North Peak Capital Management, LLC
8 holdingsFiling period: 2026-06-30Current AUM: $861.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | HGV | HILTON GRAND VACATIONS INC | 4.45M | $233.2M | $168.8M | 19.60% | +23.7K | 2026-06-30 |
| 2 | AGL | AGILON HEALTH INC | 1.49M | $159.2M | $136.8M | 15.89% | -60,471 | 2026-06-30 |
| 3 | SCHW | SCHWAB CHARLES CORP | 1.65M | $151.9M | $177.5M | 20.61% | +444.7K | 2026-06-30 |
| 4 | CVNA | CARVANA CO | 2.31M | $151.8M | $154.3M | 17.92% | +1.89M | 2026-06-30 |
| 5 | SE | SEA LTD | 754.6K | $72.3M | $77.5M | 9.00% | +144.2K | 2026-06-30 |
| 6 | FIGR | FIGURE TECHNOLOGY SOLUTIO | 2.31M | $70.9M | $76.8M | 8.92% | -- | 2026-06-30 |
| 7 | CELH | CELSIUS HLDGS INC | 1.20M | $35.0M | $33.0M | 3.84% | -- | 2026-06-30 |
| 8 | HAE | HAEMONETICS CORP MASS | 343.1K | $25.7M | $36.4M | 4.23% | -655,876 | 2026-06-30 |
← Scroll →