13F HOLDINGS REPORT
North Peak Capital Management, LLC
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001213900-24-097222
Total Value
$711.3M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON GRAND VACATIONS INC | HGV | 5,891,472 | $214.0M | 30.08% |
| 2 | WORKDAY INC | WDAY | 576,345 | $140.9M | 19.80% |
| 3 | SCHWAB CHARLES CORP | SCHW-PJ | 1,897,155 | $123.0M | 17.29% |
| 4 | DRIVEN BRANDS HLDGS INC | DRVN | 5,299,000 | $75.6M | 10.63% |
| 5 | JFROG LTD | FROG | 2,528,133 | $73.4M | 10.32% |
| 6 | META PLATFORMS INC | META | 103,407 | $59.2M | 8.32% |
| 7 | CARVANA CO | CVNA | 145,094 | $25.3M | 3.55% |