Investor Details
| Filer Name: | NORTH PEAK CAPITAL MANAGEMENT, LLC |
|---|---|
| CIK: | 1747888 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 7 |
| Portfolio Value: | $0.75B |
North Peak Capital Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| HGV | US | HILTON GRAND VACATIONS INC | 5,767,438 | $225M | 29.76% | -2.1% | - |
| SCHW | US | SCHWAB (CHARLES) CORP | 1,857,896 | $138M | 18.21% | -2.1% | - |
| WDAY | US | WORKDAY INC-CLASS A | 420,003 | $108M | 14.36% | -27.1% | - |
| DRVN | US | DRIVEN BRANDS HOLDINGS INC | 5,756,217 | $93M | 12.31% | 8.6% | - |
| META | US | META PLATFORMS INC-CLASS A | 128,087 | $75M | 9.93% | 23.9% | - |
| ELV | US | ELEVANCE HEALTH INC | 194,614 | $72M | 9.51% | 100.0% | - |
| CVNA | US | CARVANA CO | 219,983 | $45M | 5.93% | 51.6% | - |