# North Peak Capital Management, LLC: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1747888.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $900.0m
- Positions: 8 (8 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1747888/000174788826000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [HILTON GRAND VACATIONS INC (HGV)](/companies/hgv.md) | COM | $233.2m | 25.9% | 4,452,472 |  | Added +23,700 |
| [AGILON HEALTH INC (AGL)](/companies/agl.md) | COM NEW | $159.2m | 17.7% | 1,485,066 |  | Reduced −60,471 |
| [SCHWAB CHARLES CORP (SCHW)](/companies/schw.md) | COM | $151.9m | 16.9% | 1,646,358 |  | Added +444,745 |
| [CARVANA CO (CVNA)](/companies/cvna.md) | CL A | $151.8m | 16.9% | 2,306,869 |  | Added +1,885,904 |
| [SEA LTD (SE)](/companies/se.md) | SPONSORD ADS | $72.3m | 8.0% | 754,618 |  | Added +144,155 |
| [FIGURE TECHNOLOGY SOLUTIO (FIGR)](/companies/figr.md) | COM CL A | $70.9m | 7.9% | 2,307,148 |  | New +2,307,148 |
| [CELSIUS HLDGS INC (CELH)](/companies/celh.md) | COM NEW | $35.0m | 3.9% | 1,195,244 |  | New +1,195,244 |
| [HAEMONETICS CORP MASS (HAE)](/companies/hae.md) | COM | $25.7m | 2.9% | 343,077 |  | Reduced −655,876 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [DRIVEN BRANDS HLDGS INC (DRVN)](/companies/drvn.md) | COM | $0 | 0.0% | 0 |  | Sold out −5,055,247 |

Source: SEC EDGAR, Form 13F-HR, accession 0001747888-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.