Orvieto Partners, L.P.
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| U HAUL HOLDING COMPANY | 0 | 60,599 | +60,599 | 0 | 2,706,957 | +2,706,957 |
| RED ROCK RESORTS INC | 0 | 50,000 | +50,000 | 0 | 2,668,000 | +2,668,000 |
| WYNDHAM HOTELS & RESORTS INC | 0 | 35,000 | +35,000 | 0 | 2,843,050 | +2,843,050 |
| HYATT HOTELS CORP | 0 | 30,000 | +30,000 | 0 | 4,313,700 | +4,313,700 |
| CAESARS ENTERTAINMENT INC NE | 0 | 157,111 | +157,111 | 0 | 4,152,444 | +4,152,444 |
| PENN ENTERTAINMENT INC | 0 | 643,400 | +643,400 | 0 | 9,670,302 | +9,670,302 |
| SIX FLAGS ENTERTAINMENT CORP | 0 | 65,000 | +65,000 | 0 | 1,153,750 | +1,153,750 |
| VAIL RESORTS INC | 0 | 40,000 | +40,000 | 0 | 5,132,800 | +5,132,800 |
| ALLIANCE RESOURCE PARTNERS L | 0 | 149,064 | +149,064 | 0 | 4,121,620 | +4,121,620 |
| ATLAS ENERGY SOLUTIONS INC | 0 | 130,000 | +130,000 | 0 | 1,705,600 | +1,705,600 |
| IAC INC | 0 | 170,000 | +170,000 | 0 | 6,805,100 | +6,805,100 |
| BRAEMAR HOTELS & RESORTS INC | 0 | 50,000 | +50,000 | 0 | 721,500 | +721,500 |
| UBER TECHNOLOGIES INC | 0 | 15,000 | +15,000 | 0 | 1,078,950 | +1,078,950 |
| REPUBLIC AWYS HLDGS INC | 0 | 116,989 | +116,989 | 0 | 2,091,763 | +2,091,763 |
| ACCEL ENTERTAINMENT INC | 0 | 133,838 | +133,838 | 0 | 1,460,173 | +1,460,173 |
| NORWEGIAN CRUISE LINE HLDGS | 0 | 80,000 | +80,000 | 0 | 1,496,000 | +1,496,000 |
| FULL HSE RESORTS INC | 0 | 714,897 | +714,897 | 0 | 1,608,518 | +1,608,518 |
| MADISON SQUARE GRDN SPRT COR | 0 | 3,265 | +3,265 | 0 | 1,049,371 | +1,049,371 |
| KIMBELL RTY PARTNERS LP | 0 | 397,554 | +397,554 | 0 | 5,752,606 | +5,752,606 |
| HERTZ GLOBAL HLDGS INC | 0 | 20,000 | +20,000 | 0 | 92,200 | +92,200 |
| CHURCHILL DOWNS INC | 0 | 95,700 | +95,700 | 0 | 8,596,731 | +8,596,731 |
| VIKING HOLDINGS LTD | 0 | 20,000 | +20,000 | 0 | 1,469,600 | +1,469,600 |
| LINDBLAD EXPEDITIONS HLDGS I | 0 | 13,780 | +13,780 | 0 | 238,394 | +238,394 |
| CARMAX INC | 0 | 10,000 | +10,000 | 0 | 415,800 | +415,800 |
| GALIANO GOLD INC | 0 | 100,000 | +100,000 | 0 | 251,000 | +251,000 |
| GOLDEN ENTMT INC | 0 | 54,485 | +54,485 | 0 | 1,454,205 | +1,454,205 |
| GAMING & LEISURE P | 0 | 133,874 | +133,874 | 0 | 5,939,989 | +5,939,989 |
| MATCH GROUP INC NEW | 0 | 30,000 | +30,000 | 0 | 921,300 | +921,300 |
| ISHARES BITCOIN TRUST ETF | 0 | 20,000 | +20,000 | 0 | 768,400 | +768,400 |
| UNITED PARKS & RESORTS INC | 0 | 177,000 | +177,000 | 0 | 5,780,820 | +5,780,820 |
| TALOS ENERGY INC | 0 | 10,000 | +10,000 | 0 | 157,600 | +157,600 |
| CALIFORNIA RES CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| MGM RESORTS INTERNATIONAL | 0 | 100,000 | +100,000 | 0 | 3,701,000 | +3,701,000 |
| ECHOSTAR CORP | 0 | 5,000 | +5,000 | 0 | 585,350 | +585,350 |
| BRAEMAR HOTELS & RESORTS INC | 0 | 149,380 | +149,380 | 0 | 352,537 | +352,537 |
| LYFT INC | 0 | 110,000 | +110,000 | 0 | 1,463,000 | +1,463,000 |
| FLUTTER ENTMT PLC | 0 | 7,000 | +7,000 | 0 | 713,650 | +713,650 |
| SEADRILL LTD | 0 | 55,000 | +55,000 | 0 | 2,502,500 | +2,502,500 |
| SIX FLAGS ENTERTAINMENT CORP(Call) | 0 | 0 | 0 | 0 | 0 | 0 |
| PENN ENTERTAINMENT INC(Call) | 0 | 0 | 0 | 0 | 0 | 0 |
| CINEMARK HLDGS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| CAESARS ENTERTAINMENT INC NE(Call) | 0 | 0 | 0 | 0 | 0 | 0 |
| CALLAWAY GOLF CO | 0 | 60,000 | +60,000 | 0 | 832,800 | +832,800 |
| BRIGHTSTAR LOTTERY PLC | 0 | 753,596 | +753,596 | 0 | 9,600,813 | +9,600,813 |
| BOYD GAMING CORP | 0 | 10,000 | +10,000 | 0 | 821,800 | +821,800 |
| U HAUL HOLDING COMPANY | 0 | 79,203 | +79,203 | 0 | 3,784,319 | +3,784,319 |
| LAS VEGAS SANDS CORP | 0 | 10,000 | +10,000 | 0 | 538,800 | +538,800 |
| WYNN RESORTS LTD | 0 | 25,000 | +25,000 | 0 | 2,538,750 | +2,538,750 |
| KODIAK GAS SVCS INC | 0 | 47,981 | +47,981 | 0 | 2,798,252 | +2,798,252 |