13F HOLDINGS REPORT
North Peak Capital Management, LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001213900-25-075395
Total Value
$1.27B
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON GRAND VACATIONS INC | HGV | 6,810,126 | $282.8M | 22.21% |
| 2 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,374,131 | $249.7M | 19.61% |
| 3 | SCHWAB CHARLES CORP | SCHW-PJ | 2,095,620 | $191.2M | 15.01% |
| 4 | ELEVANCE HEALTH INC | ELV | 401,670 | $156.2M | 12.27% |
| 5 | DRIVEN BRANDS HLDGS INC | DRVN | 7,123,075 | $125.1M | 9.82% |
| 6 | CARVANA CO | CVNA | 364,535 | $122.8M | 9.64% |
| 7 | GLOBAL E ONLINE LTD | GLBE | 2,638,088 | $88.5M | 6.95% |
| 8 | PEGASYSTEMS INC | PEGA | 1,056,961 | $57.2M | 4.49% |