Orvieto Partners, L.P.
CIK 2052484 · Holdings on Jun 30, 2026 · First reported Aug 13, 2026
Top ten holdings
Q2 2026- CHDN9.81%
- BRSL6.77%
- PENN6.50%
- WYNN6.00%
- MTN5.95%
- GLPI4.50%
- H4.39%
- KRP4.36%
- PRKS4.32%
- UHAL.B3.70%
Share classes counted separately56.30%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- WYNNWeight increased · +3.83 pp2.17% → 6.00%Shares +57.00K (+228.00%)
- PPLIWeight decreased · -2.51 pp5.82% → 3.31%Shares -75.00K (-44.12%)
- CHDNWeight increased · +2.45 pp7.36% → 9.81%Shares +49.42K (+51.64%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CHDNCHURCHILL DOWNS INC View history and evidence | $13.01M | 9.81% | 145.12K shares | 7.36% → 9.81%+2.45 pp +49.42K (+51.64%) | Added | ▾ |
| 02 | BRSLBRIGHTSTAR LOTTERY PLCSHS USD View history and evidence | $8.98M | 6.77% | 837.82K shares | 8.22% → 6.77%-1.45 pp +84.22K (+11.18%) | Added | ▾ |
| 03 | PENNPENN ENTERTAINMENT INC View history and evidence | $8.62M | 6.50% | 403.40K shares | 8.28% → 6.50%-1.78 pp -240.00K (-37.30%) | Reduced | ▾ |
| 04 | WYNNWYNN RESORTS LTD View history and evidence | $7.96M | 6.00% | 82.00K shares | 2.17% → 6.00%+3.83 pp +57.00K (+228.00%) | Added | ▾ |
| 05 | MTNVAIL RESORTS INC View history and evidence | $7.90M | 5.95% | 58.00K shares | 4.39% → 5.95%+1.56 pp +18.00K (+45.00%) | Added | ▾ |
| 06 | GLPIGAMING AND LEISURE PROPERTIE View history and evidence | $5.96M | 4.50% | 133.87K shares | 5.08% → 4.50%-0.58 pp 0 (0.00%) | Unchanged | ▾ |
| 07 | HHYATT HOTELS CORP - CL ACOM CL A View history and evidence | $5.82M | 4.39% | 30.00K shares | 3.69% → 4.39%+0.70 pp 0 (0.00%) | Unchanged | ▾ |
| 08 | KRPKIMBELL ROYALTY PARTNERS LPUNIT View history and evidence | $5.78M | 4.36% | 397.55K shares | 4.92% → 4.36%-0.56 pp 0 (0.00%) | Unchanged | ▾ |
| 09 | PRKSUNITED PARKS & RESORTS INC View history and evidence | $5.73M | 4.32% | 120.00K shares | 4.95% → 4.32%-0.63 pp -57.00K (-32.20%) | Reduced | ▾ |
| 10 | UHAL.BU-HAUL HOLDING CO-NON VOTINGCOM SER N View history and evidence | $4.90M | 3.70% | 84.94K shares | 2.32% → 3.70%+1.38 pp +24.34K (+40.17%) | Added | ▾ |
Options overlay 4
$21.03M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Put | 10.00K | $7.47M | +10.00K | ▾ |
QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | Put | 10.00K | $7.36M | +10.00K | ▾ |
USOUNITED STATES OIL FUND LPUNITS View history and evidence | Put | 30.00K | $3.19M | +30.00K | ▾ |
3 / 4 options · preview only
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LYFT LYFT INC-A | Non-derivative | -110,000 | -$1.46M | SEC filing ↗ | SEC filing ↗ |
| GDEN GOLDEN ENTERTAINMENT INC | Non-derivative | -54,485 | -$1.45M | SEC filing ↗ | SEC filing ↗ |
| MTCH MATCH GROUP INC | Non-derivative | -30,000 | -$921.30K | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2052484 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 153644309
}Research all 46 reported holdings.
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