PERRY CREEK CAPITAL LP
New York NY · SEC CIK 0001769704
$1.60亿2026Q1 申报市值
12持仓数
99.1%前十大占比 · 第一大 21.6%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ICLR 加仓+$1,659.90万
GRND 加仓+$1,631.54万
GDDY 新建仓+$826.70万
2026Q1 卖出最多 按季末市值估算
FAF 减仓-$2,616.27万
OUT 清仓-$875.89万
SABR 清仓-$221.56万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FAF | FIRST AMERN FINL CORP | $3,466.16万 | 21.60% | 574,914 | -433,947 | -43.0% | -$2,616.27万 | 减仓 |
| ICLR | ICON PLC | $2,711.17万 | 16.89% | 245,000 | 150,000 | 157.9% | $1,659.90万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $2,610.03万 | 16.26% | 304,697 | 0 | 0.0% | — | 不变 |
| GRND | GRINDR INC | $2,150.97万 | 13.40% | 1,779,134 | 1,349,493 | 314.1% | $1,631.54万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $1,855.47万 | 11.56% | 1,762,082 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $978.39万 | 6.10% | 76,246 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $826.70万 | 5.15% | 100,000 | 100,000 | — | $826.70万 | 新建仓 |
| GOOGL | ALPHABET INC | $745.30万 | 4.64% | 25,918 | 0 | 0.0% | — | 不变 |
| AMTB | AMERANT BANCORP INC | $432.29万 | 2.69% | 196,140 | 0 | 0.0% | — | 不变 |
| — | PROCAP ACQUISITION CORP | $127.75万 | 0.80% | 125,000 | 0 | 0.0% | — | 不变 |
| PEB | PEBBLEBROOK HOTEL TR | $92.35万 | 0.58% | 73,120 | 0 | 0.0% | — | 不变 |
| CLDT | CHATHAM LODGING TR | $51.16万 | 0.32% | 65,011 | 0 | 0.0% | — | 不变 |
| OUT | OUTFRONT MEDIA INC | $0 | 0.00% | 0 | -363,441 | -100.0% | -$875.89万 | 清仓 |
| SABR | SABRE CORP | $0 | 0.00% | 0 | -1,629,120 | -100.0% | -$221.56万 | 清仓 |