North Peak Capital Management as of March 31, 2024
Portfolio Holdings for North Peak Capital Management
North Peak Capital Management holds 8 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 31.4 | $283M | 6.0M | 47.21 | |
| Workday Cl A (WDAY) | 16.6 | $150M | 549k | 272.75 | |
| Smartsheet Com Cl A (SMAR) | 15.1 | $136M | 3.5M | 38.50 | |
| Charles Schwab Corporation (SCHW) | 14.8 | $133M | 1.8M | 72.34 | |
| Lpl Financial Holdings (LPLA) | 9.0 | $81M | 308k | 264.20 | |
| Driven Brands Hldgs (DRVN) | 7.6 | $69M | 4.4M | 15.79 | |
| KBR (KBR) | 4.8 | $43M | 681k | 63.66 | |
| O-i Glass (OI) | 0.6 | $5.4M | 325k | 16.59 |
