DOSSIER · 13F-HR · Q1 2026

Orvieto Partners, L.P.

$117M in tracked AUM across 44 positions as of Q1 2026.

OP
CIK 0002052484 · last filed Mar 31, 2026
Total AUM
$117M
as of Q1 2026
Holdings
44
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Orvieto Partners, L.P. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PENN
PENN ENTERTAINMENT INC
$10M643K8.3%
02
G4863A108
BRIGHTSTAR LOTTERY PLC
$10M754K8.2%
03
CHDN
CHURCHILL DOWNS INC
$9M96K7.4%
04
IAC
IAC INC
$7M170K5.8%
05
GLPI
GAMING & LEISURE P
$6M134K5.1%
06
PRKS
UNITED PARKS & RESORTS INC
$6M177K4.9%
07
KRP
KIMBELL RTY PARTNERS LP
$6M398K4.9%
08
MTN
VAIL RESORTS INC
$5M40K4.4%
09
H
HYATT HOTELS CORP
$4M30K3.7%
10
CZR
CAESARS ENTERTAINMENT INC NE
$4M157K3.6%

Filing history

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