Position in PENN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$923,179
+$428,076 QoQ
Shares Held
43,220
+31.2% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#138
of 378 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 31%
Shared 7%
None 62%
Common Shares in PENN Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026Corient Private Wealth LLC holds $84,895,968 across 8 Resorts & Casinos names. PENN ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTN |
Vail Resorts Inc
|
407,222 | $55,443,275 | |
| 2 | MGM |
MGM Resorts International
|
271,951 | $13,001,977 | |
| 3 | BYD |
Boyd Gaming Corp
|
104,185 | $9,202,661 | |
| 4 | LVS |
Las Vegas Sands Corp
|
73,704 | $3,404,387 | |
| 5 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
|
18,456 | $1,880,297 | |
| 6 | PENN |
PENN Entertainment, Inc.
This page
|
43,220 | $923,179 | |
| 7 | CZR |
Caesars Entertainment, Inc.
|
25,568 | $771,642 | |
| 8 | WYNN |
Wynn Resorts Ltd
|
2,766 | $268,550 |
All Filings in PENN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $923,179 | 43,220 | Shares | Sole | 2026-08-17 | |
| 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. | ||||||