Funds › Orvieto Partners, L.P.
Orvieto Partners, L.P.
13F for Q3 2026, filed Nov 13, 2026. 44 positions worth $121.8M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | CHDN Churchill Downs, Incorporated | 156,341 | $11.8M | 9.7% | +7.7% | 13F ↗ |
| 2 | BRSL Brightstar Lottery PLC Trading under the Legal Name to begin at the market open on July 21, 2025. | 853,020 | $8.5M | 7.0% | +1.8% | 13F ↗ |
| 3 | WYNN Wynn Resorts, Limited | 97,000 | $7.7M | 6.3% | +18.3% | 13F ↗ |
| 4 | GLPI Gaming and Leisure Properties, Inc. | 183,874 | $7.0M | 5.7% | +37.3% | 13F ↗ |
| 5 | KRP Kimbell Royalty Partners · Units | 397,554 | $5.7M | 4.7% | Unchanged | 13F ↗ |
| 6 | PENN PENN Entertainment, Inc. | 353,400 | $5.2M | 4.2% | -12.4% | 13F ↗ |
| 7 | WH Wyndham Hotels & Resorts, Inc. | 65,000 | $4.7M | 3.8% | +30.0% | 13F ↗ |
| 8 | UHAL-B U-Haul Holding Company Series N | 84,944 | $4.5M | 3.7% | Unchanged | 13F ↗ |
| 9 | PPLI People Incorporated | 95,000 | $4.0M | 3.3% | Unchanged | 13F ↗ |
| 10 | CZR Caesars Entertainment, Inc. | 125,000 | $3.7M | 3.0% | -7.4% | 13F ↗ |
| 11 | ARLP Alliance Resource Partners, L.P. · Lp | 149,064 | $3.6M | 3.0% | Unchanged | 13F ↗ |
| 12 | MTN Vail Resorts, Inc. | 26,000 | $3.6M | 2.9% | -55.2% | 13F ↗ |
| 13 | RRR Red Rock Resorts, Inc. | 65,000 | $3.2M | 2.6% | +18.2% | 13F ↗ |
| 14 | H Hyatt Hotels Corporation | 20,000 | $3.2M | 2.6% | -33.3% | 13F ↗ |
| 15 | MGM MGM Resorts International | 100,000 | $3.1M | 2.5% | Unchanged | 13F ↗ |
| 16 | UHAL U-Haul Holding Company | 51,418 | $3.1M | 2.5% | Unchanged | 13F ↗ |
| 17 | PRKS United Parks & Resorts Inc. | 84,646 | $2.7M | 2.3% | -29.5% | 13F ↗ |
| 18 | CRC California Resources Corporation | 50,000 | $2.5M | 2.1% | +400% | 13F ↗ |
| 19 | ACEL Accel Entertainment, Inc. | 158,838 | $1.7M | 1.4% | Unchanged | 13F ↗ |
| 20 | PSUS Pershing Square USA, Ltd. | 45,000 | $1.7M | 1.4% | +12.5% | 13F ↗ |
| 21 | ABNB Airbnb, Inc. | 10,000 | $1.6M | 1.3% | New | 13F ↗ |
| 22 | VIK Viking Holdings Ltd | 20,000 | $1.6M | 1.3% | Unchanged | 13F ↗ |
| 23 | NCLH Norwegian Cruise Line Holdings Ltd. | 105,000 | $1.5M | 1.3% | +5.0% | 13F ↗ |
| 24 | RJET Republic Airways Holdings Inc. | 82,602 | $1.5M | 1.2% | Unchanged | 13F ↗ |
| 25 | KGS Kodiak Gas Services, Inc. | 27,981 | $1.5M | 1.2% | Unchanged | 13F ↗ |
| 26 | VSTS Vestis Corporation | 105,000 | $1.4M | 1.2% | New | 13F ↗ |
| 27 | AESI Atlas Energy Solutions Inc. | 116,400 | $1.4M | 1.1% | -31.5% | 13F ↗ |
| 28 | VICI VICI Properties Inc. | 49,145 | $1.1M | 0.9% | Unchanged | 13F ↗ |
| 29 | REZI Resideo Technologies, Inc. | 60,000 | $1.1M | 0.9% | New | 13F ↗ |
| 30 | PTON Peloton Interactive, Inc. | 205,000 | $1.0M | 0.8% | Unchanged | 13F ↗ |
| 31 | FLL Full House Resorts, Inc. | 714,897 | $1.0M | 0.8% | Unchanged | 13F ↗ |
| 32 | WHK WhiteHawk Minerals Corp | 40,000 | $979.2K | 0.8% | +33.3% | 13F ↗ |
| 33 | KMX CarMax Inc | 15,000 | $826.6K | 0.7% | Unchanged | 13F ↗ |
| 34 | IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 15,000 | $710.1K | 0.6% | -25.0% | 13F ↗ |
| 35 | UBER Uber Technologies, Inc. | 10,000 | $685.1K | 0.6% | Unchanged | 13F ↗ |
| 36 | BYD Boyd Gaming Corporation | 10,000 | $665.7K | 0.5% | Unchanged | 13F ↗ |
| 37 | Braemar Hotels & Resorts Inc 5.5 Cum Cv Pfd B | 50,000 | $624.0K | 0.5% | Unchanged | 13F ↗ |
| 38 | NINE Nine Energy Service, Inc. | 80,559 | $602.6K | 0.5% | Unchanged | 13F ↗ |
| 39 | FUN Six Flags Entertainment Corporation | 45,800 | $490.5K | 0.4% | -42.8% | 13F ↗ |
| 40 | GLD SPDR Gold Shares · Gold Shs | 1,000 | $380.8K | 0.3% | New | 13F ↗ |
| 41 | LVS Las Vegas Sands Corp. | 10,000 | $378.1K | 0.3% | Unchanged | 13F ↗ |
| 42 | MAR Marriott International | 1,000 | $355.7K | 0.3% | New | 13F ↗ |
| 43 | GAU Galiano Gold Inc. | 100,000 | $194.0K | 0.2% | Unchanged | 13F ↗ |
| 44 | BHR Braemar Hotels & Resorts Inc. · Reit | 99,380 | $166.0K | 0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
5 new, 10 added to, 8 trimmed, 3 exited, 21 unchanged. By estimated dollars.
New positions (5)
Added to (10)
| CRC California Resources Corporation | 50,000 | +400% | $2.0M |
| GLPI Gaming and Leisure Properties, Inc. | 183,874 | +37.3% | $1.9M |
| WYNN Wynn Resorts, Limited | 97,000 | +18.3% | $1.2M |
| WH Wyndham Hotels & Resorts, Inc. | 65,000 | +30.0% | $1.1M |
| CHDN Churchill Downs, Incorporated | 156,341 | +7.7% | $849.2K |
| RRR Red Rock Resorts, Inc. | 65,000 | +18.2% | $495.4K |
| WHK WhiteHawk Minerals Corp | 40,000 | +33.3% | $244.8K |
| PSUS Pershing Square USA, Ltd. | 45,000 | +12.5% | $185.5K |
| BRSL Brightstar Lottery PLC Trading under the Legal Name to begin at the market open on July 21, 2025. | 853,020 | +1.8% | $151.8K |
| NCLH Norwegian Cruise Line Holdings Ltd. | 105,000 | +5.0% | $73.3K |
Trimmed (8)
| MTN Vail Resorts, Inc. | 26,000 | -55.2% | -$4.4M |
| H Hyatt Hotels Corporation | 20,000 | -33.3% | -$1.6M |
| PRKS United Parks & Resorts Inc. | 84,646 | -29.5% | -$1.1M |
| PENN PENN Entertainment, Inc. | 353,400 | -12.4% | -$732.5K |
| AESI Atlas Energy Solutions Inc. | 116,400 | -31.5% | -$643.7K |
| FUN Six Flags Entertainment Corporation | 45,800 | -42.8% | -$366.3K |
| CZR Caesars Entertainment, Inc. | 125,000 | -7.4% | -$296.5K |
| IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 15,000 | -25.0% | -$236.7K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 46 | $121.8M | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 46 | $153.6M | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 44 | $116.9M | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 44 | $123.6M | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 42 | $120.2M | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 38 | $112.5M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 37 | $114.0M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer