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Impactive Capital LP

CIK 1786767 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Impactive Capital LP reported 8 US-listed holdings worth $1.40 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Marriott Vacations Worldwide Corp. (30.0%), WEX Inc. (17.2%) and Asbury Automotive Group Inc. (14.9%). Against the quarter before, it opened 0 positions, added to 2, trimmed 4 and sold out of 2.

Reported holdings$1.40B+1.6% on Q1 2026
Positions8-2 on Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toHeldTrimmed
VAC30.0%WEX17.2%ABG14.9%SLM9.8%GTLB9.1%WMS8.8%LRN8.0%IWM2.2%

The 8 largest of its 8 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $2.69 billion in 10 positions$2.69BQ3 24Q4 2024: $2.44 billion in 10 positions$2.44BQ4 24Q1 2025: $2.19 billion in 10 positions$2.19BQ1 25Q2 2025: $2.22 billion in 9 positions$2.22BQ2 25Q3 2025: $2.08 billion in 9 positions$2.08BQ3 25Q4 2025: $1.57 billion in 8 positions$1.57BQ4 25Q1 2026: $1.38 billion in 10 positions$1.38BQ1 26Q2 2026: $1.40 billion in 8 positions$1.40BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Added 2Held 2Trimmed 4Sold out 2
Added: 2Held: 2Trimmed: 4Sold out: 2

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Added to 2

  1. Stride, Inc. LRN+190,269 shares · +17%
  2. Gitlab Inc. GTLB+242,228 shares · +6%

Trimmed 4

  1. SLM Corp. SLM-2.5 million shares · -32%
  2. iShares Russell 2000 ETF IWM-149,303 shares · -59%
  3. Advanced Drainage Systems, Inc. WMS-73,702 shares · -9%
  4. Asbury Automotive Group Inc. ABG-34,005 shares · -3%

Sold out of 2

  1. Maplebear Inc. CART$58.9 million last quarter
  2. ICON plc ICLR$49.9 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Marriott Vacations Worldwide Corp. VAC4,129,984$420.8 million30.02%no change
WEX Inc. WEX1,707,253$240.9 million17.19%no change
Asbury Automotive Group Inc. ABG1,038,679$208.9 million14.90%-34,005
SLM Corp. SLM5,307,934$137.7 million9.83%-2,514,630
Gitlab Inc. GTLB4,157,224$126.9 million9.06%+242,228
Advanced Drainage Systems, Inc. WMS782,790$122.9 million8.77%-73,702
Stride, Inc. LRN1,303,636$112.4 million8.02%+190,269
iShares Russell 2000 ETF IWM103,183$31.0 million2.21%-149,303
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.