account_balance
Investment manager · 13F filer · SEC CIK 2052484
Orvieto Partners, L.P.
Reported value$113Mas of Sep 30, 2026
Positions44 5 new, 3 sold out
Top 10 weight55.5%CHDN alone is 10%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CHDNChurchill Downs Inc
10.5%Added +8%
BRSLBrightstar Lottery PLC
7.5%
WYNNWynn Resorts Ltd
6.8%Added +18%
GLPIGaming & Leisure Properties, Inc.
6.2%Added +37%
KRPKimbell Royalty Partners, LP
5.0%
PENNPENN Entertainment, Inc.
4.6%Trimmed −12%
WHWyndham Hotels & Resorts, Inc.
4.1%Added +30%
UHAL-BU-Haul Holding Co
4.0%
PPLIPeople Inc
3.5%
CZRCaesars Entertainment, Inc.
3.3%Trimmed −7%
ARLPAlliance Resource Partners LP
3.2%
MTNVail Resorts Inc
3.2%Trimmed −55%
CHDNChurchill Downs Inc
10.5%Added +8%
BRSLBrightstar Lottery PLC
7.5%
WYNNWynn Resorts Ltd
6.8%Added +18%
GLPIGaming & Leisure Properties, Inc.
6.2%Added +37%
KRPKimbell Royalty Partners, LP
5.0%
PENNPENN Entertainment, Inc.
4.6%
WHWyndham Hotels & Resorts, Inc.
4.1%
UHAL-BU-Haul Holding Co
4.0%
PPLIPeople Inc
3.5%
CZR3.3%ARLPMTN3.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CHDN Churchill Downs Inc 10.5% Added +8%BRSL Brightstar Lottery PLC 7.5% HeldWYNN Wynn Resorts Ltd 6.8% Added +18%GLPI Gaming & Leisure Properties, Inc. 6.2% Added +37%KRP Kimbell Royalty Partners, LP 5.0% HeldPENN PENN Entertainment, Inc. 4.6% Trimmed −12%WH Wyndham Hotels & Resorts, Inc. 4.1% Added +30%UHAL-B U-Haul Holding Co 4.0% HeldPPLI People Inc 3.5% HeldCZR Caesars Entertainment, Inc. 3.3% Trimmed −7%ARLP Alliance Resource Partners LP 3.2% HeldMTN Vail Resorts Inc 3.2% Trimmed −55%
What changed
Biggest moves since Jun 30, 2026
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