StockDriftsStockDriftsTop 6 North Peak Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HGV | HILTON GRAND VACATIONS INC | 28.81% | 4.43M | $173.3M | -14.37%(-743.22K) | $31.94(+65.68%) | 2026-03-31 | |
| CVNA | CARVANA CO | 22.01% | 421.0K | $132.3M | +7.93%(+30.94K) | $224.19(-69.40%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 18.78% | 1.20M | $112.9M | -2.68%(-33.07K) | $58.41(+66.05%) | 2026-03-31 | |
| DRVN | DRIVEN BRANDS HLDGS INC | 10.6% | 5.06M | $63.7M | +26.67%(+1.06M) | $14.64(-1.16%) | 2026-03-31 | |
| HAE | HAEMONETICS CORP MASS | 9.36% | 999.0K | $56.3M | -9.43%(-104.04K) | $63.53(+18.16%) | 2026-03-31 | |
| SE | SEA LTD | 8.41% | 610.5K | $50.6M | +175.48%(+388.86K) | $122.60(-15.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.03% | +12.59% |
| Top 20 Holdings Unweighted | +7.14% | +23.00% |
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