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Orvieto Partners, L.P.
Orvieto Partners, L.P. is a Boston-based hedge fund founded prior to 2021 that offers discretionary investment advisory services primarily to a pooled investment vehicle. The firm operates with a lean team of 4 employees—mostly investment professionals—serving institutional clients through a private fund structure. Orvieto Partners is registered with the SEC as an investment adviser, and its main contacts are Michael Tucker and Tim Caffrey, both listed as principals. The firm provides portfolio management focused on pooled investment vehicles rather than high net worth individuals or retail clients.
Investment Strategy
Orvieto Partners, L.P. manages a concentrated portfolio of publicly-traded securities for a single pooled investment vehicle, deploying discretionary, fundamental research-driven strategies. The firm focuses on select equity positions across various sectors, aiming to deliver long-term, risk-adjusted returns for its institutional investor base. Portfolio construction emphasizes conviction holdings, evidenced by its relatively small number of positions, and likely incorporates both value and growth opportunities based on thorough market and company analysis.
Latest 13F Filing Activity
Orvieto Partners, L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 37 equity positions with a total 13F market value of $112M. The fund increased holdings in Churchill Downs Inc., Penn Entertainment Inc., Hyatt Hotels Corp. among other positions. Orvieto Partners, L.P. reduced exposure to Kodiak Gas SVCS Inc., SPDR S&P 500 Etf TR, Flowco HLDGS Inc. among others.
Top Holdings
Equity Positions (37)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PENN | PENN ENTERTAINMENT INC | 9.85% | $11.1M | 620,000 | $18.69 | $17.87 | +$3.9M |
C CHDN | CHURCHILL DOWNS INC | 9.33% | $10.5M | 103,900 | $113.18 | $101.00 | +$6.2M |
I IGT | INTERNATIONAL GAME TECHNOLOG | 8.37% | $9.4M | 595,218 | $17.29 | $15.81 | +$1.3M |
K KGS | KODIAK GAS SVCS INC | 5.81% | $6.5M | 190,681 | $40.83 | $34.27 | -$4.4M |
K KRP | KIMBELL RTY PARTNERS LP | 5.72% | $6.4M | 460,659 | $15.76 | $13.96 | -$233.5K |
Industry Allocation
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