Impactive Capital LP 13F Holdings · Q2 2026
Impactive Capital LP reported 8 securities worth $1.40B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VAC (30.02%), WEX (17.19%), ABG (14.90%). Among its top 25 positions this quarter: 2 added, 4 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VAC | MARRIOTT VACATIONS WDWIDE CORP | $420.8M | 30.02% | 4.1M | Hold |
| 2 | WEX | WEX INC | $240.9M | 17.19% | 1.7M | Hold |
| 3 | ABG | ASBURY AUTO GP | $208.9M | 14.90% | 1.0M | Trimmed |
| 4 | SLM | SLM CORP | $137.7M | 9.83% | 5.3M | Trimmed |
| 5 | GTLB | GITLAB INC | $126.9M | 9.06% | 4.2M | Added |
| 6 | WMS | ADVANCED DRA SYS | $122.9M | 8.77% | 782,790 | Trimmed |
| 7 | LRN | STRIDE INC | $112.4M | 8.02% | 1.3M | Added |
| 8 | IWM | ISHARES TR | $31.0M | 2.21% | 103,183 | Trimmed |
| 9 | CART | MAPLEBEAR INC | $0 | 0.00% | 0 | Exited |
| 10 | ICLR | ICON PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR