Impactive Capital LP

CIK 0001786767 · NEW YORK CITY, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Impactive Capital LP reported 8 positions worth $1.40B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VAC (30.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$1.40B

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

8 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VAC	MARRIOTT VACATIONS WDWIDE CORP	SH	$420.8M	30.02%	4,129,984	—	—
▸ 2	WEX	WEX INC	SH	$240.9M	17.19%	1,707,253	—	—
▸ 3	ABG	ASBURY AUTO GP	SH	$208.9M	14.90%	1,038,679	—	—
▸ 4	SLM	SLM CORP	SH	$137.7M	9.83%	5,307,934	—	—
▸ 5	GTLB	GITLAB INC	SH	$126.9M	9.06%	4,157,224	—	—
▸ 6	WMS	ADVANCED DRA SYS	SH	$122.9M	8.77%	782,790	—	—
▸ 7	LRN	STRIDE INC	SH	$112.4M	8.02%	1,303,636	—	—
▸ 8	IWM	ISHARES TR	SH	$31.0M	2.21%	103,183	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Impactive Capital LP hold as of Q2 2026?

Impactive Capital LP reported 8 positions worth $1.40B in its Q2 2026 13F filing. Largest positions: VAC (30.0%), WEX (17.2%), ABG (14.9%), SLM (9.8%) and GTLB (9.1%).

What did Impactive Capital LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Impactive Capital LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.