CIK 1747888
North Peak Capital Management, LLC
Institutional 13F holdings & portfolio
Holdings
10
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–10 of 10
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 1.4M | $1M+ | SH (Put) |
| HGV | HILTON GRAND VACATIONS INC | 5.2M | $1M+ | SH |
| CVNA | CARVANA CO | 390K | $1M+ | SH |
| PEGA | PEGASYSTEMS INC | 2.4M | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 1.2M | $1M+ | SH |
| HAE | HAEMONETICS CORP MASS | 1.1M | $1M+ | SH |
| DRVN | DRIVEN BRANDS HLDGS INC | 4.0M | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 139K | $1M+ | SH |
| SE | SEA LTD | 222K | $1M+ | SH |
| AGL | AGILON HEALTH INC | 38.1M | $1M+ | SH |