13FBOX
North Peak Capital Management, LLC · 13F Holdings
Options Calculator Rankings

North Peak Capital Management, LLC

No.2976 Data as of 2026Q2
Latest AUM (Q2 2026)
$900.0M
QoQ Change Q1 2026
+$298.6M+49.7%
Holdings
8
New Buys
2
Adds
4
Reduces
2
Exits
1
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
HHILTON GRAND VACATIONS INCHGV
25.91%28.81%$233.2M4.5M$173.3M4.4M+23,700+0.54%Add
AAGILON HEALTH INCAGL
17.69%2.03%$159.2M1.5M$12.2M1.5M-60,471-3.91%Reduce
SCHWAB CHARLES CORPSCHW
16.88%18.78%$151.9M1.6M$112.9M1.2M+444,745+37.01%Add
CCARVANA CO CL ACVNA
16.87%22.01%$151.8M2.3M$132.3M420,965+1.9M+448.00%Add
SSEA LTD SPONSORD ADSSE
8.04%8.41%$72.3M754,618$50.6M610,463+144,155+23.61%Add
FFIGURE TECHNOLOGY SOLUTIOFIGR
7.87%$70.9M2.3M$00+2.3MNew Buy
CELSIUS HLDGS INCCELH
3.89%$35.0M1.2M$00+1.2MNew Buy
HHAEMONETICS CORP MASSHAE
2.86%9.36%$25.7M343,077$56.3M998,953-655,876-65.66%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow