Long-term investor
North Peak Capital Management, LLC @northpeakcapitalmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001747888).
Record
- Tracked since 2025-06-30 (445 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +3.6% · all +3.6%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- HGV · 25.9% · long · since 2025-06-30
- AGL · 17.7% · long · since 2026-03-31
- SCHW · 16.9% · long · since 2025-06-30
- CVNA · 16.9% · long · since 2025-06-30
- SE · 8.0% · long · since 2025-12-31
- FIGR · 7.9% · long · since 2026-06-30
- CELH · 3.9% · long · since 2026-06-30
- HAE · 2.9% · long · since 2025-09-30