account_balance
Investment manager · 13F filer · SEC CIK 1786767
Impactive Capital LP
Reported value$1.4Bas of Jun 30, 2026
Positions8 0 new, 2 sold out
Top 10 weight100%VAC alone is 30%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VAC
Marriott Vacations Wdwide Corp
30.0%
WEX
Wex INC
17.2%
ABG
Asbury Auto Gp
14.9%Trimmed
SLM
Slm Corp
9.8%Trimmed
GTLB
Gitlab INC
9.1%Added
WMS
Advanced Dra Sys
8.8%Trimmed
LRN
Stride INC
8.0%Added
IWM
Ishares Tr
2.2%Trimmed
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed