North Peak Capital Management as of Dec. 31, 2024
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 7 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 29.8 | $225M | 5.8M | 38.95 | |
| Charles Schwab Corporation (SCHW) | 18.2 | $138M | 1.9M | 74.01 | |
| Workday Cl A (WDAY) | 14.4 | $108M | 420k | 258.03 | |
| Driven Brands Hldgs (DRVN) | 12.3 | $93M | 5.8M | 16.14 | |
| Meta Platforms Cl A (META) | 9.9 | $75M | 128k | 585.51 | |
| Anthem (ELV) | 9.5 | $72M | 195k | 368.90 | |
| Carvana Cl A (CVNA) | 5.9 | $45M | 220k | 203.36 |
