StockDriftsStockDriftsTop 12 Perry Creek Capital Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FAF | FIRST AMERN FINL CORP | 21.6% | 574.9K | $34.7M | -43.01%(-433.95K) | $54.14(+23.96%) | 2026-03-31 | |
| ICLR | ICON PLC | 16.89% | 245.0K | $27.1M | +157.89%(+150.00K) | $151.79(-23.33%) | 2026-03-31 | |
| PFGC | PERFORMANCE FOOD GROUP CO | 16.26% | 304.7K | $26.1M | +0.00%(+0) | $52.40(+83.13%) | 2026-03-31 | |
| GRND | GRINDR INC | 13.4% | 1.78M | $21.5M | +314.10%(+1.35M) | $13.17(+1.76%) | 2026-03-31 | |
| PK | PARK HOTELS & RESORTS INC | 11.56% | 1.76M | $18.6M | +0.00%(+0) | $19.38(-44.47%) | 2026-03-31 | |
| MTN | VAIL RESORTS INC | 6.1% | 76.2K | $9.8M | +0.00%(+0) | $159.30(-23.69%) | 2026-03-31 | |
| GDDY | GODADDY INC | 5.15% | 100.0K | $8.3M | new | $103.38(-15.67%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.64% | 25.9K | $7.5M | +0.00%(+0) | $95.38(+316.00%) | 2026-03-31 | |
| AMTB | AMERANT BANCORP INC | 2.69% | 196.1K | $4.3M | +0.00%(+0) | $16.88(+32.07%) | 2026-03-31 | |
| PCAPU | PROCAP ACQUISITION CORP | 0.8% | 125.0K | $1.3M | +0.00%(+0) | $10.72(-3.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.96% | +18.98% |
| Top 20 Holdings Unweighted | +8.00% | +25.98% |
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