North Peak Capital Management’s Elevance Health ELV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$156M	Buy	401,670 +115,460	+40%	+$44.9M	12.27%	4
2025 Q1	$124M	Buy	286,210 +91,596	+47%	+$39.8M	12.5%	3
2024 Q4	$71.8M	Buy	+194,614	New	+$71.8M	9.51%	6