Holdings of North Peak Capital Management, LLC
7 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Consumer discretionary 22.0 %
- Financials 18.8 %
- Consumer staples 8.4 %
- Unattributed 50.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 7 | 601.3M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Hilton Grand Vacations Inc | 4,428,772 | 173.3M $ | |
| 2 | Carvana Co | 420,965 | 132.3M $ | |
| 3 | Charles Schwab Corp/The | 1,201,613 | 112.9M $ | |
| 4 | Driven Brands Holdings Inc | 5,055,247 | 63.7M $ | |
| 5 | Haemonetics Corp | 998,953 | 56.3M $ | |
| 6 | Sea Ltd | 610,463 | 50.6M $ | |
| 7 | agilon health Inc | 1,545,537 | 12.2M $ |