Orvieto Partners, L.P. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$118.6B
Holdings
35
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KGSKODIAK GAS SVCS INC | 335,181 | $13.7B | 11.54% | |
| 2 | IGTINTERNATIONAL GAME TECHNOLOG | 469,518 | $8.3B | 6.99% | |
| 3 | FUNSIX FLAGS ENTERTAINMENT CORP | 164,453 | $7.9B | 6.68% | |
| 4 | PENNPENN ENTERTAINMENT INC | 340,000 | $6.7B | 5.68% | |
| 5 | KRPKIMBELL RTY PARTNERS LP | 376,019 | $6.1B | 5.15% | |
| 6 | CHRCHURCHILL DOWNS INC | 38,900 | $5.2B | 4.38% | |
| 7 | TTS1EURTILE SHOP HLDGS INC | 741,165 | $5.1B | 4.33% | |
| 8 | MCRIMONARCH CASINO & RESORT INC | 63,292 | $5.0B | 4.21% | |
| 9 | CZRCAESARS ENTERTAINMENT INC NE | 140,747 | $4.7B | 3.97% | |
| 10 | SDRLSEADRILL 2021 LTD | 120,000 | $4.7B | 3.94% | |
| 11 | WYNNWYNN RESORTS LTD | 50,000 | $4.3B | 3.63% | |
| 12 | ACELACCEL ENTERTAINMENT INC | 369,949 | $4.0B | 3.33% | |
| 13 | PRKSUNITED PARKS & RESORTS INC | 57,000 | $3.2B | 2.70% | |
| 14 | G2CEVERI HLDGS INC | 235,000 | $3.2B | 2.68% | |
| 15 | GAMBGAMBLING COM GROUP LIMITED | 220,000 | $3.1B | 2.61% | |
| 16 | BYDBOYD GAMING CORP | 40,000 | $2.9B | 2.45% | |
| 17 | GLPIGAMING & LEISURE PPTYS INC | 60,000 | $2.9B | 2.44% | |
| 18 | MGMMGM RESORTS INTERNATIONAL | 82,800 | $2.9B | 2.42% | |
| 19 | FLLFULL HSE RESORTS INC | 680,418 | $2.8B | 2.34% | |
| 20 | UHAL/BU HAUL HOLDING COMPANY | 40,550 | $2.6B | 2.19% | |
| 21 | LVSLAS VEGAS SANDS CORP | 45,000 | $2.3B | 1.95% | |
| 22 | ARLPALLIANCE RESOURCE PARTNERS L | 78,744 | $2.1B | 1.75% | |
| 23 | CRCCALIFORNIA RES CORP | 35,000 | $1.8B | 1.53% | |
| 24 | AESIATLAS ENERGY SOLUTIONS INC | 70,000 | $1.6B | 1.31% | |
| 25 | CNKCINEMARK HLDGS INC | 50,000 | $1.5B | 1.31% | |
| 26 | BHRBRAEMAR HOTELS & RESORTS INC | 493,225 | $1.5B | 1.25% | |
| 27 | TNLTRAVEL PLUS LEISURE CO | 25,000 | $1.3B | 1.06% | |
| 28 | CALYTOPGOLF CALLAWAY BRANDS CORP | 160,000 | $1.3B | 1.06% | |
| 29 | MTCHMATCH GROUP INC NEW | 35,000 | $1.1B | 0.97% | |
| 30 | TALOTALOS ENERGY INC | 107,900 | $1.0B | 0.88% | |
| 31 | TRWHEURBALLYS CORPORATION | 52,910 | $946.6M | 0.80% | |
| 32 | LYFTLYFT INC | 70,000 | $903.0M | 0.76% | |
| 33 | IBITISHARES BITCOIN TRUST ETF | 15,000 | $795.8M | 0.67% | |
| 34 | UHALU HAUL HOLDING COMPANY | 11,000 | $760.0M | 0.64% | |
| 35 | SATSECHOSTAR CORP | 20,000 | $458.0M | 0.39% |