North Peak Capital Management, LLC
North Peak Capital Management, LLC reported 8 holdings worth US$900M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
North Peak Capital Management, LLC reported 8 holdings worth US$900M as of Jun 30, 2026. Largest: Hilton Grand Vacations Inc., Agilon Health, Inc. and Charles Schwab Corporation (the). Filed Aug 14, 2026 (Form 13F).
- Holdings
- 8
- Value as reported
- US$900M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Hilton Grand Vacations Inc. | 4.45M | US$233M | 25.9% |
| Agilon Health, Inc. | 1.49M | US$159M | 17.7% |
| Charles Schwab Corporation (the) | 1.65M | US$152M | 16.9% |
| Carvana Co. | 2.31M | US$152M | 16.9% |
| Figure Technology Solutions, Inc. | 2.31M | US$70.9M | 7.9% |
| Celsius Holdings, Inc. | 1.2M | US$35M | 3.9% |
| Haemonetics Corporation | 343K | US$25.7M | 2.9% |
| Driven Brands Holdings Inc. | 0 | US$0 | 0.00% |