North Peak Capital Management as of June 30, 2025
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 8 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 22.2 | $283M | 6.8M | 41.53 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 19.6 | $250M | 1.4M | 181.74 | |
| Charles Schwab Corporation (SCHW) | 15.0 | $191M | 2.1M | 91.24 | |
| Anthem (ELV) | 12.3 | $156M | 402k | 388.96 | |
| Driven Brands Hldgs (DRVN) | 9.8 | $125M | 7.1M | 17.56 | |
| Carvana Cl A (CVNA) | 9.6 | $123M | 365k | 336.96 | |
| Global E Online SHS (GLBE) | 6.9 | $89M | 2.6M | 33.54 | |
| Pegasystems (PEGA) | 4.5 | $57M | 1.1M | 54.13 |
