Institutional Fund
Impactive Capital LP
New York City, NYCIK 17867675 filings on record
Portfolio Value
$1.38B
Q1 2026
Holdings
10
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-12.2%
from $1.57B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Marriott Vacations Worldwide19.5%
- Wex Inc18.9%
- Asbury Automotive Group Inc15.2%
- Slm Corp12.1%
- Advanced Drain Sys Inc Del8.5%
- Stride Inc7.1%
- Other18.6%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Marriott Vacations Worldwide | 4.13M | $268.94M | 19.5% | 0 | Held |
| 2 | Wex Inc | 1.71M | $261.28M | 18.9% | −488.0K | Reduced |
| 3 | Asbury Automotive Group Inc | 1.07M | $209.61M | 15.2% | −174.3K | Reduced |
| 4 | Slm Corp | 7.82M | $167.48M | 12.1% | +597.5K | Added |
| 5 | Advanced Drain Sys Inc Del | 856.5K | $117.45M | 8.5% | −601.3K | Reduced |
| 6 | Stride Inc | 1.11M | $98.17M | 7.1% | +1.11M | New |
| 7 | Gitlab Inc | 3.91M | $84.72M | 6.1% | +3.91M | New |
| 8 | Ishares Tr | 252.5K | $62.62M | 4.5% | +176.9K | Added |
| 9 | Maplebear Inc | 1.57M | $58.93M | 4.3% | +1.57M | New |
| 10 | Icon PLC | 450.5K | $49.86M | 3.6% | +450.5K | New |