Portfolio (Quarterly) Guide ↗

North Peak Capital Management, LLC

· CIK 0001747888

13F Portfolio $900M AUM 8 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 4 Added 2 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DRVN	DRIVEN BRANDS HLDGS INC	Consumer Cyclical	5,055,247	$63.7M	10.60%	SOLD

Sector Allocation

Consumer Cyclical 50.8%

Financial Services 24.8%

Healthcare 20.5%

Consumer Defensive 3.9%