DOSSIER · 13F-HR · Q2 2026

Orvieto Partners, L.P.

$154M in tracked AUM across 46 positions as of Q2 2026.

OP
CIK 0002052484 · last filed Jun 30, 2026
Total AUM
$154M
as of Q2 2026
Holdings
46
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Orvieto Partners, L.P. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CHDN
CHURCHILL DOWNS INC
$13M145K8.5%
02
G4863A108
BRIGHTSTAR LOTTERY PLC
$9M838K5.8%
03
PENN
PENN ENTERTAINMENT INC
$9M403K5.6%
04
WYNN
WYNN RESORTS LTD
$8M82K5.2%
05
MTN
VAIL RESORTS INC
$8M58K5.1%
06
SPY
STATE STR SPDR S&P 500 ETF T
$7M10K4.9%
07
QQQ
INVESCO QQQ TR
$7M10K4.8%
08
GLPI
GAMING & LEISURE P
$6M134K3.9%
09
H
HYATT HOTELS CORP
$6M30K3.8%
10
KRP
KIMBELL RTY PARTNERS LP
$6M398K3.8%

Filing history

2026Q2Jun 30
$154M 31.5%
46 positionsView →
2026Q1Mar 31
$117M 5.5%
44 positionsView →
2025Q4Dec 31
$124M 78.4%
44 positionsView →
2025Q3Sep 30
$69M 38.4%
26 positionsView →
2025Q2Jun 30
$112M 1.3%
38 positionsLocked
2025Q1Mar 31
$114M 3.8%
37 positionsLocked
2024Q4Dec 31
$119M
35 positionsLocked