PERRY CREEK CAPITAL LP
New York NY · SEC CIK 0001769704
$2.18亿2026Q2 申报市值
11持仓数
99.4%前十大占比 · 第一大 19.5%
2 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MSFT 新建仓+$3,450.43万
SPSC 新建仓+$605.58万
GRND 加仓+$101.73万
2026Q2 卖出最多 按季末市值估算
PK 减仓-$1,465.98万
PFGC 减仓-$463.28万
AMTB 清仓-$432.29万
PEB 清仓-$92.35万
CLDT 清仓-$51.16万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ICLR | ICON PUB LTD CO | $4,255.90万 | 19.48% | 245,000 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $3,943.34万 | 18.05% | 574,914 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $3,450.43万 | 15.80% | 92,500 | 92,500 | — | $3,450.43万 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $2,942.93万 | 13.47% | 263,255 | -41,442 | -13.6% | -$463.28万 | 减仓 |
| GRND | GRINDR INC | $2,658.34万 | 12.17% | 1,849,924 | 70,790 | 4.0% | $101.73万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $1,044.98万 | 4.78% | 733,322 | -1,028,760 | -58.4% | -$1,465.98万 | 减仓 |
| MTN | VAIL RESORTS INC | $1,038.09万 | 4.75% | 76,246 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $926.23万 | 4.24% | 25,918 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $848.80万 | 3.89% | 100,000 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC | $605.58万 | 2.77% | 105,927 | 105,927 | — | $605.58万 | 新建仓 |
| — | PROCAP ACQUISITION CORP | $129.62万 | 0.59% | 125,000 | 0 | 0.0% | — | 不变 |
| AMTB | AMERANT BANCORP INC | $0 | 0.00% | 0 | -196,140 | -100.0% | -$432.29万 | 清仓 |
| PEB | PEBBLEBROOK HOTEL TR | $0 | 0.00% | 0 | -73,120 | -100.0% | -$92.35万 | 清仓 |
| CLDT | CHATHAM LODGING TR | $0 | 0.00% | 0 | -65,011 | -100.0% | -$51.16万 | 清仓 |