Orvieto Partners, L.P. Portfolio Holdings by Sector

Orvieto Partners, L.P.

$119 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Resorts & Casinos \| Consumer Cyclical PENN MCRI CZR WYNN BYD MGM FLL LVS 9 stocks	$32.5 Million 35.38% of portfolio	9	-	9	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical IGT CHDN ACEL EVRI GAMB 5 stocks	$23.7 Million 25.77% of portfolio	5	-	5	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy KRP CRC TALO 3 stocks	$8.97 Million 9.75% of portfolio	3	-	3	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical TTSH 1 stocks	$5.14 Million 5.58% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy SDRL 1 stocks	$4.67 Million 5.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical SEAS ELY 2 stocks	$4.46 Million 4.85% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate GLPI 1 stocks	$2.89 Million 3.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Thermal Coal \| Energy ARLP 1 stocks	$2.07 Million 2.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services CNK 1 stocks	$1.55 Million 1.68% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate BHR 1 stocks	$1.48 Million 1.61% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TNL 1 stocks	$1.26 Million 1.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services MTCH 1 stocks	$1.14 Million 1.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology LYFT 1 stocks	$903,000 0.98% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials UHAL 1 stocks	$759,990 0.83% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology SATS 1 stocks	$458,000 0.5% of portfolio	1	-	1	-	0 Calls 0 Puts

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