Impactive Capital Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.38B
Q ending 2026-03-31
Prior quarter
$1.57B
Q ending 2025-12-31
Change
-12.2% QoQ · -36.9% YoY
Positions
10
reported holdings
Largest positions
All 10 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Marriott Vacations Worldwide | VAC | Shares | $268.9M | 4.1M |
| Wex Inc | WEX | Shares | $261.3M | 1.7M |
| Asbury Automotive Group Inc | ABG | Shares | $209.6M | 1.1M |
| Slm Corp | SLM | Shares | $167.5M | 7.8M |
| Advanced Drain Sys Inc Del | WMS | Shares | $117.5M | 856K |
| Stride Inc | LRN | Shares | $98.2M | 1.1M |
| Gitlab Inc | GTLB | Shares | $84.7M | 3.9M |
| Ishares Tr | IWM | Shares | $62.6M | 252K |
| Maplebear Inc | CART | Shares | $58.9M | 1.6M |
| Icon Plc | Shares | $49.9M | 451K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.