Perry Creek Capital LP holds a concentrated book of 12 stocks worth $160.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Godaddy Inc - Class A and trimmed First American Financial. Their largest long position is First American Financial at 22% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1769704/holdings"
Use Arkolith to show PERRY CREEK CAPITAL LP's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | First Amern Finl Corp COM | $34.7M | 574.9K | 21.6% | ▼−43% Reduced · −434K sh | |
| 2 | Icon PLC SHS | $27.1M | 245.0K | 16.9% | ▲+158% Added · +150K sh | |
| 3 | Performance Food Group Co COM | $26.1M | 304.7K | 16.3% | —Held | |
| 4 | Grindr Inc COM | $21.5M | 1.78M | 13.4% | ▲+314% Added · +1.3M sh | |
| 5 | Park Hotels & Resorts Inc COM | $18.6M | 1.76M | 11.6% | —Held | |
| 6 | Vail Resorts Inc COM | $9.8M | 76.2K | 6.1% | —Held | |
| 7 | Godaddy Inc CL A | $8.3M | 100.0K | 5.2% | ▲New New position | |
| 8 | Alphabet Inc CAP STK CL A | $7.5M | 25.9K | 4.6% | —Held | |
| 9 | Amerant Bancorp Inc CL A | $4.3M | 196.1K | 2.7% | —Held | |
| 10 | Procap Acquisition Corp UNIT 05/16/2030 | $1.3M | 125.0K | 0.8% | —Held | |
| 11 | Pebblebrook Hotel TR COM | $924K | 73.1K | 0.6% | —Held | |
| 12 | Chatham Lodging TR COM | $512K | 65.0K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.