North Peak Capital Management as of Sept. 30, 2024
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 7 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 30.1 | $214M | 5.9M | 36.32 | |
| Workday Cl A (WDAY) | 19.8 | $141M | 576k | 244.41 | |
| Charles Schwab Corporation (SCHW) | 17.3 | $123M | 1.9M | 64.81 | |
| Driven Brands Hldgs (DRVN) | 10.6 | $76M | 5.3M | 14.27 | |
| Jfrog Ord Shs (FROG) | 10.3 | $73M | 2.5M | 29.04 | |
| Meta Platforms Cl A (META) | 8.3 | $59M | 103k | 572.44 | |
| Carvana Cl A (CVNA) | 3.6 | $25M | 145k | 174.11 |
