Orvieto Partners’s Braemar Hotels & Resorts BHR Stock Holding History

Orvieto Partners’s Portfolio BHR Stock Details BHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Sell	99,380 -50,000	-33%	-$120K	0.14%	44
2026 Q1	$353K	Sell	149,380 -178,122	-54%	-$496K	0.3%	40
2025 Q4	$940K	Hold	327,502	–	–	0.76%	35
2025 Q3	$894K	Sell	327,502 -183,079	-36%	-$463K	0.74%	32
2025 Q2	$1.25M	Hold	510,581	–	–	1.11%	25
2025 Q1	$1.27M	Buy	510,581 +17,356	+4%	+$47.4K	1.12%	27
2024 Q4	$1.48M	Buy	+493,225	New	+$1.6M	1.25%	26

Other funds holding BHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Zazove Associates Incline Village, Nevada $1.22B AUM 1.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

LIP

Landmark Investment Partners West Palm Beach, Florida $399M AUM 2.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Orvieto Partners's BHR Position: Q2 2026 in Review

Orvieto Partners reduced its Braemar Hotels & Resorts (BHR) stake by 33% in Q2 2026, selling an estimated $120K and leaving 99,380 shares worth $215K. The position accounts for 0.14% of the portfolio, ranked #44.

Orvieto Partners first reported a position in BHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q4 2024. 128 funds tracked by Wall St. Rank hold BHR as of Q2 2026.

Orvieto Partners held 99,380 shares of Braemar Hotels & Resorts worth $215K as of Q2 2026.
Orvieto Partners sold 50,000 Braemar Hotels & Resorts shares in Q2 2026, an estimated $120K.
Braemar Hotels & Resorts made up 0.14% of Orvieto Partners's portfolio in Q2 2026, its #44 holding.
Orvieto Partners first reported a position in Braemar Hotels & Resorts in Q4 2024 and has held it in 7 quarters since.
Orvieto Partners's Braemar Hotels & Resorts position peaked at $1.48M in Q4 2024.
128 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q2 2026.

Based on Orvieto Partners's 13F filing for Q2 2026, filed 13 Aug 2026.