Orvieto Partners’s Churchill Downs CHDN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.5M	Buy	103,900 +65,000	+167%	+$6.57M	9.33%	2
2025 Q1	$4.32M	Hold	38,900	–	–	3.79%	8
2024 Q4	$5.19M	Buy	+38,900	New	+$5.19M	4.38%	6