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Name: |
North Peak Capital Management LLC |
City: |
NEW YORK |
State: |
NY |
Zip: |
10017 |
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Holdings
Found :
8 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
HGV |
Hilton Grand Vacations Inc. |
1 |
- |
$41.70 |
$228,823,000 |
6,116,631 |
28.28% |
4,181,000 |
349,193 |
5.104 |
N/A |
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SCHW |
Charles Schwab Corp |
2 |
- |
$89.98 |
$165,074,000 |
2,108,769 |
20.4% |
27,571,000 |
250,873 |
0.117 |
Investment Brokerage ... |
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ANTM |
Anthem Inc |
3 |
- |
$381.49 |
$124,490,000 |
286,210 |
15.38% |
52,697,000 |
91,596 |
0.114 |
N/A |
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DRVN |
Driven Brands Holdings Inc. |
4 |
- |
$0.00 |
$111,985,000 |
6,533,519 |
13.84% |
19,080,000 |
777,302 |
3.903 |
N/A |
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CVNA |
Carvana Co. |
5 |
- |
$319.26 |
$85,092,000 |
406,982 |
10.52% |
40,356,000 |
186,999 |
0.332 |
N/A |
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WDAY |
Workday, Inc. |
6 |
- |
$237.37 |
$68,825,000 |
294,717 |
8.51% |
-39,548,000 |
-125,286 |
0.146 |
Application Software |
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MDB |
Mongodb Inc |
7 |
New |
$209.92 |
$24,937,000 |
142,175 |
3.08% |
24,937,000 |
142,175 |
0.207 |
N/A |
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META |
Meta Platforms Inc |
8 |
Closed |
$733.63 |
$0 |
0 |
0% |
-74,996,000 |
-128,087 |
0 |
Internet Service Prov... |
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