North Peak Capital Management
$601M Assets Reported
9 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| HGV | HILTON GRAND VACATIONS INC | 4,428,772 | $173M | 28.8% |
| CVNA | CARVANA CO | 420,965 | $132M | 22.0% |
| SCHW | SCHWAB CHARLES CORP | 1,201,613 | $113M | 18.8% |
| DRVN | DRIVEN BRANDS HLDGS INC | 5,055,247 | $64M | 10.6% |
| HAE | HAEMONETICS CORP MASS | 998,953 | $56M | 9.4% |
| SE | SEA LTD | 610,463 | $51M | 8.4% |
| AGL | AGILON HEALTH INC | 1,545,537 | $12M | 2.0% |
| ELV | ELEVANCE HEALTH INC FORMERLY | |||
| PEGA | PEGASYSTEMS INC |
Track North Peak Capital Management's 13F portfolio: $601M in reported holdings, 9 positions. Top holdings, AUM, and quarterly changes on SentiSense.