NORTH PEAK CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AGL | 38.14M | $26.27M |
 | HGV | 5.17M | $231.45M |
 | DRVN | 3.99M | $59.14M |
 | PEGA | 2.40M | $143.33M |
 | SCHW | 1.23M | $123.36M |
 | HAE | 1.10M | $88.40M |
 | CVNA | 390K | $164.60M |
 | SE | 222K | $28.27M |
 | ELV | 139K | $48.72M |
Agilon Health, Inc.
AGL
Shares Held
38.14M
Value
$26.27M
Hilton Grand Vacations Inc.
HGV
Shares Held
5.17M
Value
$231.45M
Driven Brands Holdings Inc.
DRVN
Shares Held
3.99M
Value
$59.14M
Pegasystems Inc.
PEGA
Shares Held
2.40M
Value
$143.33M
The Charles Schwab Corporation
SCHW
Shares Held
1.23M
Value
$123.36M
Haemonetics Corporation
HAE
Shares Held
1.10M
Value
$88.40M
Carvana Co.
CVNA
Shares Held
390K
Value
$164.60M
Sea Limited
SE
Shares Held
222K
Value
$28.27M
Elevance Health Inc.
ELV
Shares Held
139K
Value
$48.72M