Holdings
North Peak Capital Management, LLC
As of Jun 30, 2026, North Peak Capital Management, LLC reported 7 positions worth US$828M. Largest: Hilton Grand Vacations Inc., Agilon Health, Inc. and Charles Schwab Corporation (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Hilton Grand Vacations Inc. | 4.45M | US$233M | +23,700 | Jun 30, 2026 |
| Agilon Health, Inc. | 1.49M | US$159M | −60,471 | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 1.65M | US$152M | +445K | Jun 30, 2026 |
| Carvana Co. | 2.31M | US$152M | +1.89M | Jun 30, 2026 |
| Figure Technology Solutions, Inc. | 2.31M | US$70.9M | new | Jun 30, 2026 |
| Celsius Holdings, Inc. | 1.2M | US$35M | new | Jun 30, 2026 |
| Haemonetics Corporation | 343K | US$25.7M | −656K | Jun 30, 2026 |