Orvieto Partners as of March 31, 2026
Portfolio Holdings for Orvieto Partners
Orvieto Partners holds 44 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Penn National Gaming (PENN) | 8.3 | $9.7M | 643k | 15.03 | |
| Brightstar Lottery Shs Usd (BRSL) | 8.2 | $9.6M | 754k | 12.74 | |
| Churchill Downs (CHDN) | 7.4 | $8.6M | 96k | 89.83 | |
| Iac Com New (IAC) | 5.8 | $6.8M | 170k | 40.03 | |
| Gaming & Leisure Pptys (GLPI) | 5.1 | $5.9M | 134k | 44.37 | |
| Seaworld Entertainment (PRKS) | 4.9 | $5.8M | 177k | 32.66 | |
| Kimbell Rty Partners Unit (KRP) | 4.9 | $5.8M | 398k | 14.47 | |
| Vail Resorts (MTN) | 4.4 | $5.1M | 40k | 128.32 | |
| Hyatt Hotels Corp Com Cl A (H) | 3.7 | $4.3M | 30k | 143.79 | |
| Caesars Entertainment (CZR) | 3.6 | $4.2M | 157k | 26.43 | |
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 3.5 | $4.1M | 149k | 27.65 | |
| Amer (UHAL) | 3.2 | $3.8M | 79k | 47.78 | |
| MGM Resorts International. (MGM) | 3.2 | $3.7M | 100k | 37.01 | |
| Wyndham Hotels And Resorts (WH) | 2.4 | $2.8M | 35k | 81.23 | |
| Kodiak Gas Svcs (KGS) | 2.4 | $2.8M | 48k | 58.32 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 2.3 | $2.7M | 61k | 44.67 | |
| Red Rock Resorts Cl A (RRR) | 2.3 | $2.7M | 50k | 53.36 | |
| Wynn Resorts (WYNN) | 2.2 | $2.5M | 25k | 101.55 | |
| Seadrill 2021 (SDRL) | 2.1 | $2.5M | 55k | 45.50 | |
| Republic Awys Hldgs Com Shs (RJET) | 1.8 | $2.1M | 117k | 17.88 | |
| Atlas Energy Solutions Com New (AESI) | 1.5 | $1.7M | 130k | 13.12 | |
| Full House Resorts (FLL) | 1.4 | $1.6M | 715k | 2.25 | |
| Norwegian Cruise Line Hldgs SHS (NCLH) | 1.3 | $1.5M | 80k | 18.70 | |
| Viking Holdings Ord Shs (VIK) | 1.3 | $1.5M | 20k | 73.48 | |
| Lyft Cl A Com (LYFT) | 1.3 | $1.5M | 110k | 13.30 | |
| Accel Entertainment Com Cl A1 (ACEL) | 1.2 | $1.5M | 134k | 10.91 | |
| Golden Entmt (GDEN) | 1.2 | $1.5M | 55k | 26.69 | |
| Six Flags Entertainment Corp (FUN) | 1.0 | $1.2M | 65k | 17.75 | |
| Uber Technologies (UBER) | 0.9 | $1.1M | 15k | 71.93 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.9 | $1.0M | 3.3k | 321.40 | |
| Match Group (MTCH) | 0.8 | $921k | 30k | 30.71 | |
| Callaway Golf Company (CALY) | 0.7 | $833k | 60k | 13.88 | |
| Boyd Gaming Corporation (BYD) | 0.7 | $822k | 10k | 82.18 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.7 | $768k | 20k | 38.42 | |
| Braemar Hotels & Resorts 5.5 Cum Cv Pfd B (BHR.PB) | 0.6 | $722k | 50k | 14.43 | |
| Flutter Entmt SHS (FLUT) | 0.6 | $714k | 7.0k | 101.95 | |
| Echostar Corp Cl A (SATS) | 0.5 | $585k | 5.0k | 117.07 | |
| Las Vegas Sands (LVS) | 0.5 | $539k | 10k | 53.88 | |
| CarMax (KMX) | 0.4 | $416k | 10k | 41.58 | |
| Braemar Hotels And Resorts (BHR) | 0.3 | $353k | 149k | 2.36 | |
| Galiano Gold (GAU) | 0.2 | $251k | 100k | 2.51 | |
| Lindblad Expeditions Hldgs I (LIND) | 0.2 | $238k | 14k | 17.30 | |
| Talos Energy (TALO) | 0.1 | $158k | 10k | 15.76 | |
| Hertz Global Hldgs Com New (HTZ) | 0.1 | $92k | 20k | 4.61 |
