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 $601.3M across 7 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HGV ($173.3M, 28.81%), CVNA ($132.3M, 22.01%), SCHW ($112.9M, 18.78%), DRVN ($63.7M, 10.60%), HAE ($56.3M, 9.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HGV | HILTON GRAND VACATIONS INC | $173.3M | 28.81% | 4.4M | Trimmed |
| 2 | CVNA | CARVANA CO | $132.3M | 22.01% | 420,965 | Added |
| 3 | SCHW | SCHWAB CHARLES CORP | $112.9M | 18.78% | 1.2M | Trimmed |
| 4 | DRVN | DRIVEN BRANDS HLDGS INC | $63.7M | 10.60% | 5.1M | Added |
| 5 | HAE | HAEMONETICS CORP MASS | $56.3M | 9.36% | 998,953 | Trimmed |
| 6 | SE | SEA LTD | $50.6M | 8.41% | 610,463 | Added |
| 7 | AGL | AGILON HEALTH INC | $12.2M | 2.03% | 1.5M | New |
| 8 | PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | Exited |
| 9 | ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | Exited |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | Exited |
| 11 | AGL | AGILON HEALTH INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31