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Orvieto Partners, L.P.

报告期 2026-03-31 · CIK 0002052484

持仓数

44

前50大市值合计

$116.9M

报告期

2026-03-31

当前持仓调仓

前 44 大持仓

标的

类型

市值

股数

占比*

PENN PENN ENTERTAINMENT INC

COM

$9.7M

643,400

8.3%

— BRIGHTSTAR LOTTERY PLC

SHS USD

$9.6M

753,596

8.2%

CHDN CHURCHILL DOWNS INC

COM

$8.6M

95,700

7.4%

PPLI IAC INC

COM NEW

$6.8M

170,000

5.8%

GLPI GAMING & LEISURE P

COM

$5.9M

133,874

5.1%

PRKS UNITED PARKS & RESORTS INC

COM

$5.8M

177,000

4.9%

KRP KIMBELL RTY PARTNERS LP

UNIT

$5.8M

397,554

4.9%

MTN VAIL RESORTS INC

COM

$5.1M

40,000

4.4%

H HYATT HOTELS CORP

COM CL A

$4.3M

30,000

3.7%

CZR CAESARS ENTERTAINMENT INC NE

COM

$4.2M

157,111

3.6%

ARLP ALLIANCE RESOURCE PARTNERS L

UT LTD PART

$4.1M

149,064

3.5%

UHAL U HAUL HOLDING COMPANY

COM

$3.8M

79,203

3.2%

MGM MGM RESORTS INTERNATIONAL

COM

$3.7M

100,000

3.2%

WH WYNDHAM HOTELS & RESORTS INC

COM

$2.8M

35,000

2.4%

KGS KODIAK GAS SVCS INC

COM

$2.8M

47,981

2.4%

UHAL/B U HAUL HOLDING COMPANY

COM SER N

$2.7M

60,599

2.3%

RRR RED ROCK RESORTS INC

CL A

$2.7M

50,000

2.3%

WYNN WYNN RESORTS LTD

COM

$2.5M

25,000

2.2%

— SEADRILL LTD

COM

$2.5M

55,000

2.1%

RJET REPUBLIC AWYS HLDGS INC

COM SHS

$2.1M

116,989

1.8%

AESI ATLAS ENERGY SOLUTIONS INC

COM NEW

$1.7M

130,000

1.5%

FLL FULL HSE RESORTS INC

COM

$1.6M

714,897

1.4%

— NORWEGIAN CRUISE LINE HLDGS

SHS

$1.5M

80,000

1.3%

— VIKING HOLDINGS LTD

ORD SHS

$1.5M

20,000

1.3%

LYFT LYFT INC

CL A COM

$1.5M

110,000

1.3%

ACEL ACCEL ENTERTAINMENT INC

COM CL A1

$1.5M

133,838

1.2%

GDEN GOLDEN ENTMT INC

COM

$1.5M

54,485

1.2%

FUN SIX FLAGS ENTERTAINMENT CORP

COM

$1.2M

65,000

1.0%

UBER UBER TECHNOLOGIES INC

COM

$1.1M

15,000

0.9%

MSGS MADISON SQUARE GRDN SPRT COR

CL A

$1.0M

3,265

0.9%

MTCH MATCH GROUP INC NEW

COM

$921.3K

30,000

0.8%

CALY CALLAWAY GOLF CO

COM

$832.8K

60,000

0.7%

BYD BOYD GAMING CORP

COM

$821.8K

10,000

0.7%

IBIT ISHARES BITCOIN TRUST ETF

SHS BEN INT

$768.4K

20,000

0.7%

— BRAEMAR HOTELS & RESORTS INC

5.5 CUM CV PFD B

$721.5K

50,000

0.6%

— FLUTTER ENTMT PLC

SHS

$713.6K

7,000

0.6%

ECHO ECHOSTAR CORP

CL A

$585.4K

5,000

0.5%

LVS LAS VEGAS SANDS CORP

COM

$538.8K

10,000

0.5%

KMX CARMAX INC

COM

$415.8K

10,000

0.4%

BHR BRAEMAR HOTELS & RESORTS INC

COM

$352.5K

149,380

0.3%

GAU GALIANO GOLD INC

COM

$251.0K

100,000

0.2%

LIND LINDBLAD EXPEDITIONS HLDGS I

COM

$238.4K

13,780

0.2%

TALO TALOS ENERGY INC

COM

$157.6K

10,000

0.1%

HTZ HERTZ GLOBAL HLDGS INC

COM NEW

$92.2K

20,000

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

40%前 6 大占比

PENN8.3%BRIGHTSTAR LOTTERY PLC8.2%CHDN7.4%PPLI5.8%GLPI5.1%PRKS4.9%

Orvieto Partners, L.P. 13F 持仓明细(2026-03-31) · 小隐寺数据中心