Holdings
Perry Creek Capital LP
As of Jun 30, 2026, Perry Creek Capital LP reported 9 positions worth US$175M. Largest: First American Corporation (new), Microsoft Corp. and Performance Food Group Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| First American Corporation (new) | 575K | US$39.4M | no change | Jun 30, 2026 |
| Microsoft Corp. | 92,500 | US$34.5M | new | Jun 30, 2026 |
| Performance Food Group Company | 263K | US$29.4M | −41,442 | Jun 30, 2026 |
| Grindr Inc. | 1.85M | US$26.6M | +70,790 | Jun 30, 2026 |
| Park Hotels & Resorts Inc. | 733K | US$10.4M | −1.03M | Jun 30, 2026 |
| Vail Resorts, Inc. | 76,246 | US$10.4M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 25,918 | US$9.26M | no change | Jun 30, 2026 |
| Godaddy Inc. | 100K | US$8.49M | no change | Jun 30, 2026 |
| Sps Commerce, Inc. | 106K | US$6.06M | new | Jun 30, 2026 |