Orvieto Partners, L.p.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002052484

Type: FundHoldings: 37Value: $114.0MLatest: 2025Q1

Orvieto Partners, L.P. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 37 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MTCH",
  "LYFT",
  null,
  "PRKS",
  "MODG",
  "BYD",
  "KRP",
  "MCRI",
  "FUN",
  "SDRL.OL",
  "VIK",
  "TALO",
  "GLPI",
  "FLL",
  "IGT",
  "NFE",
  "TTSH",
  "UHAL",
  "SATS",
  "SPY",
  "UHAL-B",
  "EVRI",
  "ACEL",
  "GAMB",
  null,
  "WYNN",
  "KGS",
  "LVS",
  "MGM",
  "PENN",
  "TNL",
  "ARLP",
  "BHR",
  "CZR",
  "CRC",
  "CHDN",
  "CNK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 37
Total Value: 114020647
Accession Number: 0001085146-25-003166
Form Type: 13F-HR
CIK: orvieto-partners-lp
Manager Name: Orvieto-Partners-Lp

Data Enrichment

95% identified

35 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

37 positions • $114.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Kodiak Gas Services, Inc.

KGS|50012A108

Shares:294.3K

Value:$11.0M

% of Portfolio:9.6% ($11.0M/$114.0M)

International Game Technology PLC

IGT|G4863A108

Shares:500.2K

Value:$8.1M

% of Portfolio:7.1% ($8.1M/$114.0M)

PENN Entertainment, Inc.

PENN|707569109

Shares:440.0K

Value:$7.2M

% of Portfolio:6.3% ($7.2M/$114.0M)

Kimbell Royalty Partners, LP

KRP|49435R102

Shares:476.0K

Value:$6.7M

% of Portfolio:5.8% ($6.7M/$114.0M)

Six Flags Entertainment Corporation/NEW

FUN|83001C108

Shares:164.5K

Value:$5.9M

% of Portfolio:5.1% ($5.9M/$114.0M)

TILE SHOP HOLDINGS, INC.

TTSH|88677Q109

Shares:741.2K

Value:$4.8M

% of Portfolio:4.2% ($4.8M/$114.0M)

Caesars Entertainment, Inc.

CZR|12769G100

Shares:180.8K

Value:$4.5M

% of Portfolio:4.0% ($4.5M/$114.0M)

Churchill Downs Inc

CHDN|171484108

Shares:38.9K

Value:$4.3M

% of Portfolio:3.8% ($4.3M/$114.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:7.5K

Value:$4.2M

% of Portfolio:3.7% ($4.2M/$114.0M)

WYNN RESORTS LTD

WYNN|983134107

Shares:50.0K

Value:$4.2M

% of Portfolio:3.7% ($4.2M/$114.0M)

Seadrill Ltd

SDRL.OL|G7997W102

Shares:154.4K

Value:$3.9M

% of Portfolio:3.4% ($3.9M/$114.0M)

342909108

Shares:150.0K

Value:$3.8M

% of Portfolio:3.4% ($3.8M/$114.0M)

Accel Entertainment, Inc.

ACEL|00436Q106

Shares:369.9K

Value:$3.7M

% of Portfolio:3.2% ($3.7M/$114.0M)

U-Haul Holding Co /NV/

UHAL-B|023586506

Shares:57.3K

Value:$3.4M

% of Portfolio:3.0% ($3.4M/$114.0M)

Gaming & Leisure Properties, Inc.

GLPI|36467J108

Shares:60.0K

Value:$3.1M

% of Portfolio:2.7% ($3.1M/$114.0M)

United Parks & Resorts Inc.

PRKS|81282V100

Shares:67.0K

Value:$3.0M

% of Portfolio:2.7% ($3.0M/$114.0M)

MGM Resorts International

MGM|552953101

Shares:100.0K

Value:$3.0M

% of Portfolio:2.6% ($3.0M/$114.0M)

FULL HOUSE RESORTS INC

FLL|359678109

Shares:680.4K

Value:$2.8M

% of Portfolio:2.5% ($2.8M/$114.0M)

Gambling.com Group Ltd

GAMB|G3R239101

Shares:220.0K

Value:$2.8M

% of Portfolio:2.4% ($2.8M/$114.0M)

BOYD GAMING CORP

BYD|103304101

Shares:40.0K

Value:$2.6M

% of Portfolio:2.3% ($2.6M/$114.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Kodiak Gas Services, Inc.(KGScusip50012A108)	294.3K	QoQ -12.20% (-40.9K) YoY-	All Managers (Combined)	$11.0M	9.6% ($11.0M/$114.0M)	QoQ -19.79% (-$2.7M) YoY-
International Game Technology PLC(IGTcusipG4863A108)	500.2K	QoQ +6.53% (-30.7K) YoY-	All Managers (Combined)	$8.1M	7.1% ($8.1M/$114.0M)	QoQ -1.90% (-$158.1K) YoY-
PENN Entertainment, Inc.(PENNcusip707569109)	440.0K	QoQ +29.41% (+100.0K) YoY-	All Managers (Combined)	$7.2M	6.3% ($7.2M/$114.0M)	QoQ +6.49% (+$437.6K) YoY-
Kimbell Royalty Partners, LP(KRPcusip49435R102)	476.0K	QoQ +26.59% (+100.0K) YoY-	All Managers (Combined)	$6.7M	5.8% ($6.7M/$114.0M)	QoQ +9.20% (+$561.5K) YoY-
Six Flags Entertainment Corporation/NEW(FUNcusip83001C108)	164.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.9M	5.1% ($5.9M/$114.0M)	QoQ -25.98% (-$2.1M) YoY-
TILE SHOP HOLDINGS, INC.(TTSHcusip88677Q109)	741.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$4.8M	4.2% ($4.8M/$114.0M)	QoQ -6.49% (-$333.5K) YoY-
Caesars Entertainment, Inc.(CZRcusip12769G100)	180.8K	QoQ +28.49% (-40.1K) YoY-	All Managers (Combined)	$4.5M	4.0% ($4.5M/$114.0M)	QoQ -3.88% (-$182.6K) YoY-
Churchill Downs Inc(CHDNcusip171484108)	38.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$4.3M	3.8% ($4.3M/$114.0M)	QoQ -16.82% (-$874.1K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	7.5K	QoQ NEW(+7.5K) YoY-	All Managers (Combined)	$4.2M	3.7% ($4.2M/$114.0M)	QoQ NEW(+$4.2M) YoY-
WYNN RESORTS LTD(WYNNcusip983134107)	50.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$4.2M	3.7% ($4.2M/$114.0M)	QoQ -3.08% (-$133.0K) YoY-
Seadrill Ltd(SDRL.OLcusipG7997W102)	154.4K	QoQ +28.66% (-34.4K) YoY-	All Managers (Combined)	$3.9M	3.4% ($3.9M/$114.0M)	QoQ -17.37% (-$811.6K) YoY-
(cusip342909108)✕	150.0K	QoQ NEW(+150.0K) YoY-	All Managers (Combined)	$3.8M	3.4% ($3.8M/$114.0M)	QoQ NEW(+$3.8M) YoY-
Accel Entertainment, Inc.(ACELcusip00436Q106)	369.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$3.7M	3.2% ($3.7M/$114.0M)	QoQ -7.11% (-$281.2K) YoY-
U-Haul Holding Co /NV/(UHAL-Bcusip023586506)	57.3K	QoQ +41.18% (+16.7K) YoY-	All Managers (Combined)	$3.4M	3.0% ($3.4M/$114.0M)	QoQ +30.44% (+$790.8K) YoY-
Gaming & Leisure Properties, Inc.(GLPIcusip36467J108)	60.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$3.1M	2.7% ($3.1M/$114.0M)	QoQ +5.68% (+$164.4K) YoY-
United Parks & Resorts Inc.(PRKScusip81282V100)	67.0K	QoQ +17.54% (-10.0K) YoY-	All Managers (Combined)	$3.0M	2.7% ($3.0M/$114.0M)	QoQ -4.90% (-$157.0K) YoY-
MGM Resorts International(MGMcusip552953101)	100.0K	QoQ +20.77% (+17.2K) YoY-	All Managers (Combined)	$3.0M	2.6% ($3.0M/$114.0M)	QoQ +3.31% (+$95.0K) YoY-
FULL HOUSE RESORTS INC(FLLcusip359678109)	680.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.8M	2.5% ($2.8M/$114.0M)	QoQ +2.45% (+$68.0K) YoY-
Gambling.com Group Ltd(GAMBcusipG3R239101)	220.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.8M	2.4% ($2.8M/$114.0M)	QoQ -10.36% (-$321.2K) YoY-
BOYD GAMING CORP(BYDcusip103304101)	40.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.6M	2.3% ($2.6M/$114.0M)	QoQ -9.25% (-$268.4K) YoY-