North Peak Capital Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
NP North Peak Capital Management, LLC | Institutional Filer | ▼ 34.17% | $601.3M | 7 |
Current Portfolio Holdings
Showing all 7 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | HGV | Hilton Grand Vacations Inc. | Consumer Cyclical | 4.4M | $173.3M | 28.81% |
| 2 | CVNA | Carvana Co. | Consumer Cyclical | 421K | $132.3M | 22.01% |
| 3 | SCHW | The Charles Schwab Corporation | Financial Services | 1.2M | $112.9M | 18.78% |
| 4 | DRVN | Driven Brands Holdings Inc. | Consumer Cyclical | 5.1M | $63.7M | 10.60% |
| 5 | HAE | Haemonetics Corporation | Healthcare | 999K | $56.3M | 9.36% |
| 6 | SE | Sea Limited | Consumer Cyclical | 610K | $50.6M | 8.41% |
| 7 | NaN | AGILON HEALTH INC | — | 1.5M | $12.2M | 2.03% |
Showing 1 to 7 of 7 holdings