North Peak Capital Management as of Dec. 31, 2020
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 9 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 27.1 | $152M | 4.8M | 31.35 | |
| stock | 17.0 | $95M | 559k | 169.89 | |
| Api Group Corp Com Stk (APG) | 14.3 | $80M | 4.4M | 18.15 | |
| Workday Cl A (WDAY) | 13.1 | $73M | 306k | 239.61 | |
| At Home Group | 12.1 | $68M | 4.4M | 15.46 | |
| Hubspot (HUBS) | 10.9 | $61M | 153k | 396.44 | |
| Ruth's Hospitality | 3.2 | $18M | 1.0M | 17.73 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 2.1 | $12M | 1.9M | 5.95 | |
| Porch Group (PRCH) | 0.3 | $1.4M | 100k | 14.27 |
