North Peak Capital Management as of Sept. 30, 2022
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 5 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Hilton Grand Vacations (HGV) | 29.7 | $192M | 5.8M | 32.89 | |
Smartsheet Com Cl A (SMAR) | 28.0 | $181M | 5.3M | 34.36 | |
Workday Cl A (WDAY) | 23.5 | $152M | 997k | 152.22 | |
Hubspot (HUBS) | 18.2 | $118M | 436k | 270.12 | |
KBR (KBR) | 0.7 | $4.3M | 100k | 43.22 |