
NORTH PEAK CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | DRVN | 5.06M | $63.75M |
![]() | HGV | 4.43M | $173.25M |
![]() | SCHW | 1.20M | $112.93M |
![]() | HAE | 999K | $56.30M |
![]() | SE | 610K | $50.55M |
![]() | CVNA | 421K | $132.34M |

Driven Brands Holdings Inc.
DRVN
Shares Held
5.06M
Value
$63.75M

Hilton Grand Vacations Inc.
HGV
Shares Held
4.43M
Value
$173.25M

The Charles Schwab Corporation
SCHW
Shares Held
1.20M
Value
$112.93M

Haemonetics Corporation
HAE
Shares Held
999K
Value
$56.30M

Sea Limited
SE
Shares Held
610K
Value
$50.55M

Carvana Co.
CVNA
Shares Held
421K
Value
$132.34M
