Impactive Capital
$1.4B 13F equity value
10 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Impactive Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VAC | MARRIOTT VACATIONS WDWIDE CORP | 4,129,984 | $421M | 30.0% |
| WEX | WEX INC | 1,707,253 | $241M | 17.2% |
| ABG | ASBURY AUTO GP | 1,038,679 | $209M | 14.9% |
| SLM | SLM CORP | 5,307,934 | $138M | 9.8% |
| GTLB | GITLAB INC | 4,157,224 | $127M | 9.1% |
| WMS | ADVANCED DRA SYS | 782,790 | $123M | 8.8% |
| LRN | STRIDE INC | 1,303,636 | $112M | 8.0% |
| IWM | ISHARES TR | 103,183 | $31M | 2.2% |
| CART | MAPLEBEAR INC | |||
| ICLR | ICON PLC |
Track Impactive Capital's 13F portfolio: $1.4B in reported holdings, 10 positions. Top holdings and quarterly changes on SentiSense.
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