StockDriftsStockDriftsTop 43 Orvieto Partners, L.P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PENN | PENN ENTERTAINMENT INC | 8.28% | 643.4K | $9.7M | +15.93%(+88.40K) | $18.06(-12.37%) | 2026-03-31 | |
| BRSL | BRIGHTSTAR LOTTERY PLC | 8.22% | 753.6K | $9.6M | +2.03%(+15.00K) | $18.25(-39.07%) | 2026-03-31 | |
| CHDN | CHURCHILL DOWNS INC | 7.36% | 95.7K | $8.6M | +27.60%(+20.70K) | $112.29(-23.63%) | 2026-03-31 | |
| IAC | IAC INC | 5.82% | 170.0K | $6.8M | +9.68%(+15.00K) | $36.85(+8.61%) | 2026-03-31 | |
| GLPI | GAMING & LEISURE P | 5.08% | 133.9K | $5.9M | +0.00%(+0) | $47.34(-1.00%) | 2026-03-31 | |
| PRKS | UNITED PARKS & RESORTS INC | 4.95% | 177.0K | $5.8M | +5.99%(+10.00K) | $47.56(-25.36%) | 2026-03-31 | |
| KRP | KIMBELL RTY PARTNERS LP | 4.92% | 397.6K | $5.8M | -16.74%(-79.94K) | $15.56(-1.66%) | 2026-03-31 | |
| MTN | VAIL RESORTS INC | 4.39% | 40.0K | $5.1M | +33.33%(+10.00K) | $146.13(-16.90%) | 2026-03-31 | |
| H | HYATT HOTELS CORP | 3.69% | 30.0K | $4.3M | +100.00%(+15.00K) | $143.52(+18.44%) | 2026-03-31 | |
| CZR | CAESARS ENTERTAINMENT INC NE | 3.55% | 157.1K | $4.2M | +41.74%(+46.26K) | $30.26(-10.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -15.21% | -39.03% |
| Top 20 Holdings Unweighted | -12.17% | -32.24% |
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