North Peak Capital Management, LLC — 13F holdings

North Peak Capital Management, LLC reported 8 holdings worth $900M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. HGV HILTON GRAND VACATIONS INC — $233M (25.9%)
2. AGL AGILON HEALTH INC — $159M (17.7%)
3. SCHW SCHWAB CHARLES CORP — $152M (16.9%)
4. CVNA CARVANA CO — $152M (16.9%)
5. SE SEA LTD — $72.3M (8.0%)
6. FIGR FIGURE TECHNOLOGY SOLUTIO — $70.9M (7.9%)
7. CELH CELSIUS HLDGS INC — $35.0M (3.9%)
8. HAE HAEMONETICS CORP MASS — $25.7M (2.9%)