Holders — by stockHoldings — by fund
North Peak Capital Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1747888
$900.0M
disclosed book value
8
positions
25.9%
largest position share
Positions, as of 2026-06-30
top 8 of 8 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | HGVHILTON GRAND VACATIONS INC | 4.5M | $233.2M | 25.9% |
| 2 | AGLAGILON HEALTH INC | 1.5M | $159.2M | 17.7% |
| 3 | SCHWSCHWAB CHARLES CORP | 1.6M | $151.9M | 16.9% |
| 4 | CVNACARVANA CO | 2.3M | $151.8M | 16.9% |
| 5 | SESEA LTD | 754,618 | $72.3M | 8% |
| 6 | FIGRFIGURE TECHNOLOGY SOLUTIO | 2.3M | $70.9M | 7.9% |
| 7 | CELHCELSIUS HLDGS INC | 1.2M | $35.0M | 3.9% |
| 8 | HAEHAEMONETICS CORP MASS | 343,077 | $25.7M | 2.9% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.