Orvieto Partners, L.P. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$114.0B
Holdings
37
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KGSKODIAK GAS SVCS INC | 294,281 | $11.0B | 9.63% | |
| 2 | IGTINTERNATIONAL GAME TECHNOLOG | 500,218 | $8.1B | 7.13% | |
| 3 | PENNPENN ENTERTAINMENT INC | 440,000 | $7.2B | 6.29% | |
| 4 | KRPKIMBELL RTY PARTNERS LP | 476,019 | $6.7B | 5.84% | |
| 5 | FUNSIX FLAGS ENTERTAINMENT CORP | 164,453 | $5.9B | 5.14% | |
| 6 | TTS1EURTILE SHOP HLDGS INC | 741,165 | $4.8B | 4.21% | |
| 7 | CZRCAESARS ENTERTAINMENT INC NE | 180,847 | $4.5B | 3.97% | |
| 8 | CHRCHURCHILL DOWNS INC | 38,900 | $4.3B | 3.79% | |
| 9 | SPYSPDR S&P 500 ETF TR | 7,500 | $4.2B | 3.68% | |
| 10 | WYNNWYNN RESORTS LTD | 50,000 | $4.2B | 3.66% | |
| 11 | SDRLSEADRILL LTD | 154,400 | $3.9B | 3.39% | |
| 12 | FLOCFLOWCO HLDGS INC | 150,000 | $3.8B | 3.37% | |
| 13 | ACELACCEL ENTERTAINMENT INC | 369,949 | $3.7B | 3.22% | |
| 14 | UHAL/BU HAUL HOLDING COMPANY | 57,250 | $3.4B | 2.97% | |
| 15 | GLPIGAMING & LEISURE PPTYS INC | 60,000 | $3.1B | 2.68% | |
| 16 | PRKSUNITED PARKS & RESORTS INC | 67,000 | $3.0B | 2.67% | |
| 17 | MGMMGM RESORTS INTERNATIONAL | 100,000 | $3.0B | 2.60% | |
| 18 | FLLFULL HSE RESORTS INC | 680,418 | $2.8B | 2.49% | |
| 19 | GAMBGAMBLING COM GROUP LIMITED | 220,000 | $2.8B | 2.43% | |
| 20 | BYDBOYD GAMING CORP | 40,000 | $2.6B | 2.31% | |
| 21 | ARLPALLIANCE RESOURCE PARTNERS L | 78,744 | $2.1B | 1.88% | |
| 22 | CNKCINEMARK HLDGS INC | 85,000 | $2.1B | 1.86% | |
| 23 | MCRIMONARCH CASINO & RESORT INC | 25,206 | $2.0B | 1.72% | |
| 24 | LVSLAS VEGAS SANDS CORP | 45,000 | $1.7B | 1.52% | |
| 25 | G2CEVERI HLDGS INC | 100,068 | $1.4B | 1.20% | |
| 26 | LYFTLYFT INC | 110,000 | $1.3B | 1.15% | |
| 27 | BHRBRAEMAR HOTELS & RESORTS INC | 510,581 | $1.3B | 1.12% | |
| 28 | TNLTRAVEL PLUS LEISURE CO | 25,000 | $1.2B | 1.01% | |
| 29 | CALYTOPGOLF CALLAWAY BRANDS CORP | 175,000 | $1.2B | 1.01% | |
| 30 | CRCCALIFORNIA RES CORP | 25,000 | $1.1B | 0.96% | |
| 31 | MTCHMATCH GROUP INC NEW | 35,000 | $1.1B | 0.96% | |
| 32 | TALOTALOS ENERGY INC | 107,900 | $1.0B | 0.92% | |
| 33 | VIKVIKING HOLDINGS LTD | 20,000 | $795.0M | 0.70% | |
| 34 | SATSECHOSTAR CORP | 30,000 | $767.4M | 0.67% | |
| 35 | UHALU HAUL HOLDING COMPANY | 11,000 | $719.0M | 0.63% | |
| 36 | IBITISHARES BITCOIN TRUST ETF | 15,000 | $702.1M | 0.62% | |
| 37 | NFENEW FORTRESS ENERGY INC | 80,000 | $664.8M | 0.58% |