PC
| |
PERRY CREEK CAPITAL LP13F | |
| PERRY CREEK CAPITAL LP | |
| Last update 2025-05-15 | 9 Stocks (0 new) |
| Value $174.00 Mil | Turnover 0 % |
PERRY CREEK CAPITAL LP Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAF | First American Financial Corp | 1,008,861 | 66,211.6 | 0% | 38.090 | 0% | 0.980 | -7.07% | -6.03% | 5,929.1 | Insurance | |
PFGC | Performance Food Group Co | 505,335 | 39,734.5 | 0% | 22.860 | 0% | 0.320 | +24.58% | +17.72% | 15,535.7 | Retail - Defensive | |
OUT | Outfront Media Inc | 1,935,294 | 31,235.7 | -2.52% | 17.970 | -0.47% | 1.160 | +22.74% | +2.96% | 3,017.4 | REITs | |
PK | Park Hotels & Resorts Inc | 1,762,082 | 18,819.0 | 0% | 10.830 | 0% | 0.880 | +16.58% | -15.28% | 2,272.8 | REITs | |
GOOGL | Alphabet Inc | 51,837 | 8,016.1 | 0% | 4.610 | 0% | 0.000 | +22.60% | +0.73% | 2,309,505.8 | Interactive Media | |
SABR | Sabre Corp | 1,629,120 | 4,577.8 | 0% | 2.630 | 0% | 0.420 | +50.69% | -10.41% | 1,268.1 | Software | |
AMTB | Amerant Bancorp Inc | 196,140 | 4,048.3 | 0% | 2.330 | 0% | 0.470 | +19.43% | -9.43% | 843.4 | Banks | |
PEB | Pebblebrook Hotel Trust | 73,120 | 740.7 | 0% | 0.430 | 0% | 0.060 | +23.32% | -20.28% | 1,279.4 | REITs | |
CLDT | Chatham Lodging Trust | 65,011 | 463.5 | 0% | 0.270 | 0% | 0.130 | +5.46% | -16.36% | 357.6 | REITs | |
CHEF | The Chefs' Warehouse Inc | 0 | 0 | Sold Out | 0.000 | -1.83% | 0.000 | +21.68% | +30.09% | 2,610.3 | Retail - Defensive |
PERRY CREEK CAPITAL LP's Historical Top Holdings Breakdowns
PERRY CREEK CAPITAL LP's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CHEF | The Chefs' Warehouse Inc | 2025-03-31 | Sold Out Sold Out | -1.83% | 48.93 ($55.75) 66.35 | $64.16 | 15.09% | Sold Out | 0 | -71,100 | |
OUT | Outfront Media Inc | 2025-03-31 | Reduce Reduce | -0.47% | 15.69 ($17.85) 19.36 | $18.06 | 1.18% | Reduce -2.52% | 1,935,294 | -50,001 | |
OUT | Outfront Media Inc | 2024-12-31 | Reduce Reduce | -9.39% | 17.91 ($18.92) 19.84 | $18.06 | -4.55% | Reduce -37.13% | 1,985,295 | -1,201,428 | |
PFGC | Performance Food Group Co | 2024-12-31 | Reduce Reduce | -5.78% | 78.03 ($84.48) 90.57 | $99.53 | 17.81% | Reduce -25.55% | 505,335 | -173,403 | |
CHEF | The Chefs' Warehouse Inc | 2024-12-31 | Reduce Reduce | -3.15% | 38.57 ($43.57) 49.32 | $64.16 | 47.26% | Reduce -71.28% | 71,100 | -176,462 | |
IRS |
IRSA Inversiones y Representaciones SA
IRSA Inversiones y Representaciones SA
| 2024-12-31 | Sold Out Sold Out | -0.13% | 11.02 ($14.2) 17.45 | $15.05 | 5.99% | Sold Out | 0 | -26,990 | |
OUT | Outfront Media Inc | 2024-09-30 | Reduce Reduce | -3.02% | 14.25 ($16.53) 19.23 | $18.06 | 9.26% | Reduce -12.09% | 3,157,809 | -444,761 | |
AMTB | Amerant Bancorp Inc | 2024-09-30 | Reduce Reduce | -0.68% | 18.97 ($21.96) 26.72 | $20.12 | -8.38% | Reduce -24.31% | 196,140 | -62,994 | |
CHEF | The Chefs' Warehouse Inc | 2024-09-30 | Reduce Reduce | -0.56% | 36.5 ($40.37) 42.83 | $64.16 | 58.93% | Reduce -10.79% | 247,562 | -29,943 | |
IRS |
IRSA Inversiones y Representaciones SA
IRSA Inversiones y Representaciones SA
| 2024-09-30 | New Buy New Buy | +0.13% | 8.14 ($9.81) 11.73 | $15.05 | 53.41% | New holding | 26,990 | 26,052 |
PERRY CREEK CAPITAL LP Total Holding History ($B)
PERRY CREEK CAPITAL LP's Asset Allocation
PERRY CREEK CAPITAL LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
PERRY CREEK CAPITAL LP's Hypothetical Growth since 2025-03-31
PERRY CREEK CAPITAL LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PERRY CREEK CAPITAL LP's Holdings Heat Map
Size field:
PERRY CREEK CAPITAL LP's Holdings Bubble Chart
PERRY CREEK CAPITAL LP News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers