Orvieto Partners, L.P. Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$120.2B
Holdings
40
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IGTBRIGHTSTAR LOTTERY PLC | 738,596 | $12.7B | 10.60% | Call |
| 2 | PENNPENN ENTERTAINMENT INC | 558,400 | $10.8B | 8.94% | |
| 3 | KGSKODIAK GAS SVCS INC | 200,681 | $7.4B | 6.17% | |
| 4 | CHRCHURCHILL DOWNS INC | 65,000 | $6.3B | 5.24% | |
| 5 | WYNNWYNN RESORTS LTD | 45,000 | $5.8B | 4.80% | |
| 6 | KRPKIMBELL RTY PARTNERS LP | 422,493 | $5.7B | 4.74% | |
| 7 | UHAL/BU HAUL HOLDING COMPANY | 108,866 | $5.5B | 4.61% | |
| 8 | PRKSUNITED PARKS & RESORTS INC | 107,000 | $5.5B | 4.60% | Call |
| 9 | HHYATT HOTELS CORP | 35,000 | $5.0B | 4.13% | |
| 10 | SDRLSEADRILL LTD | 144,500 | $4.4B | 3.63% | |
| 11 | TTS1EURTILE SHOP HLDGS INC | 705,891 | $4.3B | 3.55% | |
| 12 | FUNSIX FLAGS ENTERTAINMENT CORP | 179,453 | $4.1B | 3.39% | |
| 13 | MTNVAIL RESORTS INC | 25,000 | $3.7B | 3.11% | |
| 14 | BYDBOYD GAMING CORP | 40,000 | $3.5B | 2.88% | |
| 15 | GLPIGAMING & LEISURE PPTYS INC | 68,874 | $3.2B | 2.67% | |
| 16 | OXYOCCIDENTAL PETE CORP | 65,000 | $3.1B | 2.55% | |
| 17 | LVSLAS VEGAS SANDS CORP | 50,000 | $2.7B | 2.24% | |
| 18 | CZRCAESARS ENTERTAINMENT INC NE | 95,847 | $2.6B | 2.15% | |
| 19 | LYFTLYFT INC | 110,000 | $2.4B | 2.01% | |
| 20 | FLLFULL HSE RESORTS INC | 714,797 | $2.3B | 1.91% | |
| 21 | CNKCINEMARK HLDGS INC | 65,000 | $1.8B | 1.51% | |
| 22 | CALYTOPGOLF CALLAWAY BRANDS CORP | 185,000 | $1.8B | 1.46% | |
| 23 | CRCCALIFORNIA RES CORP | 30,000 | $1.6B | 1.33% | |
| 24 | GAMBGAMBLING COM GROUP LIMITED | 187,252 | $1.5B | 1.27% | |
| 25 | TALOTALOS ENERGY INC | 137,900 | $1.3B | 1.10% | |
| 26 | VIKVIKING HOLDINGS LTD | 20,000 | $1.2B | 1.03% | |
| 27 | MTCHMATCH GROUP INC NEW | 30,000 | $1.1B | 0.88% | |
| 28 | IBITISHARES BITCOIN TRUST ETF | 15,000 | $975.0M | 0.81% | |
| 29 | GDENGOLDEN ENTMT INC | 40,874 | $963.8M | 0.80% | |
| 30 | AESIATLAS ENERGY SOLUTIONS INC | 80,000 | $909.6M | 0.76% | |
| 31 | BHRBRAEMAR HOTELS & RESORTS INC | 327,502 | $894.1M | 0.74% | |
| 32 | SATSECHOSTAR CORP | 10,000 | $763.6M | 0.64% | |
| 33 | MSGSMADISON SQUARE GRDN SPRT COR | 3,265 | $741.2M | 0.62% | |
| 34 | NCLHNORWEGIAN CRUISE LINE HLDG L | 30,000 | $738.9M | 0.61% | |
| 35 | —MESA AIR GROUP INC | 550,726 | $715.9M | 0.60% | |
| 36 | ACELACCEL ENTERTAINMENT INC | 55,181 | $610.9M | 0.51% | |
| 37 | MGMMGM RESORTS INTERNATIONAL | 15,000 | $519.9M | 0.43% | |
| 38 | UBERUBER TECHNOLOGIES INC | 5,000 | $489.9M | 0.41% | |
| 39 | UHALU HAUL HOLDING COMPANY | 8,000 | $456.6M | 0.38% | |
| 40 | GAUGALIANO GOLD INC | 100,000 | $219.0M | 0.18% |