2.7M | 2.24% |
| 18 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 95,847 | $2.6M | 2.15% |
| 19 | LYFT INC | LYFT | 110,000 | $2.4M | 2.01% |
| 20 | FULL HSE RESORTS INC | 359678109 | 714,797 | $2.3M | 1.91% |
| 21 | CINEMARK HLDGS INC | CNK | 65,000 | $1.8M | 1.51% |
| 22 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 185,000 | $1.8M | 1.46% |
| 23 | BRIGHTSTAR LOTTERY PLC | INTR | 100,000 | $1.7M | 1.43% |
| 24 | CALIFORNIA RES CORP | CRC | 30,000 | $1.6M | 1.33% |
| 25 | GAMBLING COM GROUP LIMITED | GAMB | 187,252 | $1.5M | 1.27% |
| 26 | TALOS ENERGY INC | TALO | 137,900 | $1.3M | 1.10% |
| 27 | VIKING HOLDINGS LTD | VIK | 20,000 | $1.2M | 1.03% |
| 28 | MATCH GROUP INC NEW | MTCH | 30,000 | $1.1M | 0.88% |
| 29 | ISHARES BITCOIN TRUST ETF | IBIT | 15,000 | $975,000 | 0.81% |
| 30 | GOLDEN ENTMT INC | NVGLF | 40,874 | $963,809 | 0.80% |
| 31 | ATLAS ENERGY SOLUTIONS INC | AESI | 80,000 | $909,600 | 0.76% |
| 32 | BRAEMAR HOTELS & RESORTS INC | BHR-PD | 327,502 | $894,080 | 0.74% |
| 33 | ECHOSTAR CORP | SATS | 10,000 | $763,600 | 0.64% |
| 34 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 3,265 | $741,155 | 0.62% |
| 35 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 30,000 | $738,900 | 0.61% |
| 36 | MESA AIR GROUP INC | 590479135 | 550,726 | $715,944 | 0.60% |
| 37 | ACCEL ENTERTAINMENT INC | ACEL | 55,181 | $610,854 | 0.51% |
| 38 | MGM RESORTS INTERNATIONAL | MGM | 15,000 | $519,900 | 0.43% |
| 39 | UNITED PARKS & RESORTS INC | PRKS | 10,000 | $517,000 | 0.43% |
| 40 | UBER TECHNOLOGIES INC | UBER | 5,000 | $489,850 | 0.41% |
| 41 | U HAUL HOLDING COMPANY | UHAL-B | 8,000 | $456,560 | 0.38% |
| 42 | GALIANO GOLD INC | GAU | 100,000 | $219,000 | 0.18% |