Impactive Capital
$1.4B Assets Reported
12 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VAC | MARRIOTT VACATIONS WORLDWIDE | 4,129,984 | $269M | 19.5% |
| WEX | WEX INC | 1,707,253 | $261M | 18.9% |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 1,072,684 | $210M | 15.2% |
| SLM | SLM CORP | 7,822,564 | $167M | 12.1% |
| WMS | ADVANCED DRAIN SYS INC DEL | 856,492 | $117M | 8.5% |
| LRN | STRIDE INC | 1,113,367 | $98M | 7.1% |
| GTLB | GITLAB INC | 3,914,996 | $85M | 6.1% |
| IWM | ISHARES TR | 252,486 | $63M | 4.5% |
| CART | MAPLEBEAR INC | 1,573,012 | $59M | 4.3% |
| ICLR | ICON PLC | 450,540 | $50M | 3.6% |
Track Impactive Capital's 13F portfolio: $1.4B in reported holdings, 12 positions. Top holdings, AUM, and quarterly changes on SentiSense.