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Size ($ in 1000's)
At 12/31/2023: $951,749
At 09/30/2023: $811,789
North Peak Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from North Peak Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the North Peak Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by North Peak Capital Management LLC.
In the North Peak Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by North Peak Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the North Peak Capital Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| HILTON GRAND VACATIONS INC |
6,108,916 |
+548,740 |
$245,456 | | HGV | 6,108,916 | +548,740 | $245,456 | | SMARTSHEET INC |
3,592,744 |
+737,000 |
$171,805 | | SMAR | 3,592,744 | +737,000 | $171,805 | | SCHWAB CHARLES CORP |
2,442,227 |
+192,317 |
$168,025 | | SCHW | 2,442,227 | +192,317 | $168,025 | | WORKDAY INC |
564,373 |
-165,260 |
$155,801 | | WDAY | 564,373 | -165,260 | $155,801 | | CRH PLC |
1,020,097 |
+184,192 |
$70,550 | | CRH | 1,020,097 | +184,192 | $70,550 | | LPL FINL HLDGS INC |
225,657 |
+28,430 |
$51,364 | | LPLA | 225,657 | +28,430 | $51,364 | | DRIVEN BRANDS HLDGS INC |
2,901,380 |
+2,901,380 |
$41,374 | | DRVN | 2,901,380 | +2,901,380 | $41,374 | | LIGHTSPEED COMMERCE INC |
1,960,107 |
+271,544 |
$41,143 | | LSPD | 1,960,107 | +271,544 | $41,143 |
See Full List: All Stocks Held By North Peak Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By North Peak Capital Management LLC
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