SEC 13F Intelligence

North Peak Capital Management, LLC / ELV

North Peak Capital Management, LLC’s Elevance Health Inc Formerly Position

Does North Peak Capital Management, LLC own Elevance Health Inc Formerly (ELV)? Not currently — the last reported position was 139.0K shares worth $49M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$49M
Q4 2025
Shares
139.0K
% of Portfolio
+4.14%
Quarters Held
5
position exited

Position History ELV

Reported value by quarter
Q4 ’24: $72MQ4 ’24Q1 ’25: $124MQ1 ’25Q2 ’25: $156MQ2 ’25Q3 ’25: $82MQ3 ’25Q4 ’25: $49MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025139.0K$49M+4.14%
Q3 2025252.8K$82M+7.16%
Q2 2025401.7K$156M+12.27%
Q1 2025286.2K$124M+12.50%
Q4 2024194.6K$72M+9.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See North Peak Capital Management, LLC’s full portfolio or all institutional holders of ELV.