Impactive Capital LP
CIK 0001786767 · NEW YORK CITY, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.40B
2026 Q2
Positions
8
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VAC
MARRIOTT VACATIONS WDWIDE CORP
30.0%
WEX
WEX INC
17.2%
ABG
ASBURY AUTO GP
14.9%
SLM
SLM CORP
9.8%
GTLB
GITLAB INC
9.1%
WMS
ADVANCED DRA SYS
8.8%
LRN
STRIDE INC
8.0%
IWM
ISHARES TR
2.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.