§ 13F · FUND PROFILE
Impactive Capital LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 10Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$292M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VAC | MARRIOTT VACATIONS WORLDWIDE | 4.13M | $269M | 19.5% | ±0% |
| 2 | WEX | WEX INC | 1.71M | $261M | 18.9% | −22% |
| 3 | ABG | ASBURY AUTOMOTIVE GROUP INC | 1.07M | $210M | 15.2% | −14% |
| 4 | SLM | SLM CORP | 7.82M | $167M | 12.1% | +8% |
| 5 | WMS | ADVANCED DRAIN SYS INC DEL | 856K | $117M | 8.5% | −41% |
| 6 | LRN | STRIDE INC | 1.11M | $98M | 7.1% | NEW |
| 7 | GTLB | GITLAB INC | 3.91M | $85M | 6.1% | NEW |
| 8 | IWM | ISHARES TR | 252K | $63M | 4.5% | +234% |
| 9 | CART | MAPLEBEAR INC | 1.57M | $59M | 4.3% | NEW |
| 10 | ICLR | ICON PLC | 451K | $50M | 3.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IMPACTIVE SIGNAL
AC read
Impactive Capital LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed