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Disclosed positions
Orvieto Partners, L.P.: source evidence dated 2026-08-14T03:59:59.999Z.
- Issuer
- CHURCHILL DOWNS INC
- Ticker
- CHDN
- Class
- COM
- Reported value
- $13,008,557
- Reported amount
- 145,120
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002052484-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| CHURCHILL DOWNS INC | CHDN | COM | $13,008,557 | 145,120 | SH | None |
| BRIGHTSTAR LOTTERY PLC | BRSL | SHS USD | $8,981,430 | 837,820 | SH | None |
| PENN ENTERTAINMENT INC | PENN | COM | $8,616,624 | 403,400 | SH | None |
| WYNN RESORTS LTD | WYNN | COM | $7,961,380 | 82,000 | SH | None |
| VAIL RESORTS INC | MTN | COM | $7,896,700 | 58,000 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $7,467,700 | 10,000 | SH | Put |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $7,364,000 | 10,000 | SH | Put |
| GAMING & LEISURE P | GLPI | COM | $5,961,409 | 133,874 | SH | None |
| HYATT HOTELS CORP | H | COM CL A | $5,815,200 | 30,000 | SH | None |
| KIMBELL RTY PARTNERS LP | KRP | UNIT | $5,776,460 | 397,554 | SH | None |
| UNITED PARKS & RESORTS INC | PRKS | COM | $5,728,800 | 120,000 | SH | None |
| U HAUL HOLDING COMPANY | UHAL.B | COM SER N | $4,901,269 | 84,944 | SH | None |
| MGM RESORTS INTERNATIONAL | MGM | COM | $4,781,000 | 100,000 | SH | None |
| PEOPLE INC | PPLI | COM NEW | $4,385,200 | 95,000 | SH | None |
| WYNDHAM HOTELS & RESORTS INC | WH | COM | $4,210,500 | 50,000 | SH | None |
| CAESARS ENTERTAINMENT INC NE | CZR | COM | $4,074,300 | 135,000 | SH | None |
| RED ROCK RESORTS INC | RRR | CL A | $3,578,300 | 55,000 | SH | None |
| ALLIANCE RESOURCE PARTNERS L | ARLP | UT LTD PART | $3,574,555 | 149,064 | SH | None |
| U HAUL HOLDING COMPANY | UHAL | COM | $3,364,794 | 51,418 | SH | None |
| UNITED STS OIL FD LP | USO | UNITS | $3,193,200 | 30,000 | SH | Put |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $3,004,500 | 10,000 | SH | Put |
| ATLAS ENERGY SOLUTIONS INC | AESI | COM NEW | $2,823,700 | 170,000 | SH | None |
| NORWEGIAN CRUISE LINE HLDGS | NCLH | SHS | $2,111,000 | 100,000 | SH | None |
| KODIAK GAS SVCS INC | KGS | COM | $2,102,213 | 27,981 | SH | None |
| VIKING HOLDINGS LTD | VIK | ORD SHS | $2,093,400 | 20,000 | SH | None |
| ACCEL ENTERTAINMENT INC | ACEL | COM CL A1 | $2,002,947 | 158,838 | SH | None |
| FULL HSE RESORTS INC | FLL | COM | $1,994,563 | 714,897 | SH | None |
| REPUBLIC AWYS HLDGS INC | RJET | COM SHS | $1,735,468 | 82,602 | SH | None |
| SIX FLAGS ENTERTAINMENT CORP | FUN | COM | $1,704,000 | 80,000 | SH | None |
| PERSHING SQUARE USA LTD | PSUS | COM SHS | $1,495,200 | 40,000 | SH | None |
| MADISON SQUARE GRDN SPRT COR | MSGS | CL A | $1,312,008 | 3,265 | SH | None |
| VICI PPTYS INC | VICI | COM | $1,304,800 | 49,145 | SH | None |
| PELOTON INTERACTIVE INC | PTON | CL A COM | $1,211,550 | 205,000 | SH | None |
| NINE ENERGY SERVICE INC | NINE | COMMON STOCK | $1,048,073 | 80,559 | SH | None |
| SEADRILL LTD | SDRL | COM | $945,500 | 25,000 | SH | None |
| BOYD GAMING CORP | BYD | COM | $883,300 | 10,000 | SH | None |
| WHITEHAWK MINERALS CORP | WHK | CL A | $834,600 | 30,000 | SH | None |
| CARMAX INC | KMX | COM | $793,350 | 15,000 | SH | None |
| UBER TECHNOLOGIES INC | UBER | COM | $721,600 | 10,000 | SH | None |
| BRAEMAR HOTELS & RESORTS INC | Unresolved | 5.5 CUM CV PFD B | $694,000 | 50,000 | SH | None |
| ISHARES BITCOIN TRUST ETF | IBIT | SHS BEN INT | $665,800 | 20,000 | SH | None |
| CALIFORNIA RES CORP | CRC | COM STOCK | $528,700 | 10,000 | SH | None |
| LAS VEGAS SANDS CORP | LVS | COM | $461,900 | 10,000 | SH | None |
| BRAEMAR HOTELS & RESORTS INC | BHR | COM | $214,661 | 99,380 | SH | None |
| GALIANO GOLD INC | GAU | COM | $187,000 | 100,000 | SH | None |
| TALOS ENERGY INC | TALO | COM | $129,100 | 10,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 4 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.