Impactive Capital LP 13F holdings
Impactive Capital LP reported 8 positions with a total reported value of $1.4B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: VAC MARRIOTT VACATIONS WDWIDE CORP (30.0%), WEX WEX INC (17.2%), ABG ASBURY AUTO GP (14.9%), SLM SLM CORP (9.8%), GTLB GITLAB INC (9.1%). Against 2026-03-31 it opened 1 new position and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Impactive Capital LP files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
8 largest of 8 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| VAC MARRIOTT VACATIONS WDWIDE CORP | 4,129,984 | $420.8M | 30.0% |
| WEX WEX INC | 1,707,253 | $240.9M | 17.2% |
| ABG ASBURY AUTO GP | 1,038,679 | $208.9M | 14.9% |
| SLM SLM CORP | 5,307,934 | $137.7M | 9.8% |
| GTLB GITLAB INC | 4,157,224 | $126.9M | 9.1% |
| ADVANCED DRA SYS | 782,790 | $122.9M | 8.8% |
| LRN STRIDE INC | 1,303,636 | $112.4M | 8.0% |
| ISHARES TR | 103,183 | $31.0M | 2.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ADVANCED DRA SYS | 782,790 | $122.9M | 8.8% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| LRN STRIDE INC | 1,113,367 | 1,303,636 | +17.1% | $112.4M |
| GTLB GITLAB INC | 3,914,996 | 4,157,224 | +6.2% | $126.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SLM SLM CORP | 7,822,564 | 5,307,934 | -32.1% | $137.7M |
| ISHARES TR | 252,486 | 103,183 | -59.1% | $31.0M |
| ABG ASBURY AUTO GP | 1,072,684 | 1,038,679 | -3.2% | $208.9M |
CIK 1786767 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
