13F HOLDINGS REPORT
North Peak Capital Management, LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001213900-25-013235
Total Value
$754.9M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON GRAND VACATIONS INC | HGV | 5,767,438 | $224.6M | 29.76% |
| 2 | SCHWAB CHARLES CORP | SCHW-PJ | 1,857,896 | $137.5M | 18.21% |
| 3 | WORKDAY INC | WDAY | 420,003 | $108.4M | 14.36% |
| 4 | DRIVEN BRANDS HLDGS INC | DRVN | 5,756,217 | $92.9M | 12.31% |
| 5 | META PLATFORMS INC | META | 128,087 | $75.0M | 9.93% |
| 6 | ELEVANCE HEALTH INC | ELV | 194,614 | $71.8M | 9.51% |
| 7 | CARVANA CO | CVNA | 219,983 | $44.7M | 5.93% |