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PERRY CREEK CAPITAL LP
特别关注No.6828 数据截至 2026Q2环比变动 Q1 2026
+$5,796.5万+36.1%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 ICON PUB LTD COICLR |
| 19.48% | 16.89% | $4,255.9万 | 24.5万股 | $2,711.2万 | 24.5万股 | 00.00% | 持仓不变 |
 FIRST AMERN FINLFAF |
| 18.05% | 21.6% | $3,943.3万 | 57.5万股 | $3,466.2万 | 57.5万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 15.8% | — | $3,450.4万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
 PERFORMANCE FOODPFGC |
| 13.47% | 16.26% | $2,942.9万 | 26.3万股 | $2,610.0万 | 30.5万股 | -4.1万股-13.60% | 减仓 |
 GrindrGRND |
| 12.17% | 13.4% | $2,658.3万 | 185.0万股 | $2,151.0万 | 177.9万股 | +7.1万股+3.98% | 加仓 |
 PARK HOTELS & RESORTSPK |
| 4.78% | 11.56% | $1,045.0万 | 73.3万股 | $1,855.5万 | 176.2万股 | -102.9万股-58.38% | 减仓 |
 VAIL RESORTSMTN |
| 4.75% | 6.1% | $1,038.1万 | 7.6万股 | $978.4万 | 7.6万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 4.24% | 4.64% | $926.2万 | 2.6万股 | $745.3万 | 2.6万股 | 00.00% | 持仓不变 |
 GoDaddyGDDY |
| 3.89% | 5.15% | $848.8万 | 10.0万股 | $826.7万 | 10.0万股 | 00.00% | 持仓不变 |
| SSPS COMMSPSC |
| 2.77% | — | $605.6万 | 10.6万股 | $0 | 0股 | +10.6万股 | 新买入 |
| PPROCAP ACQUISITION |
| 0.59% | 0.8% | $129.6万 | 12.5万股 | $127.8万 | 12.5万股 | 00.00% | 持仓不变 |
