ORVIETO PARTNERS, L.P.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PENN | 555K | $8.19M |
 | FLL | 507K | $1.32M |
 | KRP | 477K | $5.62M |
 | BHR | 328K | $939.93K |
 | MODG | 185K | $2.16M |
 | KGS | 183K | $6.86M |
 | PRKS | 167K | $6.06M |
 | IAC | 155K | $6.06M |
 | ARLP | 139K | $3.23M |
 | GLPI | 134K | $5.98M |
 | UHAL | 127K | $6.40M |
 | MGM | 115K | $4.20M |
 | CZR | 111K | $2.59M |
 | LYFT | 110K | $2.13M |
 | AESI | 100K | $942.00K |
 | SDRL | 100K | $3.44M |
 | ACEL | 77K | $873.39K |
 | CHDN | 75K | $8.53M |
 | GDEN | 54K | $1.48M |
 | CNK | 50K | $1.16M |
PENN Entertainment, Inc.
PENN
Shares Held
555K
Value
$8.19M
Full House Resorts, Inc.
FLL
Shares Held
507K
Value
$1.32M
Kimbell Royalty Partners, LP
KRP
Shares Held
477K
Value
$5.62M
Braemar Hotels & Resorts Inc.
BHR
Shares Held
328K
Value
$939.93K
Topgolf Callaway Brands Corp.
MODG
Shares Held
185K
Value
$2.16M
Kodiak Gas Services, Inc.
KGS
Shares Held
183K
Value
$6.86M
United Parks & Resorts Inc.
PRKS
Shares Held
167K
Value
$6.06M
IAC InterActive Corp.
IAC
Shares Held
155K
Value
$6.06M
Alliance Resource Partners, L.P.
ARLP
Shares Held
139K
Value
$3.23M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
134K
Value
$5.98M
U-Haul Holding Company
UHAL
Shares Held
127K
Value
$6.40M
MGM Resorts International
MGM
Shares Held
115K
Value
$4.20M
Caesars Entertainment, Inc.
CZR
Shares Held
111K
Value
$2.59M
Lyft, Inc.
LYFT
Shares Held
110K
Value
$2.13M
Atlas Energy Solutions Inc.
AESI
Shares Held
100K
Value
$942.00K
Seadrill Limited
SDRL
Shares Held
100K
Value
$3.44M
Accel Entertainment, Inc.
ACEL
Shares Held
77K
Value
$873.39K
Churchill Downs Incorporated
CHDN
Shares Held
75K
Value
$8.53M
Golden Entertainment, Inc.
GDEN
Shares Held
54K
Value
$1.48M
Cinemark Holdings, Inc.
CNK
Shares Held
50K
Value
$1.16M