North Peak Capital Management, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

North Peak Capital Management, LLC

CIK Number: 0001747888

1.27B
Market Value
8
# of Holdings
6 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 13, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 HGV Hilton Grand Va...
43.46
+2.89% 6.81M +11.34% 282.82M 31.16 22.21% Share
2 RSP Invesco S&P 500...
190.60
+0.25% 1.37M +100.00% 249.73M 181.74 19.61% Share
3 SCHW The Charles Sch...
92.70
+0.49% 2.1M -0.62% 191.2M 60.44 15.01% Share
4 ELV Elevance Health...
340.30
+2.30% 401.67K +40.34% 156.23M 389.73 12.27% Share
5 DRVN Driven Brands H...
15.75
-0.57% 7.12M +9.02% 125.08M 15.1 9.82% Share
6 CVNA Carvana Co.
394.62
-0.2% 364.54K -10.43% 122.83M 177.82 9.64% Share
7 GLBE Global-e Online...
36.57
+4.94% 2.64M +100.00% 88.48M 33.54 6.95% Share
8 PEGA Pegasystems Inc...
57.54
+0.86% 1.06M +100.00% 57.21M 54.13 4.49% Share