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Orvieto Partners, L.P.

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13F filer, CIK 2052484, BOSTON, MA

Orvieto Partners, L.P. reported $116,851,814 across 44 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 56.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002052484-26-000002

Period
2026-03-31
Reported value
$117M
Holdings
44
Top 10 weight
56.26%
New
5
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
UHAL-Bnew+60,599$2.71M
RRRnew+50,000$2.67M
Hadded+15,000$2.16M
WHadded+25,000$2.03M
CHDNadded+20,700$1.86M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
KGSreduced-135,500-$7.9M
BYDreduced-30,000-$2.47M
UHALreduced-47,797-$2.28M
LVSreduced-40,000-$2.16M
WYNNreduced-20,000-$2.03M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002052484-26-000002, largest first. % of portfolio is the value over $116,851,814, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PENNPENN ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 340,000 shares; 2025Q1: 440,000 shares; 2025Q2: 620,000 shares; 2025Q3: 558,400 shares; 2025Q4: 555,000 shares; 2026Q1: 643,400 shares 643,400$9.67M8.28%+88,400Timeline
BRSLBRIGHTSTAR LOTTERY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 469,518 shares; 2025Q1: 500,218 shares; 2025Q2: 595,218 shares; 2025Q3: 638,596 shares; 2025Q4: 738,596 shares; 2026Q1: 753,596 shares 753,596$9.6M8.22%+15,000Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,900 shares; 2025Q1: 38,900 shares; 2025Q2: 103,900 shares; 2025Q3: 65,000 shares; 2025Q4: 75,000 shares; 2026Q1: 95,700 shares 95,700$8.6M7.36%+20,700Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155,000 shares; 2026Q1: 170,000 shares 170,000$6.81M5.82%+15,000Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: 50,000 shares; 2025Q3: 68,874 shares; 2025Q4: 133,874 shares; 2026Q1: 133,874 shares 133,874$5.94M5.08%0Timeline
PRKSUNITED PARKS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,000 shares; 2025Q1: 67,000 shares; 2025Q2: 82,000 shares; 2025Q3: 97,000 shares; 2025Q4: 167,000 shares; 2026Q1: 177,000 shares 177,000$5.78M4.95%+10,000Timeline
KRPKIMBELL RTY PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 376,019 shares; 2025Q1: 476,019 shares; 2025Q2: 460,659 shares; 2025Q3: 422,493 shares; 2025Q4: 477,493 shares; 2026Q1: 397,554 shares 397,554$5.75M4.92%-79,939Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: 30,000 shares; 2026Q1: 40,000 shares 40,000$5.13M4.39%+10,000Timeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 35,000 shares; 2025Q4: 15,000 shares; 2026Q1: 30,000 shares 30,000$4.31M3.69%+15,000Timeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 140,747 shares; 2025Q1: 180,847 shares; 2025Q2: 70,847 shares; 2025Q3: 95,847 shares; 2025Q4: 110,847 shares; 2026Q1: 157,111 shares 157,111$4.15M3.55%+46,264Timeline
ARLPALLIANCE RESOURCE PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 78,744 shares; 2025Q1: 78,744 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,064 shares; 2026Q1: 149,064 shares 149,064$4.12M3.53%+10,000Timeline
UHALU HAUL HOLDING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 8,000 shares; 2025Q4: 127,000 shares; 2026Q1: 79,203 shares 79,203$3.78M3.24%-47,797Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,800 shares; 2025Q1: 100,000 shares; 2025Q2: 30,000 shares; 2025Q3: 15,000 shares; 2025Q4: 115,000 shares; 2026Q1: 100,000 shares 100,000$3.7M3.17%-15,000Timeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 35,000 shares 35,000$2.84M2.43%+25,000Timeline
KGSKODIAK GAS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 335,181 shares; 2025Q1: 294,281 shares; 2025Q2: 190,681 shares; 2025Q3: 200,681 shares; 2025Q4: 183,481 shares; 2026Q1: 47,981 shares 47,981$2.8M2.39%-135,500Timeline
UHAL-BU HAUL HOLDING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,550 shares; 2025Q1: 57,250 shares; 2025Q2: 90,402 shares; 2025Q3: 108,866 shares; 2025Q4: not reported; 2026Q1: 60,599 shares 60,599$2.71M2.32%newTimeline
RRRRED ROCK RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,000 shares 50,000$2.67M2.28%newTimeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 55,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares; 2026Q1: 25,000 shares 25,000$2.54M2.17%-20,000Timeline
SDRLSEADRILL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 120,000 shares; 2025Q1: 154,400 shares; 2025Q2: 179,500 shares; 2025Q3: 144,500 shares; 2025Q4: 99,500 shares; 2026Q1: 55,000 shares 55,000$2.5M2.14%-44,500Timeline
RJETREPUBLIC AWYS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,500 shares; 2026Q1: 116,989 shares 116,989$2.09M1.79%+37,489Timeline
AESIATLAS ENERGY SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,000 shares; 2025Q1: not reported; 2025Q2: 60,000 shares; 2025Q3: 80,000 shares; 2025Q4: 100,000 shares; 2026Q1: 130,000 shares 130,000$1.71M1.46%+30,000Timeline
FLLFULL HSE RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 680,418 shares; 2025Q1: 680,418 shares; 2025Q2: 704,797 shares; 2025Q3: 714,797 shares; 2025Q4: 507,477 shares; 2026Q1: 714,897 shares 714,897$1.61M1.38%+207,420Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,000 shares; 2025Q4: 45,000 shares; 2026Q1: 80,000 shares 80,000$1.5M1.28%+35,000Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000$1.47M1.26%0Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,000 shares; 2025Q1: 110,000 shares; 2025Q2: 130,000 shares; 2025Q3: 110,000 shares; 2025Q4: 110,000 shares; 2026Q1: 110,000 shares 110,000$1.46M1.25%0Timeline
ACELACCEL ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 369,949 shares; 2025Q1: 369,949 shares; 2025Q2: 88,077 shares; 2025Q3: 55,181 shares; 2025Q4: 76,546 shares; 2026Q1: 133,838 shares 133,838$1.46M1.25%+57,292Timeline
GDENGOLDEN ENTMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,874 shares; 2025Q4: 54,485 shares; 2026Q1: 54,485 shares 54,485$1.45M1.24%0Timeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 164,453 shares; 2025Q1: 164,453 shares; 2025Q2: 189,453 shares; 2025Q3: 179,453 shares; 2025Q4: not reported; 2026Q1: 65,000 shares 65,000$1.15M0.99%newTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 15,000 shares 15,000$1.08M0.92%+10,000Timeline
MSGSMADISON SQUARE GRDN SPRT CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,265 shares; 2025Q4: 3,265 shares; 2026Q1: 3,265 shares 3,265$1.05M0.9%0Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000$921K0.79%0Timeline
CALYCALLAWAY GOLF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 160,000 shares; 2025Q1: 175,000 shares; 2025Q2: 175,000 shares; 2025Q3: 185,000 shares; 2025Q4: 185,000 shares; 2026Q1: 60,000 shares 60,000$833K0.71%-125,000Timeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 10,000 shares 10,000$822K0.7%-30,000Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000$768K0.66%0Timeline
BRAEMAR HOTELS & RESORTS INCBRAEMAR HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,000 shares 50,000$722K0.62%new
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000$714K0.61%0Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,000 shares; 2025Q1: 30,000 shares; 2025Q2: 15,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 5,000 shares 5,000$585K0.5%-5,000Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 10,000 shares 10,000$539K0.46%-40,000Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$416K0.36%0Timeline
BHRBRAEMAR HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 493,225 shares; 2025Q1: 510,581 shares; 2025Q2: 510,581 shares; 2025Q3: 327,502 shares; 2025Q4: 327,502 shares; 2026Q1: 149,380 shares 149,380$353K0.3%-178,122Timeline
GAUGALIANO GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000$251K0.21%0Timeline
LINDLINDBLAD EXPEDITIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,780 shares; 2026Q1: 13,780 shares 13,780$238K0.2%0Timeline
TALOTALOS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107,900 shares; 2025Q1: 107,900 shares; 2025Q2: 107,900 shares; 2025Q3: 137,900 shares; 2025Q4: 41,900 shares; 2026Q1: 10,000 shares 10,000$158K0.13%-31,900Timeline
HTZHERTZ GLOBAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000$92.2K0.08%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CZRCAESARS ENTERTAINMENT INC NE50,000$1.17Mcall
CNKCINEMARK HLDGS INC50,000$1.16Mshares
PENNPENN ENTERTAINMENT INC75,000$1.11Mcall
FUNSIX FLAGS ENTERTAINMENT CORP70,000$1.07Mcall
CRCCALIFORNIA RES CORP10,000$447Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002052484-26-000002 base2026-05-14acceptance time not in the bulk data set