North Peak Capital Management, LLC
7 holdingsFiling period: 2026-03-31Current AUM: $826.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | HGV | HILTON GRAND VACATIONS INC | 4.43M | $173.3M | $204.3M | 24.73% | -743,223 | 2026-03-31 |
| 2 | CVNA | CARVANA CO | 421.0K | $132.3M | $131.3M | 15.88% | +30.9K | 2026-03-31 |
| 3 | SCHW | SCHWAB CHARLES CORP | 1.20M | $112.9M | $126.5M | 15.30% | -33,069 | 2026-03-31 |
| 4 | DRVN | DRIVEN BRANDS HLDGS INC | 5.06M | $63.7M | $72.1M | 8.73% | +1.06M | 2026-03-31 |
| 5 | HAE | HAEMONETICS CORP MASS | 999.0K | $56.3M | $85.4M | 10.34% | -104,039 | 2026-03-31 |
| 6 | SE | SEA LTD | 610.5K | $50.6M | $65.2M | 7.88% | +388.9K | 2026-03-31 |
| 7 | AGL | AGILON HEALTH INC | 1.55M | $12.2M | $141.6M | 17.13% | -- | 2026-03-31 |
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