North Peak Capital Management, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$996.2B
Holdings
8
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HGVHILTON GRAND VACATIONS INC | 6,116,631 | $228.8B | 22.97% | |
| 2 | RSPINVESCO EXCHANGE TRADED FD T | 1,079,131 | $186.9B | 18.77% | Put |
| 3 | SCHWSCHWAB CHARLES CORP | 2,108,769 | $165.1B | 16.57% | |
| 4 | ELVELEVANCE HEALTH INC | 286,210 | $124.5B | 12.50% | |
| 5 | DRVNDRIVEN BRANDS HOLDINGS INC | 6,533,519 | $112.0B | 11.24% | |
| 6 | CVNACARVANA CO | 406,982 | $85.1B | 8.54% | |
| 7 | WDAYWORKDAY INC | 294,717 | $68.8B | 6.91% | |
| 8 | MDBMONGODB INC | 142,175 | $24.9B | 2.50% |