North Peak Capital Management, LLC 13F Holdings

CIK 0001747888 · NEW YORK, NY

As of Sep 30, 2025, North Peak Capital Management, LLC reported 9 positions worth .1B in its SEC Form 13F filing.

Top 9 holdings

SecurityTickerSectorSharesValue% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—1,374,131$260.7M22.84%
HILTON GRAND VACATIONS INCHGVConsumer Cyclical5,544,712$231.8M20.31%
CARVANA COCVNAConsumer Cyclical477,343 80.1M15.78%
SCHWAB CHARLES CORPSCHWEquity1,594,496 52.2M13.34%
PEGASYSTEMS INCPEGATechnology2,346,501 34.9M11.82%
ELEVANCE HEALTH INCELVHealthcare252,809$81.7M7.16%
DRIVEN BRANDS HOLDINGS INCDRVNConsumer Cyclical2,906,954$46.8M4.10%
AGILON HEALTH INCAGLHealthcare34,424,477$35.5M3.11%
HAEMONETICS CORPHAEHealthcare362,366 7.7M1.55%