Position in PENN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$495,103
+$304,259 QoQ
Shares Held
32,941
+225.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 49.93473179320603.ToString("F0")%
Shared 0.ToString("F0")%
None 50.06526820679397.ToString("F0")%
Common Shares in PENN Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Mar 31, 2026Corient Private Wealth LLC holds $83,930,156 across 8 Resorts & Casinos names. PENN ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTN |
Vail Resorts Inc
|
411,836 | $52,846,795 | |
| 2 | MGM |
MGM Resorts International
|
285,291 | $10,558,619 | |
| 3 | BYD |
Boyd Gaming Corp
|
109,338 | $8,985,396 | |
| 4 | LVS |
Las Vegas Sands Corp
|
165,756 | $8,930,932 | |
| 5 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
|
19,484 | $1,268,798 | |
| 6 | CZR |
Caesars Entertainment, Inc.
|
19,919 | $526,459 | |
| 7 | PENN |
PENN Entertainment, Inc.
This page
|
32,941 | $495,103 | |
| 8 | WYNN |
Wynn Resorts Ltd
|
3,132 | $318,054 |
All Filings in PENN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $495,103 | 32,941 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $190,844 | 10,119 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $406,792 | 21,012 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $358,208 | 19,671 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $637,359 | 24,495 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $483,556 | 21,070 | Shares | Sole | 2023-11-03 | |
| 2023-03-31 | $373,716 | 12,600 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $372,319 | 12,536 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||