North Peak Capital Management as of March 31, 2026
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 7 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 28.8 | $173M | 4.4M | 39.12 | |
| Carvana Cl A (CVNA) | 22.0 | $132M | 421k | 314.38 | |
| Charles Schwab Corporation (SCHW) | 18.8 | $113M | 1.2M | 93.98 | |
| Driven Brands Hldgs (DRVN) | 10.6 | $64M | 5.1M | 12.61 | |
| Haemonetics Corporation (HAE) | 9.4 | $56M | 999k | 56.36 | |
| Sea Sponsord Ads (SE) | 8.4 | $51M | 611k | 82.81 | |
| Agilon Health Com New (AGL) | 2.0 | $12M | 1.5M | 7.91 |
