North Peak Capital Management, LLC: 13F holdings
CIK 17478882026Q2
| Positions | 8 |
|---|---|
| Reported value | $900.0m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| HGV HILTON GRAND VACATIONS INC | 4,452,472 | $233.2m | 25.9% |
| AGILON HEALTH INC | 1,485,066 | $159.2m | 17.7% |
| SCHW SCHWAB CHARLES CORP | 1,646,358 | $151.9m | 16.9% |
| CVNA CARVANA CO | 2,306,869 | $151.8m | 16.9% |
| SE SEA LTD | 754,618 | $72.3m | 8.0% |
| FIGURE TECHNOLOGY SOLUTIO | 2,307,148 | $70.9m | 7.9% |
| CELH CELSIUS HLDGS INC | 1,195,244 | $35.0m | 3.9% |
| HAE HAEMONETICS CORP MASS | 343,077 | $25.7m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1747888")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.