Orvieto Partners, L.P. Top Holdings and 13F Report (2025) About Orvieto Partners, L.P.Investment ActivityOrvieto Partners, L.P. has $112.48 million in total holdings as of June 30, 2025.Orvieto Partners, L.P. owns shares of 38 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 19.53% of the portfolio was purchased this quarter.About 21.97% of the portfolio was sold this quarter.This quarter, Orvieto Partners, L.P. has purchased 37 new stocks and bought additional shares in 12 stocks.Orvieto Partners, L.P. sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings PENN Entertainment $11,079,400Churchill Downs $10,493,900International Game Technology $9,410,397Kodiak Gas Services $6,534,638Kimbell Royalty $6,430,800 Largest New Holdings this Quarter 448579102 - Hyatt Hotels $2,793,000 Holding90353T100 - Uber Technologies $1,399,500 Holding642045108 - ATLAS ENERGY SOLUTIONS INC $802,200 Holding590479135 - Mesa Air Group $443,790 Holding Largest Purchases this Quarter Churchill Downs 65,000 shares (about $6.57M)PENN Entertainment 180,000 shares (about $3.22M)Hyatt Hotels 20,000 shares (about $2.79M)U HAUL HOLDING COMPANY 33,152 shares (about $1.80M)International Game Technology 95,000 shares (about $1.50M) Largest Sales this Quarter Kodiak Gas Services 103,600 shares (about $3.55M)Accel Entertainment 281,872 shares (about $3.32M)Caesars Entertainment 110,000 shares (about $3.12M)MGM Resorts International 70,000 shares (about $2.41M)FLOWCO HLDGS INC 100,000 shares (about $1.78M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOrvieto Partners, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPENNPENN Entertainment$11,079,400$3,216,600 ▲40.9%620,0009.8%Consumer DiscretionaryCHDNChurchill Downs$10,493,900$6,565,000 ▲167.1%103,9009.3%Consumer DiscretionaryIGTInternational Game Technology$9,410,397$1,501,950 ▲19.0%595,2188.4%Consumer DiscretionaryKGSKodiak Gas Services$6,534,638$3,550,372 ▼-35.2%190,6815.8%EnergyKRPKimbell Royalty$6,430,800$214,426 ▼-3.2%460,6595.7%EnergySIX FLAGS ENTERTAINMENT CORP$5,765,055$760,750 ▲15.2%189,4535.1%COMWYNNWynn Resorts$5,151,850$468,350 ▲10.0%55,0004.6%Consumer DiscretionaryU HAUL HOLDING COMPANY$4,915,157$1,802,474 ▲57.9%90,4024.4%COM SER NTTSHTile Shop Hldgs$4,713,8090.0%741,1654.2%Retail/WholesaleSDRLSeadrill$4,711,875$658,875 ▲16.3%179,5004.2%EnergySEASSeaWorld Entertainment$3,866,300$707,250 ▲22.4%82,0003.4%Consumer DiscretionaryBYDBoyd Gaming$3,129,2000.0%40,0002.8%Consumer DiscretionaryHHyatt Hotels$2,793,000$2,793,000 ▲New Holding20,0002.5%Consumer DiscretionaryGAMBGambling.com Group$2,615,8000.0%220,0002.3%Business ServicesFLLFull House Resorts$2,579,557$89,227 ▲3.6%704,7972.3%Consumer DiscretionaryGLPIGaming and Leisure Properties$2,334,000$466,800 ▼-16.7%50,0002.1%FinanceMCRIMonarch Casino & Resort$2,178,8070.0%25,2061.9%Consumer DiscretionaryLVSLas Vegas Sands$2,175,500$217,550 ▲11.1%50,0001.9%Consumer DiscretionaryLYFTLyft$2,048,800$315,200 ▲18.2%130,0001.8%Computer and TechnologyCZRCaesars Entertainment$2,011,346$3,122,899 ▼-60.8%70,8471.8%Consumer DiscretionaryCNKCinemark$1,961,700$603,600 ▼-23.5%65,0001.7%Consumer DiscretionaryMODGTopgolf Callaway Brands$1,408,7500.0%175,0001.3%Consumer DiscretionaryUBERUber Technologies$1,399,500$1,399,500 ▲New Holding15,0001.2%Computer and TechnologyCRCCalifornia Resources$1,370,100$228,350 ▲20.0%30,0001.2%EnergyBHRBRAEMAR HOTELS & RESORTS$1,250,9230.0%510,5811.1%FinanceVIKING HOLDINGS LTD$1,065,8000.0%20,0000.9%ORD SHSACELAccel Entertainment$1,036,666$3,317,633 ▼-76.2%88,0770.9%Consumer DiscretionaryMGMMGM Resorts International$1,031,700$2,407,300 ▼-70.0%30,0000.9%Consumer DiscretionaryMTCHMatch Group$926,700$154,450 ▼-14.3%30,0000.8%Computer and TechnologyISHARES BITCOIN TRUST ETF$918,1500.0%15,0000.8%SHS BEN INTTALOTalos Energy$914,9920.0%107,9000.8%EnergyFLOWCO HLDGS INC$890,500$1,781,000 ▼-66.7%50,0000.8%COM CL AATLAS ENERGY SOLUTIONS INC$802,200$802,200 ▲New Holding60,0000.7%COM NEWEVRIEveri$784,168$640,800 ▼-45.0%55,0680.7%Business ServicesUHALU-Haul$666,1600.0%11,0000.6%TransportationMESAMesa Air Group$443,790$443,790 ▲New Holding477,1940.4%TransportationSATSEchoStar$415,500$415,500 ▼-50.0%15,0000.4%Computer and TechnologyTNLTravel + Leisure$258,050$1,032,200 ▼-80.0%5,0000.2%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$0$4,195,425 ▼-100.0%00.0%FinanceARLPAlliance Resource Partners$0$2,148,136 ▼-100.0%00.0%EnergyNFENew Fortress Energy$0$664,800 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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