13F HOLDINGS REPORT
North Peak Capital Management, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001213900-24-068650
Total Value
$851.4M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON GRAND VACATIONS INC | HGV | 6,029,773 | $243.8M | 28.63% |
| 2 | SMARTSHEET INC | 83200N103 | 3,385,459 | $149.2M | 17.53% |
| 3 | SCHWAB CHARLES CORP | SCHW-PJ | 1,782,875 | $131.4M | 15.43% |
| 4 | WORKDAY INC | WDAY | 580,286 | $129.7M | 15.24% |
| 5 | DRIVEN BRANDS HLDGS INC | DRVN | 5,203,471 | $66.2M | 7.78% |
| 6 | LPL FINL HLDGS INC | 50212V100 | 224,731 | $62.8M | 7.37% |
| 7 | CVS HEALTH CORP | CVS | 635,314 | $37.5M | 4.41% |
| 8 | CARVANA CO | CVNA | 239,041 | $30.8M | 3.61% |