Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
North Peak Capital Management, LLC (CIK 1747888) reported $900.0M across 8 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: HGV ($233.2M, 25.91%), AGL ($159.2M, 17.69%), SCHW ($151.9M, 16.88%), CVNA ($151.8M, 16.87%), SE ($72.3M, 8.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HGV | HILTON GRAND VACATIONS INC | $233.2M | 25.91% | 4.5M | Added |
| 2 | AGL | AGILON HEALTH INC | $159.2M | 17.69% | 1.5M | Trimmed |
| 3 | SCHW | SCHWAB CHARLES CORP | $151.9M | 16.88% | 1.6M | Added |
| 4 | CVNA | CARVANA CO | $151.8M | 16.87% | 2.3M | Added |
| 5 | SE | SEA LTD | $72.3M | 8.04% | 754,618 | Added |
| 6 | FIGR | FIGURE TECHNOLOGY SOLUTIO | $70.9M | 7.87% | 2.3M | New |
| 7 | CELH | CELSIUS HLDGS INC | $35.0M | 3.89% | 1.2M | New |
| 8 | HAE | HAEMONETICS CORP MASS | $25.7M | 2.86% | 343,077 | Trimmed |
| 9 | DRVN | DRIVEN BRANDS HLDGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30