Impactive Capital LP
8 holdingsFiling period: 2026-06-30Current AUM: $1.54Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VAC | MARRIOTT VACATIONS WDWIDE CORP | 4.13M | $420.8M | $427.8M | 27.75% | -- | 2026-06-30 |
| 2 | WEX | WEX INC | 1.71M | $240.9M | $327.0M | 21.21% | -- | 2026-06-30 |
| 3 | ABG | ASBURY AUTO GP | 1.04M | $208.9M | $216.6M | 14.05% | -34,005 | 2026-06-30 |
| 4 | SLM | SLM CORP | 5.31M | $137.7M | $138.2M | 8.97% | -2,514,630 | 2026-06-30 |
| 5 | GTLB | GITLAB INC | 4.16M | $126.9M | $195.3M | 12.67% | +242.2K | 2026-06-30 |
| 6 | WMS | ADVANCED DRA SYS | 782.8K | $122.9M | $100.1M | 6.49% | -73,702 | 2026-06-30 |
| 7 | LRN | STRIDE INC | 1.30M | $112.4M | $106.9M | 6.93% | +190.3K | 2026-06-30 |
| 8 | IWM | ISHARES TR | 103.2K | $31.0M | $29.8M | 1.93% | -149,303 | 2026-06-30 |
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