Orvieto Partners, L.P.: 13F holdings
CIK 20524842026Q2
| Positions | 46 |
|---|---|
| Reported value | $153.6m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CHDN CHURCHILL DOWNS INC | 145,120 | $13.0m | 8.5% |
| BRIGHTSTAR LOTTERY PLC | 837,820 | $9.0m | 5.8% |
| PENN PENN ENTERTAINMENT INC | 403,400 | $8.6m | 5.6% |
| WYNN WYNN RESORTS LTD | 82,000 | $8.0m | 5.2% |
| MTN VAIL RESORTS INC | 58,000 | $7.9m | 5.1% |
| GLPI GAMING & LEISURE P | 133,874 | $6.0m | 3.9% |
| H HYATT HOTELS CORP | 30,000 | $5.8m | 3.8% |
| KIMBELL RTY PARTNERS LP | 397,554 | $5.8m | 3.8% |
| PRKS UNITED PARKS & RESORTS INC | 120,000 | $5.7m | 3.7% |
| UHAL.B U HAUL HOLDING COMPANY | 84,944 | $4.9m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2052484")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.