The Analysis of Orvieto Partners, L.P.'s Holdings
Currently, Orvieto Partners, L.P. holds 41 types of securities in its portfolio with a total value $120.3M. In the most recent quarter, they have increased their positions in IAC (+155.0K shares, valued at $6.1M), UHAL (+119.0K shares, valued at $6.0M), MGM (+100.0K shares, valued at $3.6M); decreased their positions in H (-20.0K shares, valued at $3.2M), SDRL (-45.0K shares, valued at $1.6M), TALO (-96.0K shares, valued at $1.1M); initiated new positions in IAC (+155.0K shares, valued at $6.1M), ARLP (+139.1K shares, valued at $3.2M), FLUT (+7.0K shares, valued at $1.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRSL BRIGHTSTAR LOTTERY PLC738.6K shares15.66%2025-12-312026-02-12
CHDN CHURCHILL DOWNS INC75.0K shares15.38%2025-12-312026-02-12 PENN PENN ENTERTAINMENT INC555.0K shares-0.61%2025-12-312026-02-12 KGS KODIAK GAS SVCS INC183.5K shares-8.57%2025-12-312026-02-12 UHAL U HAUL HOLDING COMPANY127.0K shares1487.50%2025-12-312026-02-12 PRKS UNITED PARKS & RESORTS INC167.0K shares72.16%2025-12-312026-02-12 IAC IAC INC155.0K sharesnew addition2025-12-312026-02-12 GLPI GAMING & LEISURE PPTYS INC133.9K shares94.38%2025-12-312026-02-12 KRP KIMBELL RTY PARTNERS LP477.5K shares13.02%2025-12-312026-02-12 WYNN WYNN RESORTS LTD45.0K shares0.00%2025-12-312026-02-12 MGM MGM RESORTS INTERNATIONAL115.0K shares666.67%2025-12-312026-02-12 MTN VAIL RESORTS INC30.0K shares20.00%2025-12-312026-02-12 SDRL SEADRILL LTD99.5K shares-31.14%2025-12-312026-02-12 BYD BOYD GAMING CORP40.0K shares0.00%2025-12-312026-02-12 LVS LAS VEGAS SANDS CORP50.0K shares0.00%2025-12-312026-02-12 ARLP ALLIANCE RESOURCE PARTNERS L139.1K sharesnew addition2025-12-312026-02-12 CZR CAESARS ENTERTAINMENT INC NE110.8K shares15.65%2025-12-312026-02-12 H HYATT HOTELS CORP15.0K shares-57.14%2025-12-312026-02-12 MODG TOPGOLF CALLAWAY BRANDS CORP185.0K shares0.00%2025-12-312026-02-12 LYFT LYFT INC110.0K shares0.00%2025-12-312026-02-12 FLUT FLUTTER ENTMT PLC7.0K sharesnew addition2025-12-312026-02-12 GDEN GOLDEN ENTMT INC54.5K shares33.30%2025-12-312026-02-12 VIK VIKING HOLDINGS LTD20.0K shares0.00%2025-12-312026-02-12 FLL FULL HSE RESORTS INC507.5K shares-29.00%2025-12-312026-02-12 CNK CINEMARK HLDGS INC50.0K shares-23.08%2025-12-312026-02-12 SATS ECHOSTAR CORP10.0K shares0.00%2025-12-312026-02-12 NCLH NORWEGIAN CRUISE LINE HLDG L45.0K shares50.00%2025-12-312026-02-12 IBIT ISHARES BITCOIN TRUST ETF20.0K shares33.33%2025-12-312026-02-12 AESI ATLAS ENERGY SOLUTIONS INC100.0K shares25.00%2025-12-312026-02-12 BHR BRAEMAR HOTELS & RESORTS INC327.5K shares0.00%2025-12-312026-02-12 ACEL ACCEL ENTERTAINMENT INC76.5K shares38.72%2025-12-312026-02-12 MSGS MADISON SQUARE GRDN SPRT COR3.3K shares0.00%2025-12-312026-02-12 WH WYNDHAM HOTELS & RESORTS INC10.0K sharesnew addition2025-12-312026-02-12 TALO TALOS ENERGY INC41.9K shares-69.62%2025-12-312026-02-12 CRC CALIFORNIA RES CORP10.0K shares-66.67%2025-12-312026-02-12 UBER UBER TECHNOLOGIES INC5.0K shares0.00%2025-12-312026-02-12 KMX CARMAX INC10.0K sharesnew addition2025-12-312026-02-12 GAU GALIANO GOLD INC100.0K shares0.00%2025-12-312026-02-12 LIND LINDBLAD EXPEDITIONS HLDGS I13.8K sharesnew addition2025-12-312026-02-12 Call Option Holdings
CZR Call CallCAESARS ENTERTAINMENT INC NE50.0K sharesnew addition2025-12-312026-02-12 PENN Call CallPENN ENTERTAINMENT INC75.0K sharesnew addition2025-12-312026-02-12 Put Option Holdings
No put option holdings data available