GLPI β€” GAMING & LEISURE PPTYS INC

Ownership history in Orvieto Partners, L.P.  Β·  5 quarters on record

AI Ownership Summary

Orvieto Partners, L.P. reported GAMING & LEISURE PPTYS INC (GLPI) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 4.84% in 2025 Q4. The latest visible filing shows GLPI at 4.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GLPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Orvieto Partners, L.P.'s position in GAMING & LEISURE PPTYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GLPI was reported at 4.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.84% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Orvieto Partners, L.P. held GLPI β€” position size vs. price
% of Fund (quarterly)    GLPI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 133,874 +65,000 +94.4% 4.84% $6.0M 2026-02-14 (Est.) $45.65
2025 Q3 ADDED 68,874 +18,874 +37.7% 2.67% $3.2M 2025-11-13 $43.10
2025 Q2 REDUCED 50,000 -10,000 -16.7% 2.07% $2.3M 2025-08-13 $43.95
2025 Q1 UNCHANGED 60,000 β€” 0% 2.68% $3.1M 2025-05-15 $43.83
2024 Q4 INITIATED 60,000 β€” β€” 2.44% $2.9M 2025-02-14 $44.74

FAQ About Orvieto Partners, L.P. and GLPI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Orvieto Partners, L.P. reported owning GLPI?

Orvieto Partners, L.P. reported GLPI across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported GLPI position in Orvieto Partners, L.P.'s portfolio?

The largest reported portfolio weight for GLPI was 4.84% in 2025 Q4.

What is the latest reported GLPI position on this page?

The most recent filing on this page is 2025 Q4, when Orvieto Partners, L.P. reported 133,874 shares, equal to 4.84% of portfolio, with an estimated market value of $6.0M.

What does the chart on this GLPI ownership page compare?

The chart compares Orvieto Partners, L.P.'s quarterly GLPI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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