North Peak Capital Management, LLC

Est. AUM

$601.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	HILTON GRAND VACATIONS INC	COM	$173.3M	4428772	28.81%	SOLE
2	CARVANA CO	CL A	$132.3M	420965	22.01%	SOLE
3	SCHWAB CHARLES CORP	COM	$112.9M	1201613	18.78%	SOLE
4	DRIVEN BRANDS HLDGS INC	COM	$63.7M	5055247	10.60%	SOLE
5	HAEMONETICS CORP MASS	COM	$56.3M	998953	9.36%	SOLE
6	SEA LTD	SPONSORD ADS	$50.6M	610463	8.41%	SOLE
7	AGILON HEALTH INC	COM NEW	$12.2M	1545537	2.03%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.