§ 13F · FUND PROFILE
Impactive Capital LP.
AUM · $1.4B (13F)Positions · 8Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VAC | MARRIOTT VACATIONS WDWIDE CORP | 4.13M | $421M | 30.0% | ±0% |
| 2 | WEX | WEX INC | 1.71M | $241M | 17.2% | ±0% |
| 3 | ABG | ASBURY AUTO GP | 1.04M | $209M | 14.9% | −3% |
| 4 | SLM | SLM CORP | 5.31M | $138M | 9.8% | −32% |
| 5 | GTLB | GITLAB INC | 4.16M | $127M | 9.1% | +6% |
| 6 | WMS | ADVANCED DRA SYS | 783K | $123M | 8.8% | −9% |
| 7 | LRN | STRIDE INC | 1.30M | $112M | 8.0% | +17% |
| 8 | IWM | ISHARES TR | 103K | $31M | 2.2% | −59% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IMPACTIVE SIGNAL
AC read
Impactive Capital LP is a Other fund managing $1.4 billion in assets. The fund runs a focused portfolio of just 8 positions.
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