North Peak Capital Management as of June 30, 2026
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 8 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 25.9 | $233M | 4.5M | 52.37 | |
| Agilon Health Com New (AGL) | 17.7 | $159M | 1.5M | 107.18 | |
| Charles Schwab Corporation (SCHW) | 16.9 | $152M | 1.6M | 92.27 | |
| Carvana Cl A (CVNA) | 16.9 | $152M | 2.3M | 65.82 | |
| Sea Sponsord Ads (SE) | 8.0 | $72M | 755k | 95.83 | |
| Figure Technology Solutio Com Cl A (FIGR) | 7.9 | $71M | 2.3M | 30.71 | |
| Celsius Hldgs Com New (CELH) | 3.9 | $35M | 1.2M | 29.28 | |
| Haemonetics Corporation (HAE) | 2.9 | $26M | 343k | 75.00 |
