North Peak Capital Management, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$754.9B
Holdings
7
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HGVHILTON GRAND VACATIONS INC | 5,767,438 | $224.6B | 29.76% | |
| 2 | SCHWSCHWAB CHARLES CORP | 1,857,896 | $137.5B | 18.21% | |
| 3 | WDAYWORKDAY INC | 420,003 | $108.4B | 14.36% | |
| 4 | DRVNDRIVEN BRANDS HLDGS INC | 5,756,217 | $92.9B | 12.31% | |
| 5 | METAMETA PLATFORMS INC | 128,087 | $75.0B | 9.93% | |
| 6 | ELVELEVANCE HEALTH INC | 194,614 | $71.8B | 9.51% | |
| 7 | CVNACARVANA CO | 219,983 | $44.7B | 5.93% |