Orvieto Partners, L.P. — 13F holdings

Orvieto Partners, L.P. reported 46 holdings worth $154M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. CHDN CHURCHILL DOWNS INC — $13.0M (8.5%)
2. BRSL Brightstar Lottery PLC — $8.98M (5.8%)
3. PENN PENN ENTERTAINMENT INC — $8.62M (5.6%)
4. WYNN WYNN RESORTS LTD — $7.96M (5.2%)
5. MTN VAIL RESORTS INC — $7.90M (5.1%)
6. SPY SPDR S&P 500 ETF TR — $7.47M (4.9%)
7. QQQ Invesco Qqq Tr — $7.36M (4.8%)
8. GLPI GAMING & LEISURE PPTYS INC — $5.96M (3.9%)
9. H HYATT HOTELS CORP — $5.82M (3.8%)
10. KRP KIMBELL RTY PARTNERS LP — $5.78M (3.8%)