North Peak Capital Management, LLC Portfolio Holdings by Sector

North Peak Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs RSP 1 stocks	$260,672 22.84% of portfolio	1	-	1	-	0 Calls 1 Puts
Resorts & Casinos \| Consumer Cyclical HGV 1 stocks	$231,824 20.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CVNA 1 stocks	$180,072 15.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$152,226 13.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology PEGA 1 stocks	$134,923 11.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV 1 stocks	$81,687 7.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical DRVN 1 stocks	$46,831 4.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare AGL 1 stocks	$35,457 3.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare HAE 1 stocks	$17,661 1.55% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of North Peak Capital Management, LLC, based on Form 13F filings with the SEC.

Stay updated on North Peak Capital Management, LLC with notifications on news.