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Orvieto Partners, L.P. 13F Filings, Portfolio & Analysis

CIK: 0002052484
Boston 21 Custom House St Suite 910
Zip Code: 02110
Latest Portfolio Value
$153.64 M
+31.49%
Total Holdings
46
2
Latest Report Date
Q2 2026
Top 10 Concentration
56.59%

Orvieto Partners, L.P. — Portfolio Overview & Company Profile

Orvieto Partners, L.P. (CIK: 0002052484) is a financial institution headquartered at 21 Custom House St, Suite 910, Boston, Massachusetts 02110. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $153.64 M, comprising 46 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 56.6%. Quarterly turnover: 17.7%. ▲ 6 new, +12 added, −10 reduced, ×8 exited.

Portfolio Summary (Q2 2026)

Top Sells

Q2 2026

Asset Allocation

Stocks/ETFs
+13.60%
$131.92 M 85.86%
Options
+100.00%
$21.03 M 13.69%
Debt
-3.81%
$694,000 0.45%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
145,120 $13.01 M 8.47% ▲ 49,420 Add 51.6%
837,820 $8.98 M 5.85% ▲ 84,224 Add 11.2%
403,400 $8.62 M 5.61% ▼ 240,000 Reduce -37.3%
82,000 $7.96 M 5.18% ▲ 57,000 Add 228.0%
58,000 $7.9 M 5.14% ▲ 18,000 Add 45.0%
133,874 $5.96 M 3.88%
30,000 $5.82 M 3.78%
397,554 $5.78 M 3.76%
120,000 $5.73 M 3.73% ▼ 57,000 Reduce -32.2%
84,944 $4.9 M 3.19% ▲ 24,345 Add 40.2%

Historical Portfolio Charts