Institutions / North Peak Capital Management, LLC
North Peak Capital Management, LLC
CIK 1747888 · Institution · as of Dec 31, 2025
Portfolio value
$913.54M
Positions
9
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Hilton Grand Vacations Inc. | $231.45M | 25.3% |
| Carvana Co. | $164.60M | 18.0% |
| Pegasystems Inc | $143.33M | 15.7% |
| Schwab Charles Corp | $123.36M | 13.5% |
| Haemonetics Corporation | $88.40M | 9.7% |
| Driven Brands Holdings Inc.DRVN | $59.14M | 6.5% |
| Elevance Health Inc | $48.72M | 5.3% |
| Sea Ltd | $28.27M | 3.1% |
| Agilon Health Inc | $26.27M | 2.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.