Orvieto Partners, L.P.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| IAC INC | 0 | 155,000 | +155,000 | 0 | 6,060,500 | +6,060,500 |
| U HAUL HOLDING COMPANY | 0 | 127,000 | +127,000 | 0 | 6,402,070 | +6,402,070 |
| MGM RESORTS INTERNATIONAL | 0 | 115,000 | +115,000 | 0 | 4,196,350 | +4,196,350 |
| ALLIANCE RESOURCE PARTNERS L | 0 | 139,064 | +139,064 | 0 | 3,230,457 | +3,230,457 |
| GAMING & LEISURE PPTYS INC | 0 | 133,874 | +133,874 | 0 | 5,982,829 | +5,982,829 |
| CHURCHILL DOWNS INC | 0 | 75,000 | +75,000 | 0 | 8,533,500 | +8,533,500 |
| FLUTTER ENTMT PLC | 0 | 7,000 | +7,000 | 0 | 1,505,280 | +1,505,280 |
| REPUBLIC AWYS HLDGS INC | 0 | 79,500 | +79,500 | 0 | 1,460,415 | +1,460,415 |
| CAESARS ENTERTAINMENT INC NE(Call) | 0 | 50,000 | +50,000 | 0 | 1,169,500 | +1,169,500 |
| PENN ENTERTAINMENT INC(Call) | 0 | 75,000 | +75,000 | 0 | 1,106,250 | +1,106,250 |
| SIX FLAGS ENTERTAINMENT CORP(Call) | 0 | 70,000 | +70,000 | 0 | 1,073,800 | +1,073,800 |
| UNITED PARKS & RESORTS INC | 0 | 167,000 | +167,000 | 0 | 6,062,100 | +6,062,100 |
| WYNDHAM HOTELS & RESORTS INC | 0 | 10,000 | +10,000 | 0 | 755,600 | +755,600 |
| LAS VEGAS SANDS CORP | 0 | 50,000 | +50,000 | 0 | 3,254,500 | +3,254,500 |
| GOLDEN ENTMT INC | 0 | 54,485 | +54,485 | 0 | 1,481,447 | +1,481,447 |
| BRIGHTSTAR LOTTERY PLC | 0 | 738,596 | +738,596 | 0 | 11,433,466 | +11,433,466 |
| TOPGOLF CALLAWAY BRANDS CORP | 0 | 185,000 | +185,000 | 0 | 2,158,950 | +2,158,950 |
| CARMAX INC | 0 | 10,000 | +10,000 | 0 | 386,400 | +386,400 |
| ECHOSTAR CORP | 0 | 10,000 | +10,000 | 0 | 1,087,000 | +1,087,000 |
| NORWEGIAN CRUISE LINE HLDG L | 0 | 45,000 | +45,000 | 0 | 1,004,400 | +1,004,400 |
| ACCEL ENTERTAINMENT INC | 0 | 76,546 | +76,546 | 0 | 873,390 | +873,390 |
| VAIL RESORTS INC | 0 | 30,000 | +30,000 | 0 | 3,984,000 | +3,984,000 |
| LINDBLAD EXPEDITIONS HLDGS I | 0 | 13,780 | +13,780 | 0 | 198,708 | +198,708 |
| VIKING HOLDINGS LTD | 0 | 20,000 | +20,000 | 0 | 1,428,200 | +1,428,200 |
| MADISON SQUARE GRDN SPRT COR | 0 | 3,265 | +3,265 | 0 | 844,492 | +844,492 |
| BRAEMAR HOTELS & RESORTS INC | 0 | 327,502 | +327,502 | 0 | 939,931 | +939,931 |
| GALIANO GOLD INC | 0 | 100,000 | +100,000 | 0 | 253,000 | +253,000 |
| ATLAS ENERGY SOLUTIONS INC | 0 | 100,000 | +100,000 | 0 | 942,000 | +942,000 |
| ISHARES BITCOIN TRUST ETF | 0 | 20,000 | +20,000 | 0 | 993,000 | +993,000 |
| CAESARS ENTERTAINMENT INC NE | 0 | 110,847 | +110,847 | 0 | 2,592,711 | +2,592,711 |
| BOYD GAMING CORP | 0 | 40,000 | +40,000 | 0 | 3,409,600 | +3,409,600 |
| UBER TECHNOLOGIES INC | 0 | 5,000 | +5,000 | 0 | 408,550 | +408,550 |
| KIMBELL RTY PARTNERS LP | 0 | 477,493 | +477,493 | 0 | 5,615,318 | +5,615,318 |
| MATCH GROUP INC NEW | 0 | 30,000 | +30,000 | 0 | 968,700 | +968,700 |
| LYFT INC | 0 | 110,000 | +110,000 | 0 | 2,130,700 | +2,130,700 |
| WYNN RESORTS LTD | 0 | 45,000 | +45,000 | 0 | 5,414,850 | +5,414,850 |
| KODIAK GAS SVCS INC | 0 | 183,481 | +183,481 | 0 | 6,862,189 | +6,862,189 |
| CINEMARK HLDGS INC | 0 | 50,000 | +50,000 | 0 | 1,162,000 | +1,162,000 |
| TALOS ENERGY INC | 0 | 41,900 | +41,900 | 0 | 461,738 | +461,738 |
| SEADRILL LTD | 0 | 99,500 | +99,500 | 0 | 3,442,700 | +3,442,700 |
| FULL HSE RESORTS INC | 0 | 507,477 | +507,477 | 0 | 1,324,515 | +1,324,515 |
| CALIFORNIA RES CORP | 0 | 10,000 | +10,000 | 0 | 447,100 | +447,100 |
| HYATT HOTELS CORP | 0 | 15,000 | +15,000 | 0 | 2,404,800 | +2,404,800 |
| PENN ENTERTAINMENT INC | 0 | 555,000 | +555,000 | 0 | 8,186,250 | +8,186,250 |