North Peak Capital Management as of June 30, 2024
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 8 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 28.6 | $244M | 6.0M | 40.43 | |
| Smartsheet Com Cl A (SMAR) | 17.5 | $149M | 3.4M | 44.08 | |
| Charles Schwab Corporation (SCHW) | 15.4 | $131M | 1.8M | 73.69 | |
| Workday Cl A (WDAY) | 15.2 | $130M | 580k | 223.56 | |
| Driven Brands Hldgs (DRVN) | 7.8 | $66M | 5.2M | 12.73 | |
| Lpl Financial Holdings (LPLA) | 7.4 | $63M | 225k | 279.30 | |
| CVS Caremark Corporation (CVS) | 4.4 | $38M | 635k | 59.06 | |
| Carvana Co cl a (CVNA) | 3.6 | $31M | 239k | 128.72 |
