NORTH PEAK CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AGL | 34.42M | $35.46M |
 | HGV | 5.54M | $231.82M |
 | DRVN | 2.91M | $46.83M |
 | PEGA | 2.35M | $134.92M |
 | SCHW | 1.59M | $152.23M |
 | CVNA | 477K | $180.07M |
 | HAE | 362K | $17.66M |
 | ELV | 253K | $81.69M |
Agilon Health, Inc.
AGL
Shares Held
34.42M
Value
$35.46M
Hilton Grand Vacations Inc.
HGV
Shares Held
5.54M
Value
$231.82M
Driven Brands Holdings Inc.
DRVN
Shares Held
2.91M
Value
$46.83M
Pegasystems Inc.
PEGA
Shares Held
2.35M
Value
$134.92M
The Charles Schwab Corporation
SCHW
Shares Held
1.59M
Value
$152.23M
Carvana Co.
CVNA
Shares Held
477K
Value
$180.07M
Haemonetics Corporation
HAE
Shares Held
362K
Value
$17.66M
Elevance Health Inc.
ELV
Shares Held
253K
Value
$81.69M