Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Orvieto Partners, L.P. (CIK 2052484) reported $116.9M across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PENN ($9.7M, 8.28%), IGT ($9.6M, 8.22%), CHDN ($8.6M, 7.36%), IAC ($6.8M, 5.82%), GLPI ($5.9M, 5.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PENN | PENN ENTERTAINMENT INC | $9.7M | 8.28% | 643,400 | Added |
| 2 | IGT | BRIGHTSTAR LOTTERY PLC | $9.6M | 8.22% | 753,596 | Added |
| 3 | CHDN | CHURCHILL DOWNS INC | $8.6M | 7.36% | 95,700 | Added |
| 4 | IAC | IAC INC | $6.8M | 5.82% | 170,000 | Added |
| 5 | GLPI | GAMING & LEISURE P | $5.9M | 5.08% | 133,874 | Hold |
| 6 | SEAS | UNITED PARKS & RESORTS INC | $5.8M | 4.95% | 177,000 | Added |
| 7 | KRP | KIMBELL RTY PARTNERS LP | $5.8M | 4.92% | 397,554 | Trimmed |
| 8 | MTN | VAIL RESORTS INC | $5.1M | 4.39% | 40,000 | Added |
| 9 | H | HYATT HOTELS CORP | $4.3M | 3.69% | 30,000 | Added |
| 10 | CZR | CAESARS ENTERTAINMENT INC NE | $4.2M | 3.55% | 157,111 | Trimmed |
| 11 | ARLP | ALLIANCE RESOURCE PARTNERS L | $4.1M | 3.53% | 149,064 | Added |
| 12 | UHAL | U HAUL HOLDING COMPANY | $3.8M | 3.24% | 79,203 | Trimmed |
| 13 | MGM | MGM RESORTS INTERNATIONAL | $3.7M | 3.17% | 100,000 | Trimmed |
| 14 | WH | WYNDHAM HOTELS & RESORTS INC | $2.8M | 2.43% | 35,000 | Added |
| 15 | KGS | KODIAK GAS SVCS INC | $2.8M | 2.39% | 47,981 | Trimmed |
| 16 | UHAL/B | U HAUL HOLDING COMPANY | $2.7M | 2.32% | 60,599 | New |
| 17 | RRR | RED ROCK RESORTS INC | $2.7M | 2.28% | 50,000 | New |
| 18 | WYNN | WYNN RESORTS LTD | $2.5M | 2.17% | 25,000 | Trimmed |
| 19 | SDRL | SEADRILL LTD | $2.5M | 2.14% | 55,000 | Trimmed |
| 20 | MESAQ | REPUBLIC AWYS HLDGS INC | $2.1M | 1.79% | 116,989 | Added |
| 21 | AESI | ATLAS ENERGY SOLUTIONS INC | $1.7M | 1.46% | 130,000 | Added |
| 22 | FLL | FULL HSE RESORTS INC | $1.6M | 1.38% | 714,897 | Added |
| 23 | NCLH | NORWEGIAN CRUISE LINE HLDGS | $1.5M | 1.28% | 80,000 | Added |
| 24 | VIK | VIKING HOLDINGS LTD | $1.5M | 1.26% | 20,000 | Hold |
| 25 | ACEL | ACCEL ENTERTAINMENT INC | $1.5M | 1.25% | 133,838 | Added |
Source: SEC Form 13F filings · as of 2026-03-31