The Analysis of Orvieto Partners, L.P.'s Holdings
Currently, Orvieto Partners, L.P. holds 40 types of securities in its portfolio with a total value $118.0M. In the most recent quarter, they have increased their positions in MTN (+25.0K shares, valued at $3.7M), OXY (+65.0K shares, valued at $3.1M), H (+15.0K shares, valued at $2.1M); decreased their positions in CHDN (-38.9K shares, valued at $3.8M), WYNN (-10.0K shares, valued at $1.3M), PENN (-61.6K shares, valued at $1.2M); initiated new positions in MTN (+25.0K shares, valued at $3.7M), OXY (+65.0K shares, valued at $3.1M), GDEN (+40.9K shares, valued at $963.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRSL BRIGHTSTAR LOTTERY PLC638.6K shares7.29%2025-09-302025-11-13
PENN PENN ENTERTAINMENT INC558.4K shares-9.94%2025-09-302025-11-13 KGS KODIAK GAS SVCS INC200.7K shares5.24%2025-09-302025-11-13 CHDN CHURCHILL DOWNS INC65.0K shares-37.44%2025-09-302025-11-13 WYNN WYNN RESORTS LTD45.0K shares-18.18%2025-09-302025-11-13 KRP KIMBELL RTY PARTNERS LP422.5K shares-8.29%2025-09-302025-11-13 UHAL.B U HAUL HOLDING COMPANY108.9K shares20.42%2025-09-302025-11-13 PRKS UNITED PARKS & RESORTS INC97.0K shares18.29%2025-09-302025-11-13 H HYATT HOTELS CORP35.0K shares75.00%2025-09-302025-11-13 SDRL SEADRILL LTD144.5K shares-19.50%2025-09-302025-11-13 TTSH TILE SHOP HLDGS INC705.9K shares-4.76%2025-09-302025-11-13 FUN SIX FLAGS ENTERTAINMENT CORP179.5K shares-5.28%2025-09-302025-11-13 MTN VAIL RESORTS INC25.0K sharesnew addition2025-09-302025-11-13 BYD BOYD GAMING CORP40.0K shares0.00%2025-09-302025-11-13 GLPI GAMING & LEISURE PPTYS INC68.9K shares37.75%2025-09-302025-11-13 OXY OCCIDENTAL PETE CORP65.0K sharesnew addition2025-09-302025-11-13 LVS LAS VEGAS SANDS CORP50.0K shares0.00%2025-09-302025-11-13 CZR CAESARS ENTERTAINMENT INC NE95.8K shares35.29%2025-09-302025-11-13 LYFT LYFT INC110.0K shares-15.38%2025-09-302025-11-13 FLL FULL HSE RESORTS INC714.8K shares1.42%2025-09-302025-11-13 CNK CINEMARK HLDGS INC65.0K shares0.00%2025-09-302025-11-13 MODG TOPGOLF CALLAWAY BRANDS CORP185.0K shares5.71%2025-09-302025-11-13 CRC CALIFORNIA RES CORP30.0K shares0.00%2025-09-302025-11-13 GAMB GAMBLING COM GROUP LIMITED187.3K shares-14.89%2025-09-302025-11-13 TALO TALOS ENERGY INC137.9K shares27.80%2025-09-302025-11-13 VIK VIKING HOLDINGS LTD20.0K shares0.00%2025-09-302025-11-13 MTCH MATCH GROUP INC NEW30.0K shares0.00%2025-09-302025-11-13 IBIT ISHARES BITCOIN TRUST ETF15.0K shares0.00%2025-09-302025-11-13 GDEN GOLDEN ENTMT INC40.9K sharesnew addition2025-09-302025-11-13 AESI ATLAS ENERGY SOLUTIONS INC80.0K shares33.33%2025-09-302025-11-13 BHR BRAEMAR HOTELS & RESORTS INC327.5K shares-35.86%2025-09-302025-11-13 SATS ECHOSTAR CORP10.0K shares-33.33%2025-09-302025-11-13 MSGS MADISON SQUARE GRDN SPRT COR3.3K sharesnew addition2025-09-302025-11-13 NCLH NORWEGIAN CRUISE LINE HLDG L30.0K sharesnew addition2025-09-302025-11-13 MESA MESA AIR GROUP INC550.7K shares15.41%2025-09-302025-11-13 ACEL ACCEL ENTERTAINMENT INC55.2K shares-37.35%2025-09-302025-11-13 MGM MGM RESORTS INTERNATIONAL15.0K shares-50.00%2025-09-302025-11-13 UBER UBER TECHNOLOGIES INC5.0K shares-66.67%2025-09-302025-11-13 UHAL U HAUL HOLDING COMPANY8.0K shares-27.27%2025-09-302025-11-13 GAU GALIANO GOLD INC100.0K sharesnew addition2025-09-302025-11-13 Call Option Holdings
BRSL Call CallBRIGHTSTAR LOTTERY PLC100.0K sharesnew addition2025-09-302025-11-13 PRKS Call CallUNITED PARKS & RESORTS INC10.0K sharesnew addition2025-09-302025-11-13 Put Option Holdings
No put option holdings data available