ORVIETO PARTNERS, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FLL | 715K | $2.29M |
 | PENN | 558K | $10.75M |
 | MESA | 551K | $715.94K |
 | KRP | 422K | $5.70M |
 | BHR | 328K | $894.08K |
 | KGS | 201K | $7.42M |
 | GAMB | 187K | $1.53M |
 | MODG | 185K | $1.76M |
 | FUN | 179K | $4.08M |
 | SDRL | 145K | $4.37M |
 | TALO | 138K | $1.32M |
 | LYFT | 110K | $2.42M |
 | UHAL-B | 109K | $5.54M |
 | PRKS | 97K | $5.01M |
 | CZR | 96K | $2.59M |
 | AESI | 80K | $909.60K |
 | GLPI | 69K | $3.21M |
 | OXY | 65K | $3.07M |
 | CNK | 65K | $1.82M |
 | CHDN | 65K | $6.31M |
Full House Resorts, Inc.
FLL
Shares Held
715K
Value
$2.29M
PENN Entertainment, Inc.
PENN
Shares Held
558K
Value
$10.75M
Mesa Air Group, Inc.
MESA
Shares Held
551K
Value
$715.94K
Kimbell Royalty Partners, LP
KRP
Shares Held
422K
Value
$5.70M
Braemar Hotels & Resorts Inc.
BHR
Shares Held
328K
Value
$894.08K
Kodiak Gas Services, Inc.
KGS
Shares Held
201K
Value
$7.42M
Gambling.com Group Limited
GAMB
Shares Held
187K
Value
$1.53M
Topgolf Callaway Brands Corp.
MODG
Shares Held
185K
Value
$1.76M
Six Flags Entertainment Corporation
FUN
Shares Held
179K
Value
$4.08M
Seadrill Limited
SDRL
Shares Held
145K
Value
$4.37M
Talos Energy Inc.
TALO
Shares Held
138K
Value
$1.32M
Lyft, Inc.
LYFT
Shares Held
110K
Value
$2.42M
U-Haul Holding Company
UHAL-B
Shares Held
109K
Value
$5.54M
United Parks & Resorts Inc.
PRKS
Shares Held
97K
Value
$5.01M
Caesars Entertainment, Inc.
CZR
Shares Held
96K
Value
$2.59M
Atlas Energy Solutions Inc.
AESI
Shares Held
80K
Value
$909.60K
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
69K
Value
$3.21M
Occidental Petroleum Corporation
OXY
Shares Held
65K
Value
$3.07M
Cinemark Holdings, Inc.
CNK
Shares Held
65K
Value
$1.82M
Churchill Downs Incorporated
CHDN
Shares Held
65K
Value
$6.31M