North Peak Capital Management, LLC Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$899.8T
Holdings
8
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HGVHILTON GRAND VACATIONS INC | 5,984,587 | $282.5T | 31.40% | |
| 2 | WDAYWORKDAY INC | 549,113 | $149.8T | 16.65% | |
| 3 | SMARGBPSMARTSHEET INC | 3,526,923 | $135.8T | 15.09% | |
| 4 | SCHWSCHWAB CHARLES CORP | 1,837,257 | $132.9T | 14.77% | |
| 5 | LPLALPL FINL HLDGS INC | 307,879 | $81.3T | 9.04% | |
| 6 | DRVNDRIVEN BRANDS HLDGS INC | 4,350,696 | $68.7T | 7.64% | |
| 7 | K6BKBR INC | 680,947 | $43.3T | 4.82% | |
| 8 | OI*O-I GLASS INC | 324,553 | $5.4T | 0.60% |