Filed: 5/14/2026ACC: 0002052484-26-000002
📋 What this filing means
ORVIETO PARTNERS, L.P. filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $116.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$116.85M
Total AUM (reported)
5.14M
Total Shares
Allocation by class
COM$67.27M57.6%
SHS USD$9.60M8.2%
COM NEW$8.60M7.4%
UNIT$5.75M4.9%
COM CL A$4.31M3.7%
CL A$4.30M3.7%
UT LTD PART$4.12M3.5%
Portfolio Concentration
Top 3$27.87M23.8%
4–10$37.88M32.4%
11–25$37.50M32.1%
Rest$13.61M11.6%
Top 3 weight
23.8%
Top 10 weight
56.3%
Voting Authority Distribution
Total shares with voting rights: 5.14M
Sole
Full voting authority
5.14M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole44
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings44
Rows:
PENN ENTERTAINMENT INC
SOLEShares643.40K
TypeSH
Market value$9.67M
8.28%
Sole
643.40K
Shared
0.00
None
0.00
BRIGHTSTAR LOTTERY PLC
SOLEShares753.60K
TypeSH
Market value$9.60M
8.22%
Sole
753.60K
Shared
0.00
None
0.00
CHURCHILL DOWNS INC
SOLEShares95.70K
TypeSH
Market value$8.60M
7.36%
Sole
95.70K
Shared
0.00
None
0.00
IAC INC
SOLEShares170K
TypeSH
Market value$6.81M
5.82%
Sole
170K
Shared
0.00
None
0.00
GAMING & LEISURE P
SOLEShares133.87K
TypeSH
Market value$5.94M
5.08%
Sole
133.87K
Shared
0.00
None
0.00
UNITED PARKS & RESORTS INC
SOLEShares177K
TypeSH
Market value$5.78M
4.95%
Sole
177K
Shared
0.00
None
0.00
KIMBELL RTY PARTNERS LP
SOLEShares397.55K
TypeSH
Market value$5.75M
4.92%
Sole
397.55K
Shared
0.00
None
0.00
VAIL RESORTS INC
SOLEShares40K
TypeSH
Market value$5.13M
4.39%
Sole
40K
Shared
0.00
None
0.00
HYATT HOTELS CORP
SOLEShares30K
TypeSH
Market value$4.31M
3.69%
Sole
30K
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NE
SOLEShares157.11K
TypeSH
Market value$4.15M
3.55%
Sole
157.11K
Shared
0.00
None
0.00
ALLIANCE RESOURCE PARTNERS L
SOLEShares149.06K
TypeSH
Market value$4.12M
3.53%
Sole
149.06K
Shared
0.00
None
0.00
U HAUL HOLDING COMPANY
SOLEShares79.20K
TypeSH
Market value$3.78M
3.24%
Sole
79.20K
Shared
0.00
None
0.00
MGM RESORTS INTERNATIONAL
SOLEShares100K
TypeSH
Market value$3.70M
3.17%
Sole
100K
Shared
0.00
None
0.00
WYNDHAM HOTELS & RESORTS INC
SOLEShares35K
TypeSH
Market value$2.84M
2.43%
Sole
35K
Shared
0.00
None
0.00
KODIAK GAS SVCS INC
SOLEShares47.98K
TypeSH
Market value$2.80M
2.39%
Sole
47.98K
Shared
0.00
None
0.00
U HAUL HOLDING COMPANY
SOLEShares60.60K
TypeSH
Market value$2.71M
2.32%
Sole
60.60K
Shared
0.00
None
0.00
RED ROCK RESORTS INC
SOLEShares50K
TypeSH
Market value$2.67M
2.28%
Sole
50K
Shared
0.00
None
0.00
WYNN RESORTS LTD
SOLEShares25K
TypeSH
Market value$2.54M
2.17%
Sole
25K
Shared
0.00
None
0.00
SEADRILL LTD
SOLEShares55K
TypeSH
Market value$2.50M
2.14%
Sole
55K
Shared
0.00
None
0.00
REPUBLIC AWYS HLDGS INC
SOLEShares116.99K
TypeSH
Market value$2.09M
1.79%
Sole
116.99K
Shared
0.00
None
0.00
ATLAS ENERGY SOLUTIONS INC
SOLEShares130K
TypeSH
Market value$1.71M
1.46%
Sole
130K
Shared
0.00
None
0.00
FULL HSE RESORTS INC
SOLEShares714.90K
TypeSH
Market value$1.61M
1.38%
Sole
714.90K
Shared
0.00
None
0.00
NORWEGIAN CRUISE LINE HLDGS
SOLEShares80K
TypeSH
Market value$1.50M
1.28%
Sole
80K
Shared
0.00
None
0.00
VIKING HOLDINGS LTD
SOLEShares20K
TypeSH
Market value$1.47M
1.26%
Sole
20K
Shared
0.00
None
0.00
LYFT INC
SOLEShares110K
TypeSH
Market value$1.46M
1.25%
Sole
110K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PENN ENTERTAINMENT INCSOLE | COM | 643.40K | SH | $9.67M 8.28% | 643.40K | 0.00 | 0.00 |
BRIGHTSTAR LOTTERY PLCSOLE | SHS USD | 753.60K | SH | $9.60M 8.22% | 753.60K | 0.00 | 0.00 |
CHURCHILL DOWNS INCSOLE | COM | 95.70K | SH | $8.60M 7.36% | 95.70K | 0.00 | 0.00 |
IAC INCSOLE | COM NEW | 170K | SH | $6.81M 5.82% | 170K | 0.00 | 0.00 |
GAMING & LEISURE PSOLE | COM | 133.87K | SH | $5.94M 5.08% | 133.87K | 0.00 | 0.00 |
UNITED PARKS & RESORTS INCSOLE | COM | 177K | SH | $5.78M 4.95% | 177K | 0.00 | 0.00 |
KIMBELL RTY PARTNERS LPSOLE | UNIT | 397.55K | SH | $5.75M 4.92% | 397.55K | 0.00 | 0.00 |
VAIL RESORTS INCSOLE | COM | 40K | SH | $5.13M 4.39% | 40K | 0.00 | 0.00 |
HYATT HOTELS CORPSOLE | COM CL A | 30K | SH | $4.31M 3.69% | 30K | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NESOLE | COM | 157.11K | SH | $4.15M 3.55% | 157.11K | 0.00 | 0.00 |
ALLIANCE RESOURCE PARTNERS LSOLE | UT LTD PART | 149.06K | SH | $4.12M 3.53% | 149.06K | 0.00 | 0.00 |
U HAUL HOLDING COMPANYSOLE | COM | 79.20K | SH | $3.78M 3.24% | 79.20K | 0.00 | 0.00 |
MGM RESORTS INTERNATIONALSOLE | COM | 100K | SH | $3.70M 3.17% | 100K | 0.00 | 0.00 |
WYNDHAM HOTELS & RESORTS INCSOLE | COM | 35K | SH | $2.84M 2.43% | 35K | 0.00 | 0.00 |
KODIAK GAS SVCS INCSOLE | COM | 47.98K | SH | $2.80M 2.39% | 47.98K | 0.00 | 0.00 |
U HAUL HOLDING COMPANYSOLE | COM SER N | 60.60K | SH | $2.71M 2.32% | 60.60K | 0.00 | 0.00 |
RED ROCK RESORTS INCSOLE | CL A | 50K | SH | $2.67M 2.28% | 50K | 0.00 | 0.00 |
WYNN RESORTS LTDSOLE | COM | 25K | SH | $2.54M 2.17% | 25K | 0.00 | 0.00 |
SEADRILL LTDSOLE | COM | 55K | SH | $2.50M 2.14% | 55K | 0.00 | 0.00 |
REPUBLIC AWYS HLDGS INCSOLE | COM SHS | 116.99K | SH | $2.09M 1.79% | 116.99K | 0.00 | 0.00 |
ATLAS ENERGY SOLUTIONS INCSOLE | COM NEW | 130K | SH | $1.71M 1.46% | 130K | 0.00 | 0.00 |
FULL HSE RESORTS INCSOLE | COM | 714.90K | SH | $1.61M 1.38% | 714.90K | 0.00 | 0.00 |
NORWEGIAN CRUISE LINE HLDGSSOLE | SHS | 80K | SH | $1.50M 1.28% | 80K | 0.00 | 0.00 |
VIKING HOLDINGS LTDSOLE | ORD SHS | 20K | SH | $1.47M 1.26% | 20K | 0.00 | 0.00 |
LYFT INCSOLE | CL A COM | 110K | SH | $1.46M 1.25% | 110K | 0.00 | 0.00 |
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