PERRY CREEK CAPITAL LP: 13F holdings
CIK 17697042026Q2
| Positions | 11 |
|---|
| Reported value | $218.4m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 11 (-1 vs prior quarter) |
|---|
| Reported value | $218.4m (+36.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ICON PUB LTD CO | 245,000 | $42.6m | 19.5% |
| FAF FIRST AMERN FINL CORP | 574,914 | $39.4m | 18.1% |
| MSFT MICROSOFT CORP | 92,500 | $34.5m | 15.8% |
| PFGC PERFORMANCE FOOD GROUP CO | 263,255 | $29.4m | 13.5% |
| GRND GRINDR INC | 1,849,924 | $26.6m | 12.2% |
| PK PARK HOTELS & RESORTS INC | 733,322 | $10.4m | 4.8% |
| MTN VAIL RESORTS INC | 76,246 | $10.4m | 4.8% |
| GOOGL ALPHABET INC | 25,918 | $9.3m | 4.2% |
| GDDY GODADDY INC | 100,000 | $8.5m | 3.9% |
| SPSC SPS COMM INC | 105,927 | $6.1m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1769704")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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