North Peak Capital Management, LLC
CIK Number: 0001747888
996.16M
Market Value
7
# of Holdings
7 months
Avg. Holding Period
75.00%
Win Rate
15.40%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HGV | Hilton Grand Va... | 39.29 | +2.61% | 5.77M | -2.11% | 224.64M | 29.54 | 29.76% |
| 2 | SCHW | The Charles Sch... | 88.92 | +1.79% | 1.86M | -2.07% | 137.5M | 58.03 | 18.21% |
| 3 | WDAY | Workday, Inc. | 245.28 | +0.30% | 420K | -27.13% | 108.37M | 205.9 | 14.36% |
| 4 | DRVN | Driven Brands H... | 17.02 | +0.83% | 5.76M | +8.63% | 92.91M | 14.57 | 12.31% |
| 5 | META | Meta Platforms,... | 701.33 | +2.70% | 128.09K | +23.87% | 75M | 574.96 | 9.93% |
| 6 | ELV | Elevance Health... | 376.51 | -2.09% | 194.61K | +100.00% | 71.79M | 368.9 | 9.51% |
| 7 | CVNA | Carvana Co. | 290.98 | -2.04% | 219.98K | +51.61% | 44.74M | 151.25 | 5.93% |